NO.PZ2024101802000042
问题如下:
You are a wealth manager and have two clients in the accumulation phase of their wealth life cycles: an enterprise employee with a very stable job and an entrepreneur in the start-up stage. please make the appropriate portfolio allocations to equities and fixed income securities for them
选项:
解释:
The enterprise employee with a very stable job is likely to allocate more to risky equity securities in their portfolio allocation as compared to the entrepreneur in the start-up stage.
The entrepreneur's riskier future income stream is likely to cause a larger allocation to fixed-income securities as compared to the enterprise employee who has a less risky future income stream due to a stable job.
没有提及Risk但我讲了一个是Bond like另一个是Equity Like可以吗