Weekly Blog #21

Due January 16^th, 2015

Matthew Blair

            This week went well. I wrote my first primary learning Evidence of Learning and worked very hard on my Final Product. I accomplished the homework that my mentor assigned me, which was to find an ETF for each asset class to put in to our portfolio. I have divided my Final Product into sections and assigned due dates to each section, and as of right now we are right on track with my plan; If all goes according to schedule then I will be done mid to late April. Today (Friday 13, 2015) I am meeting with my mentor, Mr. Allen, and we will hopefully physically construct the portfolio in Bloomberg. I have worked ahead and divided up our portfolio according to the percentages that were given to me by Mr. Allen. I have $25,000,000.00 to invest for Client A. Client A has a moderate risk profile and Mr. Allen and I have catered his portfolio to that. I look forward to my meeting with Mr. Allen this afternoon and I hope to learn even more. For my Final Product I predict that I will have a lot of detailed and valuable notes to type up and be able to look back upon/use.