问题如下:
6. Based on Exhibit 1, which portfolio best meets the Laws’ education goal for their children?
选项:
A.Portfolio 1
B.Portfolio 2
C.Portfolio 3
解释:
A is correct.
Portfolio 1 best meets the Laws’ education goal for their children. The estimated present value of the Laws’ expected education expense is $275,000. Given that the children will be starting college soon, and the Laws have a very strong desire to achieve this goal, Portfolio 1, which stresses liquidity and stability, is most appropriate to meet the Laws’ short-term education goal.
total asset是2675000,abc都能满足cash≥27500。考虑偏股偏债配置偏好是75:25,应该是B选项更满足啊..?