1. Investment Project Florida Institute of Technology College of Business
Personal Financial Planning
Mr. Tim Muth
Abdullah Kurdi
Audrey Gangloff
Tate Beason

2. Strategy Long term investment Maximize profit
Minimize potential losses
Moderately aggressive strategy
Diversification

3. Certificates of Deposit
Strategy
Asset Class
Percentage of Capital
Amount ($)
Stocks
20%
200,000
Mutual Funds
30%
300,000
Bitcoin
Certificates of Deposit

4. Certificates of Deposit
Invested $300,000
5 years, APY of 2.27
Expected profit at maturity is $35,629

5. Mutual Funds Invested $300,000 Fidelity “Growth Fund”
Domestic and Foreign Stock, Long and Short Term Bonds
7.12% Return on Investment ($21,877)

6. Stocks
Invested $200,000
25% return on Investment
Profit of $225,997

7. BITcoin
Invested $200,000
7.7% return on Investment
Profit of $15,314

8. Profit From $1,000,000 Invested ~ 3 months Period
Aggressive and Diversified Strategy
Overall Gain of $122,775
12.3% return on investment

9. Life-long Lessons Set your financial goals
Identify what type of investor you are
Invest in what you know and understand
Do not panic
Be patient
Look long term
Use the Dollar Cost Averaging Strategy in your advantage