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"Taking Control of Your Money"

 

Table of Contents

 

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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