The proposal should clearly identify the following:

1. Target investors: what is the expected risk level (low/medium/high), as defined by the portfolio return standard deviation.
2. Investment objective: define a benchmark portfolio (S&P 500 is the designated benchmark for you all). The clear objective is to outperform the benchmark.
3. Portfolio strategies: Principal Risks: describe the major sources of potential risks associated with your portfolio.
    a. Specify your desired strategy
    b. Specify your desired market capitalization (Market Cap) of your investments.
    c. Number of different securities in the portfolio (can be dynamic).
4. Principal Risks: describe the major sources of potential risks associated with your portfolio.
5. List a sample of 5 potential stock holdings and their respective weight. Use a table like below (just an example, DO NOT copy and paste):
Ticker Symbol          Stock Name                      Sector                                  ProposedWeight
FB                              Facebook                        Communication Services              5.0%
AMZN                          Amazon                        Consumer Discretionary                4.5%
AAPL                              Apple                              Information Technology              4.5%
MSFT                        Microsoft                            Information Technology              4.0%
GOOGL                        Alphabet                        Communication Services            4.0%

Below is the attachment of the Holding Report