Rebalancing Study guides, Class notes & Summaries

Which of the following are examples of the second step of the retirement planning process? - ANSWER-I, III, and IV I prioritize goals III examine a person's tax situation IV determine important time horizons Which of the following personal expenses are likely to decrease following an individual's retirement? - ANSWER-II and IV II education IV income taxes not travel, utilities, and home repairs Which of the following are correct statements about the capital utilization strategy? ...

CFA Level 1 - 101 Must Knows 368 Questions with Verified Answers Addition Rule of Probability - CORRECT ANSWER ADDITION: P(A or B) = P(A) + P(B) - P(AB) Roy's Safety First Criterion - CORRECT ANSWER Safety First Ratio = (E(R) - Rₜ) / σ Larger ratio is better If (Rₜ) is risk free rate, then it becomes Sharpe Ratio Sharpe Ratio - CORRECT ANSWER Sharpe Ratio = (E(R) - RFR) / σ Larger ratio is better If (Rt) is higher than RFR, then it becomes Safety First Ratio Centra...

Changing Economic World - Changing UK Economy Real Exam verified 100% What is the main specification point for 'Changing UK economy'? - correct answer-Major changes in the economy of the UK have affected, and will continue to affect, employment patterns and regional growth. Economic Change in the UK At the height of the industrial revolution in the mid-nineteenth century, the UK' economy was dominated by manufacturing, including shipbuilding and iron and steel. During the twentieth ce...

FinQuiz - Item-set Questions, Study Session 16,Monitoring and Rebalancing Reading 32 (1)

FinQuiz - Item-set Answers, Study Session 16,Monitoring and Rebalancing Reading 32

Diversification - correct answer Acquiring assets with low or negative correlations to each other with the goal of lowering overall risk Correlation - correct answer - a relative measure of the degree to which the returns of two assets move together - range from +1.0 to -1.0 - in practice negative correlations are rare - the further a correlation is from +1.0, the more diversified Asset allocation - correct answer - the apportioning of available funds among a number of asset clas...

One of the most important ways to avoid chemical exposure is proper - Answer Ventilation Muscles that separates the fingers - Answer Abductors What should be done after massaging client but before nail polish? - Answer Remove oil from natural nails An activator is a ________ used to quicken the time to harden resin - Answer Catalyst Which is a contraindication for a pedicure service - Answer Tina pedis What gives gel enhancement it's shine - Answer Nitrocellulose What is the p...

CHC exam questions and answers 2024 Chapter 8 Federal Sentencing Guidelines (FSG) -Answer-Guidelines and policy in this section apply to sentencing in federal criminal prosecution when the convicted defendant is an organization FSG- 4 factors that increase ultimate punishment of an organization -Answer- 1.Involvement in or tolerance of criminal activity 2.Prior history of the organization 3.The violation of an order 4.The obstruction of justice FSG- The two factors that mitigate the ult...

Portfolio Management questions and answers, latest updated |graded A+(2023) Diversification of a portfolio among asset classes: A increases the rate of return achieved over the investment time horizon B reduces the rate of return achieved over the investment time horizon C reduces the variability of the rate of return over the investment time horizon D increases the variability of the rate of return over the investment time horizon C. Diversification reduces the variability of invest...

(1) Fixed Income Portfolio and Rebalancing Methods. (2) Equity and Assets Pricing Methods (CAPM, APT etc.). (3) Efficient Market Hypothesis vs. Behavioral Finance.