How you will plan to allocate your funds by asset class

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Reference no: EM132073882

RJSRV Investments will take a mixed strategy approach where we will set a foundation for ourselves with both safe investments from successful companies and also use an aggressive strategy when considering maximizing profits. The following stocks, Starbucks, Twitter, Bank of America, AT&T, and DTE Energy will be used.

For our conservative strategy, we will likely invest in Starbucks and ATT. Our reasoning for this is that first, according to many financial reports, Starbucks has been experiencing a lot of expansion lately due to much financial success. Secondly, we will be investing in ATT because they are experiencing setbacks financially.

For our aggressive strategy, our investment group have our eyes on investing in stocks from Twitter, Bank of America, and DTE Energy. These companies are worth taking a risk on because their stock price is reducing and there have been reports of big companies coming in to take over, thus making the companies stock prices rise again.

Provide a tentative breakdown on how you will plan to allocate your funds by asset class (% in equities, % in ETFs, % in cash, etc) and also by industry (% in retail, % in finance; % in manufacturing, etc...). Use a pie chart as well.

Reference no: EM132073882

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