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Personal Investing Options
Techy1: James Lu
Techy2: Jonathan Hernandez
Organizer1: Wailee Wong
Organizer2: Scott Koumis
Summarizer: Syedabbas Zaidi
Two Scenarios
Scenario #1 (Moderate Risk)
 Investment approach for the majority,
medium risk, medium return.
Scenario #2 (High Risk)
 Investment approach for high risk,
high return player.
Demographics
Recent Graduate of Cal Poly Pomona
Age of Graduation: 24
Marital Status: Single!!
Job: Engineer
Salary: $63,812
Age of Retirement: 65
Inflation Rate : 2.80
Scenario #1 (Ms. M)
Medium Risk Investment Approach
 Maximize profit with minimum risk
 Mutual Funds
 IRA
 Real Estate
 US Federal Bonds
Scenario #2 (Mr.X)
High Risk Investment Approach
 Maximize profit with high risk
 Volatile stock shares
 Mutual funds with high rate of
return for a limited time.
Which one are you?
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