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Investment Portfolio Worksheet
Name: _________________________
Investment Portfolio Worksheet
What are your financial goals? (list out your top three (3))
- ____________________________________________
- ____________________________________________
- ____________________________________________
Your Risk ToleranceInvestments
Research & choose at least five (5) different types of investments. Consider the following as you do your research: investment type, risk, your budget, diversification, asset allocation, your goals, etc. In your summary report describe why you chose these investments.
Investment
$ Amount invested
Rate of Return
Risk