Phase Five.......

You know that you should prepare for the pssibility tha one day you could receive an inheritence for which you will
need to make investment decisions. So this week, you decide to plan out what you would do if you received a
$100,000 inheritence which you would like to invest. Since you recognize the importance of diversification, invest the
amount in a variety of financial instruments. First list your age, dependents, marital status, main financial goal, and
level of risk tolerance.


Type of Investment Amount Shares 52 Week High/Low Current Price Total Cumulative Amount Why you selected the particular investment.

Stocks $50,000

Nintendo Co., Ltd (NTDOY) 1,000 $22.50/$12.50 $21.00 $21,000 $21,000 I do not know anything about stocks, or how to buy,
or the best way to invest in them. So, I chose these
Target (TGT) 300 $60.00/$47.26 $49.04 $14,712 $35,712 three stocks because I use and am familiar with them,
and they are limited in how they place like their product.
Sony Corporation (SNE) 300 $52.29/$31.80 $41.47 $12,441 $48,153 Examle, WalMart is on every corner.

Mutual Funds $30,000

Capital Appretiation 400 $21.30/$19.65 $20.31 $8,126 $8,126 Seeks long term growth of capital and increase of future income

Growth Stock Fund 450 $30.00/$26.26 $27.78 $12,501 $20,625 Seeks maximum capital appreciation thru the use of high risk techniques

Equity Income Fund 336 $27.99/$25.58 $26.36 $8,856.96 $29,481.96 Conservitive fund with objectives of moderate growth from the dividends
of solid companies with low (P/E ratios
Cash Fund $20,000 Interest Rate

6 month CD No High/Low 4.41%

1 Year CD No High/Low 4.84%

5 Year CD No High/Low 4.86%

1 Year IRA CD No High/Low 4.64%

5 Year IRA CD No High/Low 4.72%


References:

MSN Money, (2006). Nintendo Co., Ltd, Retrieved June 18, 2006 from http://www.moneycentral.msn.com/detail/stock_quote?Symbol=NTDOY

MSN Money, (2006). Target, Retrieved June 18, 2006 from http://www.moneycentral.msn.com/detail/stock_quote?Symbol=TGT

MSN Money, (2006). Sony Corporation, Retrieved June 18, 2006 from http://www.moneycentral.msn.com/detail/stock_quote?Symbol=SNE

T. Rowe Price, (1996-2006). No-Load Mutual Funds, Retrieved June 18, 2006 from http://www.troweprice.com/prospectHome/0,,pgid=prospHome,00.html?callsource=nc&rfpgid=8304

Reliance Mutual Fund, (2006). Glossary of Terms, Retrieved June 18, 2006 from http://www.reliancemutual.com/mportal/VirtualPageView.jsp

Google Web Definition (2006). Equity Income Fund, Retrieved June 18, 2006 from://www.key.com/htm/H-1.51.b.html