A description of what type of broker you’re using An assessment of how much you’ll pay in fees in the course of a year.

Scenario: At the age of 23, from your monthly income, you find that even after putting money in your emergency fund, paying all of your bills, and saving a little money for your vacation this summer, you have $350 each month leftover. In this project, you’ll assemble an investment strategy. Your written work must include: A pie chart showing how your $350/month is being allocated At least 2 additional charts or graphs — you can create them yourself or copy/paste from elsewhere; if copy/pasting, be sure to give credit to the original source An explanation of how your monthly money is getting into the investments (automatic transfers into your investments? saving up lump sums to invest? executing a different strategy each month? something else?) A description of what type of broker you’re using An assessment of how much you’ll pay in fees in the course of a year Details on the risk and return prospects for your investment strategy Details on the individual components of your portfolio The rationale for why you made each decision you did