0 of 3 questions completed
You have already completed the test before. Hence you can not start it again.
Test is loading…
You must sign in or sign up to start the test.
You must first complete the following:
0 of 3 questions answered correctly
Time has elapsed
You have reached 0 of 0 point(s), (0)
Earned Point(s): 0 of 0, (0)
0 Essay(s) Pending (Possible Point(s): 0)
Scenario 1: Jim is 30 years old, has finished law school and works in a big London law firm. He has £60,000 in savings and plans to buy a house in the next 3-5 years. His portfolio is as follows:
What would you change in Jim’s portfolio allocation?
Scenario 2: Sandra is a 65-year old widower living off Social Security. She owns the home she lives in with the mortgage fully repaid. She has £120,000 in savings allocated as follows:
What would you change in Sandra’s portfolio allocation?
Scenario 3: Hector is a 28-year old, self-employed landscaping artist. He lives in his own house and still has 50% of the purchase price outstanding as mortgage debt. He has accumulated £150,000 in savings over the years, which are invested as follows:
What would you change in Hector’s portfolio allocation?
Note: There can be several correct answers to this question