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Stock Market Portfolio Report Personal Situation I have been working for five years and have decided that I should do something with my savings in order to provide me with sufficient funds to retire with and maybe even do it early At this point in time Im not worried about having to provide for children because there are no plans to have any I have established myself in my job and receive a decent salary and do not need to supplement my income at this time Objectives My objectives for my investment strategy are to first pay off any student loans that may still be outstanding from university My second objective would to be able to accumulate enough funds to pay off a mortgage on a house The third and most important objective would be to have enough funds to retire with preferably at an earlier age than sixty-five It would also be nice to be able to generate enough funds to be able to help my family especially my sister Asset Allocation After considering my objectives and my personal situation at this time I feel I can take a rather aggressive path in my investment endeavors Being young and having time to make up for any losses later on this would be the time to take the risk on any potentially high growth areas that I can get myself into I also have the flexibility because I have no dependents that I have to support I have decided to go with the following asset allocation strategy 10 in savings 20 in income and 70 in growth See figure 1 Geographic Allocation Ive decided that Im going to have 60 of my funds in North America and 40 of that will be in Canada 20 in the Pacific Rim and 20 in Europe The reason that my Canadian amount is so high is because if I cant invest in my own country
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