[DOWNLOAD] "Sergio Ramos's Personal Investment Plan" by Chuck Grace ~ eBook PDF Kindle ePub Free

eBook details

Title: Sergio Ramos's Personal Investment Plan
Author : Chuck Grace
Release Date : January 19, 2010
Genre: Business & Personal Finance,Books,Finance,
Pages : * pages
Size : 481 KB

Description

Sergio Ramos was about to graduate from the HBA program at the Richard Ivey School of Business. Taking some time to reflect on his financial future, he completed several on-line assessments and determined that he fell into the category of a balanced investor. Sergio’s overall financial goal was of long-term wealth appreciation, with the specific goals of retirement, home ownership, and funding his children’s education. He had a fair amount of investable income spread over a 20-30 year timeline, planned to adhere to a detailed household budget, and practiced disciplined rebalancing and benchmarking of his portfolio. Sergio was convinced his portfolio served to maximize his return and meet his goals while minimizing his risk exposure.