Discuss About The Prioritizing Portfolio Investment Projects?
With a view to cover its monthly expenses after retirement, Shaun wants to invest $890,000 in superannuation to create value or increase his private wealth. Shaun could have various options such as investing his money in private equity funds, hedge funds sovereign funds or derivatives. The main investment idea for creating value on the investment could be related to investment in diversified funds which will give high value creation. Shaun could invest half of its money in money smart investment which will give around 10.6% rate of return. However, it will have high risk. Nonetheless, investment in high growth fund will also give 10.8%. This level of investment in these funds will have cost of investment of .5%. If Shaun wants to have zero risk on his investment then he could invest his full money government bond funds at 5% rate of return. However, the best investment option which Shaun could have is related to investing 50% investment in government gilt securities and 50% in other diversified funds (Rebennack, 2014). In addition to this, he could also take various insurance plans and permanent disability insurance program to overcome possible risks.
Investment in specified funds to build up house for children
Shaun needs to allocate his funds in different mutual funds and investment plans. However, investing in commercial papers and portfolio investment will increase the supper multiplier funds.
Shun needs to maintain its monthly contribution in prepared set portfolio. However, if could increase the cash inflow for these prepared portfolio then he should invest his funds in portfolio set. In addition to this, he could also take hedge funds to create shield against its debts.
It is evaluated that if Shaun want to determine the amount of capital which he will receive then he should use money smart calculator. In order to use this money smart calculator, he needs to use cost of capital rate, return on investment and multipliers which will be implemented on the invested capital.
Shaun could plan its family holiday in Cape Town by investing $25000 on monthly basis in diversified portfolio.
Building or renovating house after his retirement for its effective looking could be done by making annual investment of $ 10000 for 15 years at an average return of 15% in conservative investment funds.
Shaun could invest his investment money in Bupa life insurance for taking health life insurance on his life and his family member’s life. However, the amount of premium and maturity value in this investment will be available for tax deduction.
If Shaun could take permanent disability insurance then it will create effectiveness to protect his life chances and compensating the life surety. This insurance plan could increase the overall efficiency to encounter the risk arise from the permanent disability in his life.
This is the strategic planning to create shield against all the risk related to earn annual income on his investment. Therefore, deficiency in the set income will result to amount received from the insurance company. This will take insurance premium amount.
This is the insurance plan which Shaun could take from ICICI insurance company to secure his mental and physical disability. In case, Shaun face these problems then he will be compensated by the certain amount for the same.
There are several other insurances plans such as health insurance, income saving insurance and budget set insurance plan which will help Shaun to overcome all the uncertainty
In terms of Estate Planning, we recommend Shaun:
To invest half of it’s saving in managed growth funds which will give 10.5% return on his investment.
If he could reduce his end investment plans then Shaun will also have to change his investment plans in determined approach.
Investment in different portfolio and investment plans depends upon the risk and return of the investment plan. For instance, if Shaun could take high risk in his investment then it will increase the overall return but may also result to destruction.
Altuntas, S., & Dereli, T. (2015). A novel approach based on DEMATEL method and patent citation analysis for prioritizing a portfolio of investment projects. Expert systems with Applications, 42(3), 1003-1012.
Bodie, Z. (2013). Investments. McGraw-Hill.
Channon, D. F., & Jalland, M. (2016). Multinational strategic planning. Springer.
Das, I. (2014). Investment Planning Models and Optimal Incentive Design for System Planners and Investors to Integrate Renewables.
DeFusco, R. A., McLeavey, D. W., Anson, M. J., Pinto, J. E., & Runkle, D. E. (2015). Quantitative investment analysis. John Wiley & Sons.
Frost, J. J., Sonfield, A., Zolna, M. R., & Finer, L. B. (2014). Return on investment: a fuller assessment of the benefits and cost savings of the US publicly funded family planning program. The Milbank Quarterly, 92(4), 696-749.
Hung, D. Q., Mithulananthan, N., & Bansal, R. C. (2014). An optimal investment planning framework for multiple distributed generation units in industrial distribution systems. Applied Energy, 124, 62-72.
Rebennack, S. (2014). Generation expansion planning under uncertainty with emissions quotas. Electric Power Systems Research, 114, 78-85.
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