For investors who want to Maximize Returns and Minimize Risk
Diversification
Asset Allocation
Dollar-Cost-Averaging
Portfolio Rebalancing
In this episode of Missional Money, we’re meeting with students in my Personal Finance Course at the Bauer College of Business at University of Houston. Below are some of the notes for their weekly assignment. In case you didn’t know, we use for same financial planning software. We use RightCapital in all of our as we use with our clients at
Instructions for Assignment Week 10
Topical Timeline/Outline for Zoom Meeting
Indicate whether you attended the Zoom Meeting, watched live on Facebook, watched live on YouTube, or viewed the video at some other time via Facebook or YouTube.
Include a Topical Timeline/Outline for this week’s lecture as follows:
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Topical Outline
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Timing for the topic from 05:10 – 11:15
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Next Topic
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Timing for the next topic from 11:16 – 15:25
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And so on…
Be sure to include the Topical Timeline/Outline all together in one section of your assignment article, here’s an example of what I mean:
Introduction: 00:00 – 1:25
How to Catch Fish: 01:25 – 4:45
How to Clean Fish: 04:25 – 09:55
When to Go Fishing: 09:55 – 13:44
What Kind of Fish are good to eat: 13:44 – 21:32
Fish Story Summary: 21:32 – 34:21
Here’s this Week’s Zoom Meeting on YouTube: Investment Strategies 2021
4 Investment Strategies:
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Diversification
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Asset Allocation
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Dollar-Cost-Averaging
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Portfolio Rebalancing
Week 10 Assignment Part Two
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Log into your planning portal.
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In this week’s assignment, you will update your plan by reallocating assets and investments. You will experiment with different settings and do some outside research to come up with a rough investment plan. Then you will show the results for the retirement analysis before and after.
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First, go to the retirement analysis and take a screenshot showing your probability of success
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If you have any balances in investments, take a screenshot of them and what the asset allocation is.
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If you don’t have any investments under net worth, go under savings and screenshot what you are saving for retirement.
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Go back to the retirement analysis and experiment with the action items at the bottom. How does your retirement plan’s chance of success change whenever you make changes to retirement age? Retirement monthly expenses? Asset allocation strategy? Income, savings, and expenses?
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Go to the investment tab and look at your asset allocation. Play around with different target allocations (moderate, conservative, etc.). Then choose a strategy.
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Make sure that your expenses are reasonable (pre-retirement living expenses, retirement monthly expenses, etc.)
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Go back to investments and explain your strategy behind the asset allocation you chose. Which asset classes did you choose and why?
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Don’t forget to include a screenshot of your retirement analysis AFTER these changes!
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Create ONE PDF and submit to BB.
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