Investments

Question 1

The CML (Capital Market Line) uses ____, while the SML (Security Market Line) uses the ___ as its “risk” measurement.

Answer 1

standard deviation

beta

Question 2

The most important factory in analyzing a real estate limited partnerhsip is the

Answer 2

fundamental investment strength.

Question 3

For a margin portfolio, client’s debit is

Answer 3

the remaining amount you owe

Question 4

To calculate net taxable capital gain or loss in the current year,

Answer 4

1. net ST gains and losses
2. net LT gains and losses
3. Sum

Question 5

TIPS pay interest at a ___ rate to the adjusted principal which is measured by changes in the ___

Answer 5

fixed, CPI

Question 6

Series EE bonds pay a ___ interested rate with ___ income. They ___ for inflation

Answer 6

fixed, no current, do not adjust

Question 7

For zeroes, the annual imputed interest is ___ required to be included annually.

Answer 7

is.

Question 8

Internal level of leverage is ___ risk and is __ a diversifiable risk

Answer 8

financial, is

Question 9

Arbitrage pricing theory is a ___ factor model while CAPM is a ____ model

Answer 9

multi , single