Page 9 - Sainsbury Strategy and Invetsment Recommendations
P. 9
Strategy Options
Given the equities investment will form a small part of the overall investment portfolio, we will look at 2 options, the second
slightly more aggressive than the first:
Option 1
a) Invest lump sum of $200,000 in a portfolio of equities
b) Add a further $10,000 per month to the portfolio *
Option 2
a) Invest lump sum of $200,000 in a portfolio of equities
b) Add a further $10,000 per month to the portfolio *
c) Add further $10,000 per month to the portfolio using borrowed funds *
* Regular investments (dollar cost averaging), is a strategy to reduce the impact of volatility by spreading out the purchase dates of
investments by investing regularly at intervals, in equal amounts
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