Retirement Investment Strategy
Goal
Recommend how a family (ages 45 and 42, five children, $25,000 saved) should invest for retirement while keeping risk manageable.
What I did
Analyzed about 9,900 mutual funds in a six-page Power BI report. I grouped funds by risk level, compared 1-, 3-, 5- and 10-year returns, and measured return per unit of risk.
Result
Recommended a diversified mix of 50% Large Blend, 30% Moderate Allocation and 20% High Yield Bond with six specific funds, at a 16.1% three-year return and moderate risk.



