Recommendations & StrategiesCâu 46 / 110
A strategic asset allocation approach is best described as which of the following?
a.Frequent short-term trading to exploit market timing
b.Concentrating in whichever sector performed best last year
c.Holding only cash until markets are clearly rising
d.Setting long-term target weights across asset classes and rebalancing to them
Giải thích
Strategic asset allocation establishes long-term target percentages for asset classes based on the investor's goals and risk tolerance, then periodically rebalances back to those targets. It is a disciplined, long-horizon approach. Tactical allocation, by contrast, makes shorter-term shifts to exploit perceived opportunities.
Luyện miễn phí toàn bộ 110 câu hỏi — không cần đăng ký.
Câu hỏi liên quan cùng chủ đề
- According to Modern Portfolio Theory, an efficient portfolio is one that:
- Diversification within a portfolio is primarily intended to reduce which type of risk?
- When gathering a client profile, which factor is essential to determining suitable recommendations?
- A younger investor with a long time horizon and high risk tolerance saving for retirement would most appropriately hold a portfolio weighted toward which of the following?
- Dollar-cost averaging involves which of the following?
- Which account type generally allows contributions of after-tax dollars with qualified withdrawals being tax-free in retirement?
Cập nhật gần nhất: · quy trình kiểm tra
Đội Ngũ Biên Tập PrepPass · Đối chiếu với NASAA Series 65 Investment Adviser Law Exam · Quy trình kiểm tra