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西红柿面 · 2024年12月18日

没有提及Risk但我讲了一个是Bond like另一个是Equity Like可以吗

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

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