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Investment Portfolio Presentation
This week, you will be creating an eight-slide PowerPoint presentation based on your Week 4 Investment Portfolio assignment. This presentation should address the main components of your investment portfolio as if you are presenting it to a trusted friend or relative to get their opinion, perspective, and input. It should be based on the following hypothetical scenario:
Scenario: Imagine you have just won $100,000 in a lottery. You want to invest this money wisely so it can grow over time and help you achieve your overall investment goals.
In addition to creating your eight to 10 slides, you must also include slide notes (also called Speaker Notes). For each slide, your slide notes should contain a minimum of 100 to 200 words describing and expanding information on that slide. For help with your slide notes, review this guide Add Speaker Notes to Your SlidesLinks to an external site..
Your presentation must also include at least two graphics (e.g., charts, trend line, tables) to illustrate your key points and make the presentation look professional. Once you have created your presentation, you will also need to save it as a PDF file with your slide notes visible and submit it to Waypoint.
Prior to beginning your presentation,
Review Use Charts and Graphs in your PresentationLinks to an external site..
In your eight-slide presentation, include the following:
Describe your current financial situation at a high level.
State your two SMART investment goals.
Discuss your three major types of investments and your rationale for why you chose those three specific investments types.
Explain how you would allocate the $100,000 to invest in the three investment types.
Include two graphics that illustrate your dollar or percent allocation of investment funds or that visually support your investment portfolio.
Discuss what financial return you estimate the investment portfolio to deliver 5 years from now.
Explain two key assumptions you used to arrive at the estimated financial return 5 years from now.
Discuss one potential risk to your overall portfolio.
Describe your plan for monitoring your investment portfolio routinely.
Remember: Add at least 100 to 200 words of explanation to the Speaker Notes section of each slide. Be sure to include at least two graphics.
Submission Instructions
Submit your PowerPoint to Waypoint as a PDF document with the Speaker Notes visible. To do this, follow these instructions:
Select File.
Select the Print option.
Change the Printer option to your PDF reader (e.g., Adobe PDF).
Change the Full Page Slides option to the Notes Pages The preview of your presentation on the right should change to show your Speaker Notes.
Click on Print.
Make sure you save it as a *.PDF file
The Investment Portfolio Presentation
Must be eight slides in length (not including title and references slides) and formatted according to APA StyleLinks to an external site. as outlined in the Writing Center’s How to Make a PowerPoint PresentationLinks to an external site.
Must include a separate title slide with the following:
Title of presentation in bold font
Space should appear between the title and the rest of the information on the title page.
Student’s name
Name of institution (The University of Arizona Global Campus)
Course name and number
Instructor’s name
Due date
Must include at least two graphics (e.g., tables, charts, trend lines).
Must use at least two credible sources in addition to the course text.
The Scholarly, Peer-Reviewed, and Other Credible SourcesLinks to an external site. table offers additional guidance on appropriate source types. If you have questions about whether a specific source is appropriate for this assignment, please contact your instructor. Your instructor has the final say about the appropriateness of a specific source.
To assist you in completing the research required for this assignment, view the Quick and Easy Library ResearchLinks to an external site. tutorial, which introduces the University of Arizona Global Campus Library and the research process, and provides some library search tips.
Must document any information used from sources in APA Style as outlined in the Writing Center’s APA: Citing Within Your PaperLinks to an external site.
Must include a separate references slide that is formatted according to APA Style as outlined in the Writing Center. See the APA: Formatting Your References ListLinks to an external site. resource in the Writing Center for specifications.
Must be submitted to Waypoint as a PDF with the speaker notes visible.