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Anne · 2024年01月24日

diversified portfolio是指的另类投资吗？

  1. CFA III
  2. Asset Allocation

* 问题详情，请 查看题干

NO.PZ202212280100000501

问题如下：

Based on Exhibit 1, which portfolio best meets the Laws’ education goal for their children?

选项：

A.

Portfolio 1

B.

Portfolio 2

C.

Portfolio 3

解释：

A is correct. Portfolio 1 best meets the Laws’ education goal for their children. The estimated present value of the Laws’ expected education expense is $275,000. Given that the children will be starting college soon, and the Laws have a very strong desire to achieve this goal, Portfolio 1, which stresses liquidity and stability, is most appropriate to meet the Laws’ short-term education goal.

  1. diversified portfolio是指的另类投资吗？
  2. 哪里写了75/25,请截图指明出处。
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1 个答案

lynn_品职助教 · 2024年01月25日

嗨，努力学习的PZer你好：


diversified portfolio是指的另类投资吗？

哪里写了75/25,请截图指明出处。


是的，


题目中有这么一句话“Raya concludes that a portfolio of 75% global equities and 25% bonds”，给出了一个75/25的参考。



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NO.PZ202212280100000501 问题如下 Baseon Exhibit1, whiportfolio best meets the Laws’ ecation gofor their chilen? A.Portfolio 1 Portfolio 2 C.Portfolio 3 A is correct. Portfolio 1 best meets the Laws’ ecation gofor their chilen. The estimatepresent value of the Laws’ expecteecation expense is $275,000. Given ththe chilen will starting college soon, anthe Laws have a very strong sire to achieve this goal, Portfolio 1, whistresses liquity anstability, is most appropriate to meet the Laws’ short-term ecation goal. 家庭要fun孩子的college tuition fee，不是应该选一个流动性高的组合吗？谢谢老师

2024-06-17 21:10 1 · 回答