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Private Wealth Management - Reading 15: Excerpts from Inves

Q2. Are Johnson’s statements concerning superannuation correct?

       Identifying the           Indentifying the
party most at risk                  solution to it

 

A)    Incorrect                              Correct

B)    Correct                                Incorrect

C)    Correct                                Correct

Q3. Is Weinke’s statement concerning the tax efficiency of hedge funds and Johnson’s statement concerning the tax efficiency of private equity investments correct?

          Weinke                                Johnson

 

A)   Incorrect                                Correct

B)   Correct                                  Incorrect

C)   Incorrect                                Incorrect

Q4. Are Weinke’s and Johnson’s statements concerning the attractiveness of bonds as investments for wealthy investors correct?

          Weinke                                Johnson

 

A)   Correct                                  Correct

B)   Incorrect                                Correct

C)   Correct                                  Incorrect

Q5. Assuming he liquidates a portion of his shares, what shares should Brooks sell of Dumas Environmental?

A)   30,000 of the 1/9/00 shares, 50,000 of the 2/9/02 shares, and 40,000 shares of the 12/8/04 shares.

B)   100,000 of the 1/9/00 shares and 20,000 of the 2/9/02 shares.

C)   30,000 of the 1/9/00 shares, 50,000 of the 2/9/02 shares, and 39,000 shares of the 12/8/04 shares.

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回复:(mayanfang1)[2009] Session 4: Private Weal...

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