The Major Question When Evaluating the Performance of a Portfolio

question 18

Multiple Choice

The major question when evaluating the performance of a portfolio is:

• A)"Does the portfolio match the investor characteristics of the individual investor?"
• B)"Does the expected return of the portfolio meet the needs of the individual investor?"
• C)"Is the return on the portfolio adequate to compensate for the risk taken?"
• D)"Is the risk on the portfolio in line with the personal characteristics of the investor?"

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Definitions:

Gender Identity

Refers to a person's deeply felt internal experience of gender, which may or may not correspond to the sex assigned at birth.

Transgender

An umbrella term for those whose gender expression or identity is not congruent with the sex assigned at birth. This includes those who identify as genderqueer or genderfluid, gender nonconforming, and transsexuals.

Assigned Gender

The gender a person is designated at birth based on physical anatomy, which may or may not align with their actual gender identity.

Gender Variation

Diversity in how individuals experience, express, or identify their gender, which may not conform to societal norms associated with the sex they were assigned at birth.