返回列表 发帖
It all depends on whether he is going to earn money or not.

Earn money - above average
Not earn money - average

TOP

On all of these CFA questions I start out as above average unless there is something that really makes me think lower. It has worked so far.

TOP

answer per the CFAI is Above Average.............

TOP

I think it is inconsistent in CFAI answers
for example , in 2009 AM , willingness to take risk ,they said : Their desire for preservation of the real value of their portfolio
and in 2006 AM , they list ability to take risk- Their desire for preservation of the real value of their portfolio
I think it is willingness for it is subjective based on their willingness
as in the case , I think it is subjective to decide whether he is above average or average and no objective threhold

TOP

Bannis is right, I remember seeing a tip to look for "flexibility" in capital needs. He is young, he could get some endorsement deals, he could still go into a career if he needed more money. It's not like he is stuck in a low paying job where he can't get ahead - he already has an asset base established. I would say he is above average.

I think the problem arises when people think of this situation in terms of this is his end portfolio, and not in terms of what he can do with the portfolio.

The question says he's retired from soccer playing - not that he's never going to work or make money ever again.

TOP

Ability is average

-Large asset base and long time horizon indicate an above average risk tolerance.
-Moderate return requirement compared to investable assets and reliance on asset returns as the sole source of income are mitigating factors.

Can't comment on willingness since no information was provided.


I don't get why everyone is having difficulty with these questions, they're pretty intuitive. Even if I get it wrong, I think my justification would get me at least some partial credit.

NO EXCUSES

TOP

返回列表