NO.PZ202212280100000502
问题如下:
Based on Exhibit 1, which portfolio best meets the Laws’ goal to fund an endowment for their alma mater?
选项:
A.
Portfolio 1
B.Portfolio 2
C.
Portfolio 3
解释:
B is correct. Portfolio 2 best meets the Laws’ goal to fund an endowment for their alma mater in 20 years. In present value terms, the gift is valued at $500,000, with the Laws desiring a high probability of achieving this goal. Although slightly more conservative than the 75/25 global equity/bond mix, Portfolio 2 has a greater growth emphasis compared with Portfolios 1 and 3. Therefore, Portfolio 2 is best for funding the endowment at their alma mater given the goal’s long-term horizon and the Laws’ desire for a high probability of achieving it.
这道题我是这样做的:goal是20年后需要500k,那么最能让它实现目标的方式就是把这 500k放在安全的产品上,即FI。
500/(500+225) = 65% 所以我觉得最恰当的投资是65%的FI,没有这个选项所以我选了最接近的A