开发者:上海品职教育科技有限公司 隐私政策详情

应用版本:4.2.11(IOS)|3.2.5(安卓)APP下载

Carina9999 · 2023年06月12日

如下

* 问题详情,请 查看题干

NO.PZ201805280100000302

问题如下:

A broker proposes to Young three portfolios, shown in Exhibit 1. The broker also provides Young with asset class estimated returns and portfolio standard deviations in Exhibit 2 and Exhibit 3, respectively. The broker notes that there is a $500,000 minimum investment requirement for alternative assets. Finally, because the funds in the money market account are readily investible, the broker suggests using that account only for this initial investment round.


Young wants to earn at least 6.0% after tax per year, without taking on additional incremental risk. Young’s capital gains and overall tax rate is 25%.

Determine which proposed portfolio most closely meets Young’s desired objectives. (Circle one.) Justify your response.


选项:

解释:



The broker notes that there is a $500,000 minimum investment requirement for alternative assets. 


这句话是不是有歧义啊?

很容易理解成,必须要投500,000的alternative assets

1 个答案

lynn_品职助教 · 2023年06月12日

嗨,从没放弃的小努力你好:


这句话是不是有歧义啊?


很容易理解成,必须要投500,000的alternative assets


是的,读起来非常怪,三级里面有很多这种长的拗口的从句,遇到了只能仔细一点慢慢看,考题会好一点,句子更加简短直接。


The broker notes that there is a $500,000 minimum investment requirement for alternative assets.


这句的意思是broker指出,另类资产最低投资要求是50万起。说明另类不投就不投,要投就是50万起。就像我们买私募基金,最起码要100万起步。


如果是客户要求,最低配置50万以上的另类,它会站在客户的角度来讲,比方说Young要求要投资50万以上的另类产品。这整一段都不是站在客户的角度来介绍,而是站在broker的角度介绍产品和建议。

----------------------------------------------
努力的时光都是限量版,加油!

  • 1

    回答
  • 0

    关注
  • 362

    浏览
相关问题

NO.PZ201805280100000302 问题如下 A broker proposes to Young three portfolios, shown in Exhibit 1. The broker also provis Young with asset class estimatereturns anportfolio stanrviations in Exhibit 2 anExhibit 3, respectively. The broker notes ththere is a $500,000 minimum investment requirement for alternative assets. Finally, because the fun in the money market account are realy investible, the broker suggests using thaccount only for this initiinvestment rounYoung wants to earn least 6.0% after tper year, without taking on aitionincrementrisk. Young’s capitgains anoverall trate is 25%.termine whiproposeportfolio mostclosely meets Young’s sireobjectives. (Circle one.) Justify your response. 题干中有Young wants to earn least 6.0% after tper year, without taking on aitionincrementrisk. 的要求。那么在比较portfolio的时候是不是用SFR 更好呢?这样就是Portfolio 1 了

2024-08-07 03:24 1 · 回答

NO.PZ201805280100000302问题如下 A broker proposes to Young three portfolios, shown in Exhibit 1. The broker also provis Young with asset class estimatereturns anportfolio stanrviations in Exhibit 2 anExhibit 3, respectively. The broker notes ththere is a $500,000 minimum investment requirement for alternative assets. Finally, because the fun in the money market account are realy investible, the broker suggests using thaccount only for this initiinvestment rounYoung wants to earn least 6.0% after tper year, without taking on aitionincrementrisk. Young’s capitgains anoverall trate is 25%.termine whiproposeportfolio mostclosely meets Young’s sireobjectives. (Circle one.) Justify your response. 为啥选3,PE=0,谢谢

2024-07-28 14:46 1 · 回答

NO.PZ201805280100000302 问题如下 A broker proposes to Young three portfolios, shown in Exhibit 1. The broker also provis Young with asset class estimatereturns anportfolio stanrviations in Exhibit 2 anExhibit 3, respectively. The broker notes ththere is a $500,000 minimum investment requirement for alternative assets. Finally, because the fun in the money market account are realy investible, the broker suggests using thaccount only for this initiinvestment rounYoung wants to earn least 6.0% after tper year, without taking on aitionincrementrisk. Young’s capitgains anoverall trate is 25%.termine whiproposeportfolio mostclosely meets Young’s sireobjectives. (Circle one.) Justify your response. 都是3%?不用交税吗?

2024-07-13 10:57 1 · 回答

NO.PZ201805280100000302 问题如下 A broker proposes to Young three portfolios, shown in Exhibit 1. The broker also provis Young with asset class estimatereturns anportfolio stanrviations in Exhibit 2 anExhibit 3, respectively. The broker notes ththere is a $500,000 minimum investment requirement for alternative assets. Finally, because the fun in the money market account are realy investible, the broker suggests using thaccount only for this initiinvestment rounYoung wants to earn least 6.0% after tper year, without taking on aitionincrementrisk. Young’s capitgains anoverall trate is 25%.termine whiproposeportfolio mostclosely meets Young’s sireobjectives. (Circle one.) Justify your response. 您好,请问municipbon收益率计算不需要乘以0.75吗

2024-07-12 21:40 1 · 回答

NO.PZ201805280100000302 问题如下 A broker proposes to Young three portfolios, shown in Exhibit 1. The broker also provis Young with asset class estimatereturns anportfolio stanrviations in Exhibit 2 anExhibit 3, respectively. The broker notes ththere is a $500,000 minimum investment requirement for alternative assets. Finally, because the fun in the money market account are realy investible, the broker suggests using thaccount only for this initiinvestment rounYoung wants to earn least 6.0% after tper year, without taking on aitionincrementrisk. Young’s capitgains anoverall trate is 25%.termine whiproposeportfolio mostclosely meets Young’s sireobjectives. (Circle one.) Justify your response. 本题如果用SFR 也是选组合3吧?另一个回答里提问说是按照SFR选组合1?不对吧

2024-07-01 23:11 2 · 回答