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mino酱是个小破货 · 2025年04月29日

烦请问下老师这么答可以吗?谢谢老师

* 问题详情,请 查看题干

NO.PZ202212280100005201

问题如下:

(1) The broker suggests that Young rebalance her $5.5 million money market account and the $3.0 million tax-deferred retirement account periodically in order to maintain their targeted allocations. The broker proposes the same risk profile for the equity positions with two potential target equity allocations and rebalancing ranges for the two accounts as follows:

· Alternative 1: 80% equities +/– 8.0% rebalancing range

· Alternative 2: 75% equities +/– 10.7% rebalancing range

Determine which alternative best fits each account.


选项:

解释:

Alternative 2 is for her $5.5 million money market account.This account is a taxable acountalbe. Since the tax payment can reduce the volatility, the rebalancing range can be wider.

Alternative 1 is for her 3.0 million tax-deferred retirement account. Without the effectivity of volatility redection, the rebalancing range can be thiner.

1 个答案

Lucky_品职助教 · 2025年04月30日

嗨,从没放弃的小努力你好:


回答没有问题,但是有些语法错误,如 “taxable acountalbe” 应改为 “taxable”;“thiner” 应改为 “narrower”。

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