Jennifer Moore has worked in a governmental position (administrative assistant) since graduating from high school. She loves her job because she is very good at following her bosses orders. At office functions, many of her colleagues ranted and raved about the quality of her baked goods. Some even suggested that they tasted so good that she should quit her job and sell baked goods. Moore is 50 years old and never paid attention to the suggestions of her colleagues. She plans on retiring from the government in three years. Based on her personality type, what type of investor is Moore?
Answer and Explanation
Moore appears to be a cautious investor. She appears unwilling/unsure about making decisions on her own (following bosses orders), which goes against the individualist and methodical investor. By not pursuing the baked good business (even on the side), she is not spontaneous.
Jennifer Moore recently came into a seven-figure inheritance from a long-lost uncle. Which of the following statements about Moore is TRUE?
| A) | Since she didn't count on the inheritance, she will be willing to take on substantial investment risks. |
| B) | Moore has little to no familiarity with risk taking and will tend to be more cautious in her investment approach. |
| | C) | She will be willing to take an active role in the investment process. |
| | D) | Moore will come up the learning curve quickly with respect to investment knowledge. |
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Answer and Explanation
Wealth acquired through inheritance could indicate an individual who has less familiarity with risk taking activity. Given her other personality traits, it appears unlikely that Moore will want to take an active role in the investment process and/or knowledge. She enjoys taking orders.
[此贴子已经被作者于2008-9-16 18:04:03编辑过] | 
发表于 2008-9-16 17:58
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