Question: Write an investment objective for your chosen P0 based on what you learned about your choices throughout the semester. Also, give your portfolio an appropriate name.
Portfolio:
The name of a portfolio should be a fair reflection of the funds strategy. In fact, the SEC requires a mutual fund with a name suggesting that the fund focuses on a particular type of investment (e.g., "stocks" or "bonds") to invest at least 80% of its assets accordingly.
Portfolio Objective:
This should be a broad statement about the objective of the investments. Assume that your portfolio is a mutual fund and address the objective as a statement about the time horizon and risk level of the fund. For example:
"The is a large cap equity fund that seeks long term growth by making concentrated stock choices and diversifying across sectors"
In this section, also write a short paragraph about how you plan on following your objective and measuring your success.