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Investment Strategy Essays

Essay on Investing Strategy

Investment Plan Objectives The primary purpose of this investing strategy is to assist the client, a 32-year-old grocery shop manager, in realizing his dream of retiring comfortably at age 60. The customer wants to have four decades of funded income and retire on 80% of his pre-retirement salary. He also wants to be able to ... Read More
Pages: 7       Words: 1692

Equity Investment Strategy

Introduction An investment can be defined as the appreciation of value over a given period. The asset, once acquired is held for a given period after which it has increased the wealth due to the appreciation of their prices over the same period. One of the most important features associated with any given type of ... Read More
Pages: 6       Words: 1578
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Investment Strategy Case Study: Mr. John City

OVERVIEW Mr. John City, a 40-year-old IT consultant, intends to save his money after he retires at the age of 65. With his annual salary at $150,000 per year, Mr. John City is confident that it will increase by 2.0%p.a until he retires. Currently, he has $80000 in a small pension scheme. According to his ... Read More
Pages: 14       Words: 3658
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