Investment Portfolio Worksheet

Name: _________________________

Investment Portfolio Worksheet

What are your financial goals? (list out your top three (3))

2. ____________________________________________

3. ____________________________________________

Investments

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.