Investor Objective to Suitable Recommendation Flashcards
1
Q
Preservation of Capital; safety
A
Insured Bank CDs, money market instruments or funds, and T-bills
2
Q
Balanced/ moderate growth
A
Large cap stocks
defensive stocks
3
Q
Aggressive growth
A
Technology stocks,
sector funds,
cyclical stocks
4
Q
Growth
A
common stock or common stock mutual funds
5
Q
Income
A
Bonds (but not zero coupons)
6
Q
Greatest safety income
A
U.S. GOvernment bonds
7
Q
Tax-free income
A
Municipal bonds or corporate bond funds
8
Q
High-yield income
A
corporate bonds or corporate bond funds
9
Q
from a stock portfolio
A
preferred stock and utility stocks
10
Q
Liquidity
A
money market funds
11
Q
speculation
A
volatile stocks, high yield bonds, stock/index options, and leveraged and inverse etfs
