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The second homework: My portfolio investment plan (by Mia)


Financial Risk Management Course Homework



The second homework: My portfolio investment plan (by Mia)




My portfolio can be classified as below


40% for real estate ( 30% for urban land and 10% for suburban land)


25% for gold reserves


10% for currency


10% for stocks


15% for insurance ( health, property..)




Explanations


Real estate accounts for the largest amount as my country which is a developing one is receiving more foreign investment, thus investors will look for land to establish their business so 10% may earn some profit in the future.


As for 30%, I will buy departments and put them for rent because accomodations in Ho Chi Min City have always been on fire, so there is a sure profit for this investment 25% for gold reserves as this a safe choice.


Gold tend to be the most liquid assets and their prices experience stable movements.


10% for currency to gain profit from their movements, not so much risk


10% for stocks just to make the portfolio more various cause stock market at this point of time experience many ups and downs due to the new presidency of Trump


The remaining 15% is health and property insurance as this is of importance to protect myself from all this risks.






By FRM course student:  Mia
凡事唯有投入,結果才能深入; 凡事唯有付出,結果才能傑出;
凡事唯有磨鍊,結果才能熟練; 凡事唯有不煩,結果才能不凡。
能與智者同行,你會不同凡響; 能與高人為伍,你能登上巔峰。
你雖不能改變環境,但卻可以轉換心境;你雖不能樣樣勝利,但卻可以事事盡力。
Dr. Chao Yuang Shiang (PH.D in management), Assistant professor,Dep.of Finance,Nanhua University,Taiwan.
website:amazon.com/author/drchao
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