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Investment
Portfolio Example:
An Investment Portfolio
is a mix of investments held by an individual or an
entity. Below is an example of an investment
portfolio that comprises of the 3 major investment
categories, that is Cash, Company shares and Bonds.
Investment Portfolio for Maisha Mapambano - 25 years
old
|
Investment Type |
Value |
% |
|
Savings
account |
300,000 |
8% |
|
Checking
account |
100,000 |
3% |
|
Time
Deposit |
400,000 |
11% |
|
Mutual
Fund-Umoja Fund |
500,000 |
14% |
|
Twiga
company shares |
600,000 |
16% |
|
TATEPA
company shares |
800,000 |
22% |
|
Treasury
Bills |
1,000,000 |
27% |
|
Total
Value of Portfolio |
3,700,000 |
100% |
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