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Tag: Contributing the maximum allowed to his individual retirement account

Contributing the maximum allowed to his individual retirement account

Posted on May 7, 2023 | by Brian Leakey | Leave a Comment on Contributing the maximum allowed to his individual retirement account

 

You are going to build a portfolio of 5 stocks and write a prospectus of your mini- fund.
Consider the following investor:
• Peter is in his mid 30s. He did not start a well-paying job until two years ago, and therefore, he is behind on his retirement savings. To make up for lost time, he is contributing the maximum allowed to his individual retirement account (IRA), which is invested in market ETFs. Additionally, he sets aside $10,000 every year for risky high-growth investments.
create the portfolio of 5 stocks.
Write two paragraphs per stock in your portfolio explaining clearly why this stock is a good choice for your portfolio given the investor profile. Support your answers with both description of the firm and their business model and appropriate financial ratios.

 

 

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