Recommendations & StrategiesCâu 51 / 110
Rebalancing a portfolio back to its target allocation after a strong stock rally typically involves which action?
a.Buying more of the asset class that rose the most
b.Selling some of the appreciated asset class and buying underweighted classes
c.Moving the entire portfolio to cash
d.Doubling the equity allocation to ride the trend
Giải thích
Rebalancing restores target weights by trimming the asset class that has grown beyond its target and adding to those that have fallen below it. This enforces a disciplined 'sell high, buy low' behavior and controls risk. Chasing the winning asset would increase concentration and risk.
Luyện miễn phí toàn bộ 110 câu hỏi — không cần đăng ký.
Câu hỏi liên quan cùng chủ đề
- 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?
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- The wash-sale rule disallows a tax loss if the investor buys a substantially identical security within what period?
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