Assignment Task: Create your analysis and investment strategy proposal by conducting the necessary research and applying your knowledge in the course
Noria is 32 years old. She recently won the lottery and chose to accept a lump sum. She has K2, 400,000 left after taxes. Noria wants to spend K500, 000 right away and invest the remainder. While she doesn't want to take on excessive risk, she does want to optimize her return in order to be able to quit her job immediately and enjoy the most opulent lifestyle for the rest of her life.
Evaluation and suggested investment strategy should:
1. Give a general explanation of how financial markets are used to trade stocks, bonds, funds, futures, debts, and other investment products.
2. Analyze investment alternatives that fit the scenario's financial objectives.
3. Make recommendations for specific investments using the funds you have to build a portfolio.
4. Analyze the risks associated with the suggested assets as well as the potential effects of diversification, taxation, inflation, and currency fluctuations on the suggested portfolio.
5. Determine the projected rates of return for each investment in the suggested portfolio.
6. Offer advice on both long- and short-term financial methods, and support your suggestions with arguments.