[{"data":1,"prerenderedAt":47},["ShallowReactive",2],{"q-fin_plan_prac-46-043":3},{"exam":4,"examName":5,"chapterSlug":6,"question":7,"related":22},"fin_plan_prac","理財規劃人員專業能力測驗——理財規劃實務","c10",{"id":8,"exam":4,"session":9,"qno":10,"question":11,"options":12,"answer":17,"chapter":18,"freq":19,"explanation":20,"difficulty":21},"fin_plan_prac-46-043","46",43,"當股價向上翻揚並獲致相當的漲幅時，下列投資策略之相對表現優劣順序將為何？ A.固定投資比率策略B.投資組合保險策略 C.買入持有策略",[13,14,15,16],"A>B>C","A>C>B","B>C>A","C>B>A",3,"投資規劃",1,"股價向上大漲時，各策略的表現取決於其對上漲行情的參與程度。(C)買入持有策略全程滿倉持有，完整參與整段漲幅，獲利最大；(B)投資組合保險策略隨股價上漲逐步加碼，能參與部分漲勢，表現居中；(A)固定投資比率策略為維持固定股債比，須在上漲時逢高賣股減碼，參與漲幅最少、表現最差。故多頭獲致漲幅時的相對優劣順序為C>B>A，選(D)。其餘排序皆與各策略在漲勢中的參與程度不符。","medium",[23,27,31,35,39,43],{"id":24,"question":25,"qno":26},"fin_plan_prac-46-018","風險衡量的基準統計量，下列敘述何者錯誤？",18,{"id":28,"question":29,"qno":30},"fin_plan_prac-46-019","假設目前存款 20 萬元，每年投資 12 萬元，5 年後欲有 100 萬元創業基金，則應選擇何種投資工具？",19,{"id":32,"question":33,"qno":34},"fin_plan_prac-46-040","基本面明顯轉差或技術面呈空頭排列的個股或基金，此時應考慮的重點為下列何者？",40,{"id":36,"question":37,"qno":38},"fin_plan_prac-46-041","有關投資組合的向日葵原則敘述，下列何者錯誤？",41,{"id":40,"question":41,"qno":42},"fin_plan_prac-46-042","有關定時定額選擇投資標的之敘述，下列何者正確？",42,{"id":44,"question":45,"qno":46},"fin_plan_prac-46-045","黃先生總資產市值為 100 萬元，可接受的總資產市值下限為 70 萬元，可承擔風險係數為 3，依投資組合保險策略投資股票，若所投資之股票價值下跌 10 萬元，則應如何調整？",45,1787293951684]