Michelleyu
2022-01-19 17:16老師,想問一下這個(gè)例題的答案,老師講wei打算投資房地產(chǎn)價(jià)值900萬,預(yù)期未來十年不會(huì)帶來收益。兩個(gè)問題:一是原文表述個(gè)體持倉是stock和房地產(chǎn)combined900萬,為什么說是房地產(chǎn)900萬,而且應(yīng)該不是打算投資而是已經(jīng)投資吧。二是原文是不是應(yīng)該理解為未來十年不需要追加投資,而不是沒有收益吧,謝謝
所屬:CFA Level III > Private Wealth Management 視頻位置 相關(guān)試題
來源: 視頻位置 相關(guān)試題
1個(gè)回答
Chris Lan助教
2022-01-19 17:55
該回答已被題主采納
同學(xué)你好
His portfolio consists of CNY 16.5 million in a liquid securities portfolio, including some common stock positions in which he has large embedded capital gains, and several real estate investments valued at approximately CNY 9 million (combined).
這句話可以看出,他的房地產(chǎn)投資是9M的金額,他總的組合是16.5M這么多,其中房地產(chǎn)9M。
Wei does not anticipate needing distributions from this portfolio for at least 10 years.
這句的意思是說,10年之內(nèi)他不需要從組合里拿錢出來花。
