Assignment 4.3: Investment Strategy

In this assignment you will create an investment plan for your project business, supporting your analysis using personal experience, website searches, and/or interviews.

Click on the “Project” tab in the top navigation bar for details on the course project.

Procedure

1. Research the different types of investment strategies available to your company found online, in practice, by brainstorming, or in the text. Remember to consider reinvesting in the company through retained earnings or issuing a dividend to the company’s stockholders as viable options.  
2. Open your course project Microsoft Excel file and rename Sheet 4 to “Investment Strategy.”
3. Determine the risk-return trade-off for your company. Record this in the “Investment Strategy” sheet in an easily readable format in this worksheet. Avoid using paragraph format. Excel is more amenable to bullets.
4. Choose investments for your business based on your risk-return trade-off analysis for the company and your research. Record these in the worksheet “Investment Strategy” along with the rationale for your choices. Record the information in an easily readable format in this worksheet. Make certain to include the source/s of the information provided.