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Personal Finance: Portfolio Project

Olivia Milone

Long Term Needs

-Retirement

-Stocks

-Life Savings

-Loans

Bank

Short Term Needs

Investing

I would choose to use Wells Fargo to put the other $9000 in a retirement savings account

Financial Goals

-No college tuition debt after graduation

-Able to retire by 55

-Able to pay for kids' education

-Car

-College

-Shopping

I would invest $1000 into Audi because it was a growing company and it worth a lot of money. I would have 1.54 shares of this company. My goal is to make more money off of it than I invested into it.

Savings

Investing

I would invest $10,000 into the Facebook stock because it is a growing stock and I would make money off of it. I would have 102.4 stocks.

I would put $5000 dollars in a 6-9 month savings account for emergencies.

Why This is Right for Me

This portfolio is right for me because I have balanced the use of my $25,000 dollars fairly equally so that I can save for retirement and still make money off of stocks.

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