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Investment Portfolio

FLVS Economics Assignment
by

Ely Perez

on 13 August 2013

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Transcript of Investment Portfolio

Investment Portfolio
2.04 Honors Assignment
Created by Ely Perez
A CONSERVATIVE INVESTMENT
NONE
Name of Company
Contact Information
Mail
Ally Financial
P. O. Box 380901
Bloomington, MN 55438
Phone Number
1-877-247-ALLY
Chat/Email
www.ally.com
Company Details

Founded in 1919 as an Automotive Finance Business
Considered the "Best Online Bank" by Money Magazine
Member of FDIC
Type of Investment
5-Year CD
Risk Level
LOW
LOW
LOW
LOW
LOW
LOW
LOW
LOW
LOW
LOW
LOW
LOW
LOW
LOW
LOW
LOW
LOW
LOW
LOW
LOW
LOW
LOW
taken on 08/06/2013
Expected Rate of Return
Minimum Deposit
MODERATE
Risk Level
AGGRESSIVE
Risk Level
Name of Company
Computer Science Corporation
Contact Information
CSC Investor Relations
3170 Fairview Park Drive
Falls Church, VA 22042
Mail
Phone Number
1-800-542-3070
Email
investorrelations@csc.com
Website
www.csc.com/investor_relations
Company Details
Has over 50 years of SUCCESS
CSC creates technology-based solutions to accomplish the "impossible", solving their client's Challenges
Type of Investment
STOCK
08/07
http://money.cnn.com/quote/quote.html?symb=CSC
Minimum Investment
Expected Rate of Return
53.96
1.53%
Name of Company
Contact Information
Company Details
Type of Investment
Expected Rate of Return
Minimum Investment
877-662-7447
Phone Number
Website
https://investor.vanguard.com/corporate-portal
Is #1 for Mid-Cap Value according to US News
Vanguard is an American Investment Management company providing services to its investors
Mutual Fund
6.23 %
3K
I am interested in Ally Bank because of its ingenuity. Being rated the number one online bank, it is a great way to safely invest from home. Ally's 5 year CD has an APY of 1.50% which is really high for a Certificate of Deposit. Since is backed by FDIC you are guaranteed your money. Another great thing about this investment is its NO minimum Deposit.
Why are you interested in this investment?
Why are you interested in this investment?
Why are you interested in this investment?
I am interested in Vanguard because they can invest my money in other funds that best benefit me. Since it is rated #1 Mid-Cap Value by US News there is not a great risk. With a minimum investment of $3,000 this investment management company will make the most out of my money. Vanguard is Client owned which puts me as a "Client" first. This is a great Mutual fund that would help me with other investments.
I am interested in Computer Science Corporation because I am for the advancement of technology. CSC helps laboratories and other companies accomplish their goals through computer based solutions. Since the Human Race will continue to advance in technology this High-Risked investment will rarely fall. As of my research this company seems to be thriving. CSC is a great corporation to invest in.
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