NO.PZ201511190100001003
问题如下:
Determine the BIT (PP, FF, II, AA) most likely to be assigned to Mikaele.(circle one)
Passive Preserver
Friendly Follower
Independent Individualist
Active Accumulator
Justify your response.
解释:
Active Accumulator
Mikaele is most likely to be classified as an Active Accumulator (AA).
●Mikaele is actively involved in the investment decision-making process.
●Mikaele exhibits a high risk tolerance as evidenced by her founding of a successful fast-growing business.
●Mikaele has a high net worth resulting from the success of her business, a characteristic of the AA.
●Mikaele’s account exhibits a high turnover rate relative to other clients.
Mikaele is most likely to be classified as an Active Accumulator (AA). She is heavily involved in the investment management process. Mikaele exhibits a high-risk tolerance, evidenced by her founding a successful fast-growing business, and has accumulated significant wealth. Additionally, Mikaele’s account has a relatively high turnover rate. These are all characteristics of an AA.
She calls king often to suggest buying and selling position…..
AA的行为不应该是自己拿主意吗,为什么还老让king推荐呢