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Marina_0122 · 2022年07月15日

为什么不是friendly follower

  1. CFA III
  2. Behavioral Finance

NO.PZ2022052301000015

问题如下：

During preparation for the weekly PWG meeting, Davidson reviews the financial holdings of three new clients along with their risk assessment questionnaires. Her observations are summarized in Exhibit 1 Client Assessment Highlights


Which behavioral investor type most likely describes Michael Donnelly?

选项：

A.

Independent individualist

B.

Active accumulator

C.

Friendly follower

解释：

Donnelly is entrepreneurial and created his own wealth. He lacks spending controls, does not believe in the benefits of portfolio diversification, has a high risk tolerance, and prefers high-risk investments recommended by friends. These are all attributes of an active accumulator.

为什么不是friendly follower

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王琛_品职助教 · 2022年07月16日

嗨，从没放弃的小努力你好：


Michael Donnelly 不是 FF，是 AA；Alan O'Driscoll 才是 FF 哈

具体分析，我之前刚好总结过，请同学先参考一下：https://class.pzacademy.com/qa/100698

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加油吧，让我们一起遇见更好的自己！

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