Retirement investment strategy (multi asset class portfolio) based on specific rules based investing to meet certain objectives. Data points are provided and requires to run the calculations to build the strategy to meet the objectives and the write up to explain and justify the strategy choice, analysis with all risk metrics, and overall justification in meeting the objective. Methodology of the strategy and supporting calculations to be presentable and easily understood. More details on the specific objectives will be shared along with the data points. The referencing is in Harvard style.
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