NO.PZ201805280100000303
问题如下:
The broker suggests that Young rebalance her $5.5 million money market account and the $3.0 million tax-deferred retirement account periodically in order to maintain their targeted allocations. The broker proposes the same risk profile for the equity positions with two potential target equity allocations and rebalancing ranges for the two accounts as follows:
■ Alternative 1: 80% equities +/– 8.0% rebalancing range
■ Alternative 2: 75% equities +/– 10.7% rebalancing range
选项:
解释:
本题直接从taxable账户要选 wider 节约成本的角度就可以了吧?为什么要绕道volaitility去呢?虽然结果是一样的,但是想不到答案里的从波动性再推到range的角度。