"Portfolio Management":Basics of Portfolio Planning and Construction

學(xué)習(xí)是一個(gè)不斷積累的過(guò)程，每天學(xué)習(xí)一點(diǎn)，每天進(jìn)步一點(diǎn)！為了幫助大家更高效地備考2021年CFA考試，正保會(huì)計(jì)網(wǎng)校每日為大家上新CFA習(xí)題供大家練習(xí)。讓網(wǎng)校與您一起高效備考2021年CFA考試，夢(mèng)想成真！

Questions 1:

A financial adviser gathers the following information about a new client:

● The client is a successful economics professor at a major university.

● The client plans to work full time for seven years and then will work part 

time for three years before retiring.

● The client owns two homes and does not have any outstanding debt.

● The client has accumulated retirement savings of approximately $2 million 

through his employer’s retirement plan and will have anticipated retirement 

spending needs of $60,000 per year.

● The client reads numerous financial publications and follows markets 

closely.

● Although concerned about the current health of the global economy, the client maintains that he is a long-term investor.

Based on the above information, which of the following best describes this client?

A 、High ability to take risk but a low willingness to take risk

B 、High ability to take risk and a high willingness to take risk

C、 Low ability to take risk but a high willingness to take risk

Questions 2:

An analyst observes that the historic geometric nominal return for equities is 9%. Given a real return of 1% for riskless Treasury bills and annual inflation of 2%, the real rate of return and risk premium for equities are closest to:

A 、7.9% and 5.8%.

B 、6.9% and 7.9%.

C 、6.9% and 5.8%.

成功=時(shí)間+方法，自制力是這個(gè)等式的保障。世上無(wú)天才，高手都是來(lái)自刻苦的練習(xí)。而人們經(jīng)常只看到“牛人”閃耀的成績(jī)，其成績(jī)背后無(wú)比寂寞的勤奮。小編相信，每天都在勤奮練習(xí)，即使是一點(diǎn)點(diǎn)的進(jìn)步，大家一定可以成為人人稱(chēng)贊的“牛人”。更多CFA考試資訊，點(diǎn)擊了解>