Republic of the Philippines

Davao Oriental State College of Science and Technology

Guang-Guang, Brgy. Dahican, City of Mati
Institutes of Business and Public Affairs

FM131: INVESTMENT AND PORTFOLIO MANAGEMENT

OWN INVESTMENT PORTFOLIO

(Final Requirements)

Submitted by:

Brayan T. Bustamante
Student

Submitted to:

Ms. Kaulani Marie Dagani

Instructor
OWN INVESTMENT PORTFOLIO
At my age today I am planning to my Family that have a better future
someday thats why I am making a portfolio investment. Today i have saving
the amount of 500,000.00

I conclude to diverse my investment into categories: 40/30/30 (/Bonds/Cash)

BRYAN BUSTAMANTE PORTFOLIO

Robinsons Land
Corp.
Bryan Resto Bar 20%
25%

RCBC Bank
5%
SM Ivestment Corp
20%

High Yield Bonds

15%

Treasury Bonds
15%

Stocks Percentage Amount to Invest in Peso

Robinson Land Corp. 20% Php 100,000.00
SM Investments Corp. 20% Php 100,000.00
Bonds
Treasury Bonds 15% Php 75,000.00
High Yield Bonds 15% Php 75,000.00
Cash
RCBC 5% Php 25,000.00
Brayan’s Restobar 25% Php 125,000.00

TOTAL 100% Php 500,000.00