Thematic Investing and Investment Proposal


 

Proposal for a new client. The potential investor has not disclosed his risk aversion level yet, therefore you are asked to include in the investment proposal two different portfolios reflecting two different levels of risk aversion.

The client would like to invest in a portfolio where the risky component is chosen according to an “investment theme”.
The investment horizon of the client is medium to long-term (5 years) and therefore he would like to choose and investment proposal with a strong motivation behind.
The investment theme chosen is E-commerce and the 5 selected stocks are:
1) Amazon
2) AliExpress
3) Etsy
4) Alibaba
5) E-bay

An investment proposal with figures and graphs must be presented (description on what is necessary is given in the assignemnt brief ). Please include the necessary graphs and figures in the assignment.
a final overall report of the investment proposal is required mentioning why the given industry is a good sector to invest and use the findings and statistics to support your point.

I need 7 pages