Final Presentation – Investment Portfolio


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This week, you will be creating an eight- to 10-slide PowerPoint presentation based on your Week 4 Investment Portfolio assignment. This presentation should address the main components of your investment portfolio as if you are presenting it to a trusted friend or relative to get their opinion, perspective, and input. It should be based on the following hypothetical scenario:

Scenario: Imagine you have just won $100,000 in a lottery. You want to invest this money wisely so it can grow over time and help you achieve your overall investment goals.

In addition to creating your eight to 10 slides, you must also include slide notes (also called Speaker Notes). For each slide, your slide notes should contain a minimum of 100 to 200 words describing and expanding information on that slide.

Your presentation must also include at least two graphics (e.g., charts, trend line, tables) to illustrate your key points and make the presentation look professional. Once you have created your presentation, you will also need to save it as a PDF file with your slide notes visible and submit it to Waypoint.

In your eight- to 10-slide presentation, include the following:

  • Describe your current financial situation at a high level.
  • State your two SMART investment goals.
  • Discuss your three major types of investments and your rationale for why you chose those three specific investments types.
  • Explain how you would allocate the $100,000 to invest in the three investment types.
  • Include two graphics that illustrate your dollar or percent allocation of investment funds or that visually support your investment portfolio.
  • Discuss what financial return you estimate the investment portfolio to deliver 5 years from now.
  • Explain two key assumptions you used to arrive at the estimated financial return 5 years from now.
  • Discuss one potential risk to your overall portfolio.
  • Describe your plan for monitoring your investment portfolio routinely.

Remember: Add at least 100 to 200 words of explanation to the Speaker Notes section of each slide. Be sure to include at least two graphics.

Submission Instructions

  • Submit your PowerPoint to Waypoint as a PDF document with the Speaker Notes visible. To do this, follow these instructions:
    • Select File.

  • Select the Print option.

  • Change the Printer option to your PDF reader (e.g., Adobe PDF).

  • Change the Full Page Slides option to the Notes Pages The preview of your presentation on the right should change to show your Speaker Notes.

  • Click on Print.

  • Make sure you save it as a *.PDF file and submit it to Waypoint

The Investment Portfolio Presentation

  • Must be eight to 10 slides in length (not including title and references slides) and formatted according to APA Style.
  • Must include a separate title slide with the following:
    • Title of presentation in bold font
      • Space should appear between the title and the rest of the information on the title page.
    • Student’s name
    • Name of institution (The University of Arizona Global Campus)
    • Course name and number
    • Instructor’s name
    • Due date
  • Must include at least two graphics (e.g., tables, charts, trend lines).
  • Must use at least two credible sources in addition to the course text.
  • Must document any information used from sources in APA Style
  • Must include a separate references slide that is formatted according to APA Style
  • Must be submitted to Waypoint as a PDF with the speaker notes visible.
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