问题如下:
2. Using an economic balance sheet, which of the Laws’ current financial assets is most concerning from an asset allocation perspective?
选项:
A.Equities
B.Real estate
C.Fixed income
解释:
A is correct.
The Laws’ equity portfolio is heavily concentrated in WS stock (80% of the equity portfolio), and both Laws work at WS. Should WS encounter difficult economic circumstances, the investment value of WS stock and the Laws’ human capital are both likely to be adversely affected. Thus, their investment in WS should be reviewed and their equity portfolio diversified further.
current financial assets是否包括400,000的房子呢?