portfolio report

(1) your goals, objectives, constraints and preferences; (2) how you modify your portfolio to make it consistent with your goals, objectives, constraints and preference; and your final portfolio (including asset allocation) (3) your portfolio performance evaluation. • Don’t forget accrued interest on bonds • Table 22-1, 22-2 as reference ? The report should be double spaced and no more than five pages. ? You may use two tables and two graphs in the five-page report. All other data and graphs should be in the appendix