Finance
Portfolio Report:
¬ The report needs to include:
(1) your goals, objectives, constraints and preferences;
(2) how you modify your portfolio to make it consistent with your goals, objectives, constraints and preference; and your final portfolio (including asset allocation)
(3) your portfolio performance evaluation.
• Don’t forget accrued interest on bonds
• Table 22-1, 22-2 as reference
¬ The report should be double spaced and no more than five pages.
¬ You may use two table

