FI 340 Final Project – paper
Summer 2008
1. Who am I?
I am a MS-Finance student who interesting in every kind of investment. Before I came to the U.S., I used to work for three years to be a stock broker at Capital Securities. While I worked there, I knew myself that I fall in love with investment even though my job related only the stock market. I need to know more about the investment field, so I decided to come to the U.S. where the center of financial world is. During my job, I loss almost 75% of my capital in stock market. I do not know why I spend a lot in that lesson but one thing surely was that I did the wrong method. Here in the U.S., I can find a lot of more information about investment rather than in my country. Everything in the U.S. motivates me to be a successful investor in the future. However, after I finish this class, I still need more learning to survive in investment world.
2. What Do I Want to Accomplish?
The purpose of the investment for me is both in learning and investing, basically not loosing money, I also want try to minimize the risk. Since I learn lots of investing skill during my Investment class, so I have confident with no loosing the money and achieve the return purpose. Moreover, in my long-term dream, I want to get by using money work for me and finally finishing with the financial freedom. Therefore, I want to create a portfolio which steady, good margin and profitable during the well perform market environment, and minimizing or avoid the losing much when the market slowing down. I prefer to maintain a portfolio which would generate low-risk and good profits for long run.
3. What Return and Risk Targets do you want?
In my whole portfolio ...