Recommendations & StrategiesCâu 76 / 110
A portfolio's expected return is calculated as which of the following?
a.The highest historical return of any single holding
b.The return of the single largest position
c.The weighted average of the expected returns of its individual holdings
d.The return of the benchmark index minus fees
Giải thích
A portfolio's expected return is the weighted average of the expected returns of its component assets, with weights equal to each asset's proportion of the portfolio. This aggregates individual expectations into a portfolio-level estimate. Unlike return, portfolio risk depends on correlations and is not simply a weighted average of individual risks.
Luyện miễn phí toàn bộ 110 câu hỏi — không cần đăng ký.
Câu hỏi liên quan cùng chủ đề
- Which order type guarantees execution but not price?
- A sector rotation strategy involves which of the following?
- A durable power of attorney is an estate planning tool that does which of the following?
- A revocable living trust offers which primary benefit during the grantor's lifetime and at death?
- When measuring investment performance, time-weighted return is preferred over dollar-weighted return when the goal is to:
- A client nearing retirement expresses a low risk tolerance but wants growth to keep pace with inflation. The most balanced recommendation is:
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