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Creating Financial Portfolio for Educational Purposes - open to bidding

$30-250 USD

Completed
Posted over 9 years ago

$30-250 USD

Paid on delivery
This is a project related to investments, the goal is creating the best portfolio possible using real time assets (stocks, bond, ETF's etc. - any assets that you think would make an portfolio into a good portfolio). This portfolio has to be diversified with minimum 20 to maximum 40 assets, At least 20% of the portfolio has to be in "risk free assets" (T-bills...) 50% of the portfolio should be invested into common stocks. Money figure used in creating this portfolio is up your preferences, it can be as low as $20,000 up to $200,000. This project has to include some basic financial calculations, that will explain reasons behind investing into those assets, as well it has to include descriptive explanation/analysis why you decide to include that particular asset in your portfolio (up to 1 page per asset). After finishing portfolio writing in Word document, an Excel document should be created similar to the example I am sending to you in attachment. This portfolio has to include some US assets, Canadian assets, and would be good to have some additional foreign assets in order to achieve better diversification. The emphasis of this project is on using financial tools to make good decisions. This portfolio will not be used to invest real money, it will be a helping tool in investment learning process. I am looking forward to your response, and potential collaboration.
Project ID: 6810851

About the project

2 proposals
Remote project
Active 9 yrs ago

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Dear employer I am an ACCA member with 5 years experiences as auditor in Grant Thornton (Top 5 audit firm). My working experience: + Senior auditor, analyst, Internal Auditor (Outsource) + Prepared financial statement under IFRS, IAS + As an analyst, I am familiar with prepare financial analysis, investment analysis. + As an internal auditor i did: Compliance audit, Review internal control system, Design the internal control system, make recommend on internal control system. + My ACCA exam is the same as your requirement: F9 Financial management, P3 business analyst, P2 Advance Financial accounting. You can see the past exam in link below: [login to view URL] It is totally fit your requirement. Freelancer experience: + Read FSs and annual report to create consolidate sheet with 12 annual report. + Prepare internal control report... Let's have a quick conversation. Hope to receive good news from you... Tran Nhu Cuong, ACCA, CPA - Discuss the question - Send draft to employer - Make revision - Final report
$150 USD in 5 days
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2 freelancers are bidding on average $158 USD for this job
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$166 USD in 7 days
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About the client

Flag of CANADA
Lacombe, Canada
5.0
1
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Member since Sep 22, 2014

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