Recommendations & StrategiesCâu 58 / 110
A client wants current income and capital preservation with low risk. Which allocation is most suitable?
a.Aggressive growth stocks and options
b.Emerging-market equities and commodities
c.A concentrated position in a single small-cap stock
d.A mix of high-quality bonds, dividend-paying stocks, and cash equivalents
Giải thích
A client seeking income and capital preservation with low risk is best served by high-quality bonds, dividend-paying blue-chip stocks, and cash equivalents. These emphasize stability and steady income over aggressive growth. Speculative or concentrated positions conflict with the stated conservative objectives.
Luyện miễn phí toàn bộ 110 câu hỏi — không cần đăng ký.
Câu hỏi liên quan cùng chủ đề
- An investor's asset allocation should shift toward more conservative holdings as which of the following changes?
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Đội Ngũ Biên Tập PrepPass · Đối chiếu với NASAA Series 65 Investment Adviser Law Exam · Quy trình kiểm tra