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徐威廉 · 2021年07月09日

题目中已经说了Christopher是一个投资专家了啊,怎么会是FF呢?

NO.PZ2018091702000021

问题如下:

Sophia is a senior manager of a plastic manufacturing corporation, 60-year-old. She has an investment portfolio with $600,000, and 75% is invested in her employer’s stocks. She is cautious and worried about future stock market, therefore, she invests only in which she is familiar with. In her risk tolerance questionnaire, she expresses low risk tolerance and wants to maintain the current value of her assets.

Tinais ajournalist, 32 years old. She has signed a 10-year contract with a local newspaper successfully since last year. Her investment portfolio is $4.3 million and all managed by herself. She has independent mind to analyze information and strong confidence to manage the portfolio well.

Christopher is a dentist, 48 years old. He is an expert and has an investment account of $7 million. He has low to medium risk tolerance. As he is busy and knows little about investment, he takes advices from his friends and colleagues. The stocks he purchased are usually "hot issues" in the market.

Regarding three clients’ different characteristics, which one would most likely be identified as a friendly follower?

选项:

A.

Tina.

B.

Sophia.

C.

Christopher.

解释:

C is correct.

考点识别投资者类型

解析Friendly follower 通常是被动投资者他们倾听并接受别人的建议不管投资的股票是否与自己的长期目标一致三人中Christopher几乎不懂投资听从朋友和同事的建议所以最有可能是friendly follower

题目中已经说了Christopher是一个投资专家了啊,怎么会是FF呢?

1 个答案
已采纳答案

王琛_品职助教 · 2021年07月11日

嗨,爱思考的PZer你好:


题干并没有说 Christopher 是投资专家哈

题干说 Christopher 是牙科医生,是牙科领域的专家,所以他很忙,对投资知之甚少 "As he is busy and knows little about investment"

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就算太阳没有迎着我们而来,我们正在朝着它而去,加油!

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