You could identify your risk profile for the purpose of the asset allocation. Aggressive perhaps? This analysis of your personal risk profile is also important with regard to Question 2 of the assessment.You could also share your analysis of emerging markets and new technology (macro level analysis) Thank you for writing in.You could identify your risk profile. Dynamic/Balanced? Please share your rationale behind the choice of the vehicles. In case of your choice of Aberdeen Global Indian, of how would a drop in the localcurrency (INR) impact your investment? Thank you your contribution to this discussion. Are you comfortable with an allocation of almost 1/3 of your portfolio to one vehicle? What would be the impact on the overall portfolio if that investment went south? Please also identify your risk profile. It helps with the asset allocation. Thank you for writing in. You could identify your risk profile for the purpose of the asset allocation. This is necessary for the construction of your portfolio. I would assume that given your preponderance towards equity, you have opted for an aggressive risk profile. You could also share your rationale behind your various sectoral /geographical choices (infrastructure, technology,India,etc. In case of First State Indian Subcontinent, how would a drop in the local currency (INR) impact your investment in said fund.? As I have posted earlier, nothing wrong with your selection here. Just throwing up some thoughts Thank you for posting in your simulation. Perhaps you could outline your rationale behind the sectoral allocation (Sector Equity Consumer Goods & Services) in the case of Amundi ETF S&P Global Luxury UCITS ETF. A note about leveraged and inverse ETFs (CBCACL). These are highly specialised tactical tools that should be implemented with caution. These products are primarily intended for professional traders. Secondly, from point of view of this course and more specifically, the final assignment- we will not be considering leveraged or inverse Etfs (with "ultra" " x2" or "short" in their name) in the construction. It would help if you define your risk profile. This is a necessary and essential condition in the construction of your portfolio (especially with regard to the final assignment). The choice of a risk profile is necessary since the asset allocation is based upon the same. So you need to define if your risk profile is defensive, balanced, dynamic or aggressive. I have commented in earlier posts on the forum about taking small/insignificant positions (4% - BGF World Technology,2 %- MLPS).The way I see it, after all, even an excellent investment has only a marginal impact on the total value of the portfolio if the capital is spread thin. A little more detail on your rationale and strategy based on your investment objectives will help when addressing the final assessment. Jude has interpreted the final assessment correctly, except You may stretch stretch to 4,000 words. In the interim assessment you built funds up to a nestegg. In the final, as part of Q3 you supposed to draw them down over a supposed post-retirement lifetime. Do not continue building them up. Allow for inflation. Even if you have other income and do not intend to draw down a nestegg, do so, please, for the purposes of the assessment. I prefer you to submit in Word, rather than pdf. If you are smart enough to insert an Excel table in Q£, go ahead, but not matter if you can't. Hello Jude, It is like self management of your nestegg. You may take the nestegg from the interim or take another starting point and then show how capital can be drawn down over many years (post retirement), with the remaining capital still generating a return until it runs out. As Dr. Damary has said, please do allow for yearly inflation.