Recommendations & StrategiesPregunta 41 de 100
A 30-year-old client with stable income, a long time horizon, and high risk tolerance wants aggressive growth. Which asset allocation is MOST suitable?
a.90% money market, 10% Treasury bills
b.70% investment-grade bonds, 30% cash
c.80% diversified equities, 20% bonds
d.100% short-term CDs
Explicación
A young investor with a long horizon and high risk tolerance seeking growth is best served by an equity-heavy allocation that can compound over time and weather volatility. Cash-heavy or bond-heavy portfolios would not meet the aggressive growth objective. Suitability aligns the portfolio with the client's profile.
Practica las 100 preguntas gratis — sin registro.
Preguntas relacionadas de este tema
- A retired client living on a fixed income needs current cash flow and capital preservation. Which recommendation best fits this profile?
- Bond laddering is a strategy primarily used to manage which risk?
- An investor holds municipal bonds. The interest is generally MOST attractive to which type of investor?
- Under the strategic asset allocation approach, an investor primarily:
- A client sells stock held for 14 months at a gain. This gain is generally taxed as:
- An investor sells a stock at a loss and repurchases the same stock 10 days later. The wash-sale rule will:
Última revisión: · proceso editorial
Equipo Editorial de PrepPass · Verificado con NASAA Series 66 Uniform Combined State Law Exam · Cómo revisamos