问题如下:
The most appropriate asset allocation for the Martins’ new charitable gift sub-portfolio is:
选项:
A.40% equities/60% bonds.
B.70% equities/30% bonds.
C.100% equities/0% bonds.
解释:
C is correct.
The Martins’ sub- portfolio is aspirational and a low priority. Investors are usually willing to take more risk on lower- priority, aspirational portfolios. The charitable gift will be made from their estate, which indicates a long time horizon. In addition, the Martins want the highest return possible.Therefore, the highest allocation to equities is most appropriate.
1、怎么看出慈善是长期目标呢?
2、三个选项都超出设定的范围了啊。