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AAFM Chartered Wealth Manager (CWM) Certification Level II Examination CWM_LEVEL_2 Question # 84 Topic 9 Discussion

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AAFM Chartered Wealth Manager (CWM) Certification Level II Examination CWM_LEVEL_2 Question # 84 Topic 9 Discussion

CWM_LEVEL_2 Exam Topic 9 Question 84 Discussion:
Question #: 84
Topic #: 9

Section C (4 Mark)

Sunil has an investment portfolio of Rs.100000; the initial portfolio mix is Rs.50000 in stocks, Rs.30000 bonds and Rs.20000 in bank. If market goes up by 10% and the value of bonds decreases by 10%, what should Sunil do under the constant mix policy?
A.

She should sell Rs.4000 of stocks, buy bonds worth Rs.3600 and deposit Rs.400 in bank

B.

She should sell Rs.3500 of stock and buy bonds worth Rs.1500 and Deposit Rs.1000 in bank

C.

She should buy his portfolio equally

D.

She should sell his portfolio equally

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Actual exam question for AAFM CWM_LEVEL_2 exam by Jax30230 at Aug 3, 2025, 12:00:00 AM

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