Assessment: Portfolio Styles, Investment Strategies and Market Theories 22_23
After completion of the workshop, the learner must complete an electronic assessment of the learning management system.
- Form of assessment: Multiple Choice Questions
- Number of questions: 20 questions
- Duration: 60 minutes
- Competency mark: 65%
Upon obtaining a competency mark of 65%, the learning will receive a certificate of completion. The learner will be afforded an opportunity to re-do the workshop should a competency mark not be attained.
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Question 1 of 20
1. Question
Money managers for actively managed funds make tactical decisions to buy or sell certain assets in the fund, based on which of the following factors?
i. Investor characteristics.
ii. The money manager’s view of opportunities in the market.
iii. Attempting to achieve superior growth in the fund.
iv. Strive to Track a market index.
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Question 2 of 20
2. Question
Which ONE of the following statements concerning market capitalisation is correct?
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Question 3 of 20
3. Question
Which ONE of the following statements accurately portray what growth style investments focus on?
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Question 4 of 20
4. Question
Which of the following statements concerning market strategies are correct?
i. Contrarian investing is trading in contrast to the prevailing sentiment of the time.
ii. Cost averaging involves making annual investments in the market over time.
iii. Bottom-up investing involves understanding the company rather than forecasting the economy.
iv. Dow market theory holds that asset prices incorporate all available information.
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Question 5 of 20
5. Question
Please state if the following statement is true or false. With growth style investing the bias is towards companies expected to exhibit profitability and shareholder earnings growth similar to their industry peers?
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Question 6 of 20
6. Question
Please complete the sentence. The 50% investment theory holds that-
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Question 7 of 20
7. Question
Which ONE of the following statements concerning market theories is correct?
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Question 8 of 20
8. Question
Please state if the following statement is true or false. An investment strategy is a precise formula used to achieve a specific financial outcome.
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Question 9 of 20
9. Question
Which ONE of the following statement concerning investment strategy is correct?
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Question 10 of 20
10. Question
Which of the following investor characteristics have an impact when analysing the portfolio styles most suited to an investor?
i. Financial resources at their disposal.
ii. Preferred investment period.
iii. Personal relationship status.
iv. Their financial goals.
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Question 11 of 20
11. Question
Please state if the following statement is true or false. An example of the ccontrarian view is that widespread pessimism about a share can drive a price so low that it overstates the company’s assets, and understates its risks.
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Question 12 of 20
12. Question
Read the following scenario and select the correct option from below.
Mr Joe Valentino requires a balanced investment portfolio that beats inflation. He is looking to invest for six years and wants the capital to remain relatively safe but grow. Which of the following risk-based styles best describes his portfolio style?
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Question 13 of 20
13. Question
Which ONE of the following statements is correct concerning the motivation for participation in the financial markets?
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Question 14 of 20
14. Question
Read the following scenario and select the correct option below.
Zee Zee enterprises’ share price is trading at R15 per share and they have issued 250 000 outstanding shares, the company’s earnings (net income) is R500 000, it has a market cap of R3 750 000, the revenue for the most recent year is R7 500 000. The company declared dividends of R0.75 per share. The following measurements will be applied to calculate the relevant ratios listed below:
- Earnings per share (EPS)
- The price-earnings ratio (P/E)
- Price–sales ratio (P/S)
- The dividend yield
Which of the following answers are correct?
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Question 15 of 20
15. Question
Which of the following statements reflect the Dow theory view correctly?
i. The weekly time frame should be used to determine the minor trend.
ii. The daily chart should be used to determine the secondary trend.
iii. Intraday charts should be used to determine the primary trend.
iv. When there is an alignment between the three trends, a trading opportunity may exist.
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Question 16 of 20
16. Question
Which of the following statements regarding Charles Dow are correct?
i. He relied solely on closing prices to establish trends.
ii. He used the example of the tides of the ocean share price movements.
iii. His principles are at the foundation of technical analysis.
iv. He believed in a passive management style.
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Question 17 of 20
17. Question
Which of the following actions would be regarded as part of a Fundamental analyses strategy?
i. Analysing the perceived value of a security.
ii. To make a short-term investment in blue chip shares.
iii. Studying the company’s competitors and the company itself.
iv. Considering whether it is it a bear or a bull market.
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Question 18 of 20
18. Question
Please state if the following statement is true or false. One of the challenges to EMH is that the share price can over-or under-react to new information.
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Question 19 of 20
19. Question
Which ONE of the following statements concerning the Efficient Market Hypothesis (EMH) is correct?
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Question 20 of 20
20. Question
Which portfolio style, investment strategy and market theory are used to create the portfolio described below?
The following factors are combined to create an investment portfolio for Mrs Nkube, who has a low-risk appetite, some disposable income, two dependents and an anticipated investment period of more than ten years. The portfolio is built on the premise that all information is fully reflected in share prices. A decision has been made to only invest in funds that track the market. Mrs Nkube commits to making regular investments in the market.