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Aaabby · 2020年07月08日

问一道题:NO.PZ201710200200000102

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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?

1 个答案

纠纠_品职答疑助手 · 2020年07月09日

嗨,努力学习的PZer你好:


包括房子的。

但是这里问的不是资产包括什么, most concerning的资产是什么。也就是在问哪个资产的配置比较有问题。


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虽然现在很辛苦,但努力过的感觉真的很好,加油!


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