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Ethan · 2022年04月17日

statement1为什么对？

  1. CFA III
  2. 个人IPS

* 问题详情，请 查看题干

NO.PZ201704060100000308

问题如下：

Which of Smith’s recommendations regarding the Barksdales’ investment portfolio is/are correct?

选项：

A.

Recommendation 1 only

B.

Recommendation 2 only

C.

Both Recommendation 1 and Recommendation 2

解释：

C is correct.

People with higher risk and potential volatility in income (human capital) should take on lower risk in their investment portfolios. Adrian’s income is more than two-thirds of the household total and is somewhat volatile because of cyclical demand for his employer’s product. Additionally, because income is tied to a particular industry or sector, the Barksdales should underweight securities having a high correlation with bauxite demand.

我看了之前同学的提问和助教的答案。助教无非两点：1、adrian从事周期性行业，2、他是家里顶梁柱。

但文中说是similar investor，说明是一样的，从事行业的波动和回报都是相似的，同样年龄阶段，高风险高收益的工作，可以认为也是家里顶梁柱。

况且题目问的是他家的资产咋配置，不是他个人咋配置。如果按助教所说，他比similar investor的工作更波动，更顶梁柱。那我是否我也可以这么说，一个similar investor，他老婆比他更能赚钱，他也可以不是家里顶梁柱，所以应该可以更高风险投资FC？请问这里similar到底如何理解？

如果认为similar的人也会不一样，那是否也可以认为可能可以更高风险投资FC呢？无论如何也不能说statement1正确吧

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王暄_品职助教 · 2022年04月18日

Smillar investor可以是那种资产相当的投资者，但是职业一定和家庭情况一定不会一样。

所以Adrian周期性行业，所以在配置portfolio的应该有一个相对来说更低的风险。

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