MODULE 5 (PORTFOLIO CONSTRUCTION, PERFORMANCE MONITORING AND EVALUATION)

In what denomination money can be invested in NSC?

What is minimum amount to invest in NSC?

Senior Citizen Saving’s Scheme (SCSS) has a maturity period of ____ and extension of ____ is allowed.

Does Infrastructure bond give a government guarantee?

When an investor has a long position in an asset and sells a future of the same underlying this is called?

Where a GOLD ETF can invest?

Which is more Liquid Asset?

____ represents growth oriented asset.

____ represents income oriented asset.

____ is held for meeting day to day and emergency requirements.

____ provides fixed return in form of coupon/interest.

Debt Securities are subject to ____ risks.

____ provides highest return if invested for long run.

Which of the following has highest volatility?

Equity investment are subject to ____ risk.

Which of the following has highest liquidity risk?

Investors who expect to hold the investment for very short periods consider ____.

____ are suitable for intermediate holding period.

Investors need to have a long investment horizon for holding _____ with volatile returns.

_____ is the process of deciding how to distribute the investor’s savings among the various asset classes with different characteristics for investment purposes.

_____ means having a combination of investments in a portfolio in such a way that a fall in the value on one or a few will be made up by other investments that are doing well.

When a need can be expressed in terms of the sum of money required and the time frame in which it would be needed, we call it a ____.

Asset Allocation linked to financial goals is the most appropriate form of asset allocation strategy.

Asset Allocation vary with stage of life at which investor is.

An investor with growth and wealth creation in long term as the primary objective should invest in ____.

An investor with regular income generation as a primary objective should invest in _____.

Asset Allocation that builds purely on the needs and preferences of the individual over the long term is called ____.

____ strategy can be defined as an active management portfolio strategy that rebalances the percentage of assets held in various categories in order to take advantage of market pricing.

_____ strategy is need-based and _____ strategy is view-based.

_____ strategy involves active asset allocation and _____ strategy involves passive asset allocation.

_____ works on the basis of a pre-specified model which does a mechanical rebalancing between asset classes.

The below mentioned asset allocation represent which category of investors:
Equity – 20%; Debt – 80%; Real estate – 0%

The below mentioned asset allocation represent which category of investors:
Equity – 40%; Debt – 50%; Gold – 10%; Real estate – 0%

The below mentioned asset allocation represent which category of investors:
Equity – 60%; Debt – 15%; Gold – 5%; Real estate – 20%

_____ is the ongoing process of reviewing and valuation of the portfolio composition consisting of various asset classes.

_____ is the action of bringing a portfolio of investments that have been deviated away from the targeted asset allocation back into its original allocation and to ensure that the allocation is aligned to the investor’s needs.