Goal diggers: Patriot Investment Strategies

You are beginning your new job with Patriot Investment Strategies, a mutual fund family managing approximately $100 billion in assets. Patriot has a variety of funds with various objectives. You, as a group, have been assigned to manage a portfolio benchmarking an existing index and to create at least one new fund based on your interesting and reasonable ideas. Since Patriot has also hired several young bright newly graduates like you, the management of the company decides to initiate a mutual fund competition.

It should include at least the:

1. name of the fund – The Goal Diggers

2. objective – We want to use a strategy for younger people, with high risk. Our objective is to have a higher risk in the posibility of having higher return

3. trading/investment strategy – Traditional investment strategies in the mutual fund industry mainly refer to asset allocation decisions (i.e., how much to invest in different asset classes).To some extent, investment strategies also include decisions regarding passive vs. active and top-down vs. bottom-up asset allocation strategies.But note that his project is not about replicating or implementing what real mutual funds do in the real world.Rather, you are encouraged to exercise your imagination in this project.Thus, in addition to traditional investment strategies, you could also implement some strategies you might have in mind.For example, your strategy could be market timing, following certain newsletters, choosing stocks according to analyst recommendations … and so on.The only requirement is to make sure your strategies are consistent with your mutual fund objective(s).

4. style – Mutual fund companies use styles to summarize the main stock compositions of the funds.Two major categories of styles are (1) aggressive growth, growth, blend (growth and value), and value, and (2) small, medium, and large market capitalizations.To a broader term, there are other styles such as global, emerging markets, regional markets, sectors, corporate bonds, government bonds (long-term, intermediate, short-term), and balanced (stocks and bonds).You could also combine several different styles or even have your own styles.Obviously, your styles should be consistent with your investment strategies.

5. fund formation (investment process) – This refers to the techniques that you will use to form your fund.For example, will you use short selling, margin trading, or limit orders?Again, the techniques you use are to assist you to meet your fund styles and ultimately, the objective(s) of your fund.

Order a unique copy of this paper
(550 words)

Approximate price: $22

Basic features
  • Free title page and bibliography
  • Unlimited revisions
  • Plagiarism-free guarantee
  • Money-back guarantee
  • 24/7 support
On-demand options
  • Writer’s samples
  • Part-by-part delivery
  • Overnight delivery
  • Copies of used sources
  • Expert Proofreading
Paper format
  • 275 words per page
  • 12 pt Arial/Times New Roman
  • Double line spacing
  • Any citation style (APA, MLA, Chicago/Turabian, Harvard)

Our guarantees

We value our customers and so we ensure that what we do is 100% original..
With us you are guaranteed of quality work done by our qualified experts.Your information and everything that you do with us is kept completely confidential.

Money-back guarantee

At homeworkcheg.com, You have to be 100% sure of the quality of your product to give a money-back guarantee. This describes us perfectly. Make sure that this guarantee is totally transparent.

Read more

Zero-plagiarism guarantee

The Product ordered is guaranteed to be original. Orders are checked by the most advanced anti-plagiarism software in the market to assure that the Product is 100% original. The Company has a zero tolerance policy for plagiarism.

Read more

Free-revision policy

The Free Revision policy is a courtesy service that the Company provides to help ensure Customer’s total satisfaction with the completed Order. To receive free revision the Company requires that the Customer provide the request within fourteen (14) days from the first completion date and within a period of thirty (30) days for dissertations.

Read more

Privacy policy

The Company is committed to protect the privacy of the Customer and it will never resell or share any of Customer’s personal information, including credit card data, with any third party. All the online transactions are processed through the secure and reliable online payment systems.

Read more

Fair-cooperation guarantee

By placing an order with at HomeworkCheg, you agree to the service we provide. We will endear to do all that it takes to deliver a comprehensive paper as per your requirements. We also count on your cooperation to ensure that we deliver on this mandate.

Read more

Calculate the price of your order

550 words
We'll send you the first draft for approval by September 11, 2018 at 10:52 AM
Total price:
The price is based on these factors:
Academic level
Number of pages