You are working for an asset manager firm in London and you are asked to create and investment proposal for a new client. The potential investor has not disclosed his risk aversion level yet, therefore you are asked to include in the investment proposal two different portfolios reflecting two different levels of risk aversion. The client would like to invest in a portfolio where the risky component is chosen according to an “investment theme”.The investment horizon of the client is medium to long-term (5 years) and therefore he would like to choose and investment proposal with a strong motivation behind.The investment theme chosen is E-commerce and the 5 selected stocks are:1) Amazon2) AliExpress3) Etsy4) Alibaba5) E-bay An investment proposal with figures and graphs must be presented (description on what is necessary is given in the assignemnt brief ).
