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.
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