Invested in a diverse set of index funds

 

You are going to build a portfolio of 5 stocks and write a prospectus of your mini- fund.
Consider the following investor:
• Bryant is a 25-year old young professional, employed in a major city in the northeast. Since joining the workforce three years ago, he contributes as much money as possible to his retirement accounts which is invested in a diverse set of index funds. An avid fan of Benjamin Graham’s “The Intelligent Investor”, he has decided to consider a few individual stocks of companies with good and stable long-term prospects as well as a great management.
create the portfolio of 5 stocks.
Write two paragraphs per stock in your portfolio explaining clearly why this stock is a good choice for your portfolio given the investor profile. Support your answers with both description of the firm and their business model and appropriate financial ratios.

 

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