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FIN3CSF Case Studies in Finance For Adequate Portfolio

Questions:

This case study requires the preparation of an investment portfolio proposal document to be provided to the client, which provides the following information:
 
1. Do market research and download relevant data from the following sources provided.
2. An explanation of the underlying investment philosophy and strategy for the development of the portfolio, which is consistent with the indicated requirements of the client. Explanation and justification for this strategy, individually or relative to alternatives, should be provided.
3. A description, in table or similar format, of the recommended portfolio components, indicating the selected assets / securities and the magnitudes of investment in each.
4. A brief explanation of how each of the recommended investment components aligns with the overall investment strategy.

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