A Portfolio Manager Created a Portfolio Containing 80% Common Stocks

question 65

Multiple Choice

A portfolio manager created a portfolio containing 80% common stocks, which would be appropriate for:

• A)John and Vanessa, a retired couple who need a stable return.
• B)Michelle, a divorced middle-aged mother who needs a high current income.
• C)Meredith and Joe, a blue-collar, two-income family with five children.
• D)Ramone, a young worker with a secure job putting money aside for retirement.
• E)Antonio and Lora, a couple in their mid-50s with dependent parents.

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Definitions:

Code of Ethics

A set of principles and guidelines designed to help professionals conduct business honestly and with integrity.

Company Expectations

The standards and objectives set by a business that it expects its employees and operations to meet.