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- Asset Allocation Right Mix Part 2
Asset Allocation – Do you have the right mix? (Part 2)
1. When deciding your asset allocation, which factor typically carries the most weight?
Correct option is C - Asset allocation should align with your financial goals, how long you can stay invested, and how much risk you’re comfortable with.
2. What is tactical asset allocation?
Correct option is B - Tactical asset allocation involves adjusting your portfolio in the short term to take advantage of perceived market opportunities, while your overall long-term allocation stays strategic.
3. What does it mean if two asset classes have a high correlation?
Correct option is C - A high correlation means the values of both assets tend to rise or fall together, which reduces the diversification benefit.
4. Which type of risk cannot be eliminated even with a diversified asset allocation?
Correct option is C - Systematic risk affects the entire market, such as economic downturns, interest rate changes or political instability. Diversification can’t remove it entirely.
5. How should you think about asset allocation if you have multiple goals with different timelines?
Correct option is B - A short-term goal may need a conservative mix, while a long-term goal like retirement can handle more equity. Each goal deserves its own strategy.
6. Which of the following investor behaviours can disrupt a well-planned asset allocation?
Correct option is B - Emotional decisions and chasing trends can break the logic of your asset allocation, leading to poor outcomes.
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90% Score
7 answers out of 8 questions attempted correctly.
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