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AWMA Investment Strategies Questions & 100% Correct Answers
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3 key elements invt strategy ~~> identifiable goal, a method to attain a goal, the competencies and resources to sustain the strategy What is the difference between investment strategy and investment policy? ~~> investment policy sets forth the financial goals of the client, invest...

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  • September 12, 2024
  • 9
  • 2024/2025
  • Exam (elaborations)
  • Questions & answers

Subjects

  • awma investment strategies questions 100 corre
  • 3 key elements invt strategy identifiable g

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  • AWMA
  • AWMA

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1 | P a g e | © copyright 2024/2025 | Grade A+




AWMA Investment Strategies Questions &
100% Correct Answers
3 key elements invt strategy

✓ ~~> identifiable goal, a method to attain a goal, the competencies

and resources to sustain the strategy




What is the difference between investment strategy and investment policy?

✓ ~~> investment policy sets forth the financial goals of the client,

investment strategy is the way9s0 to attaining those goals




What is the buy-and-hold strategy

✓ ~~> as the name implies. the strategy involves purchasing securities

and then patiently keeping those securities for a long period of time,

selling only when there is a compelling need to do so




List of benifits of the buy and hold strategy

✓ ~~> returns at least as good as stretegies based on technical

analysis, low transaction costs, the deferral of capital gains taxes on

profits, not missing the best days of the market




Master01 | September, 2024/2025 | Latest update

, 2 | P a g e | © copyright 2024/2025 | Grade A+



How does the efficient market hypothesis support the argument for a buy

and hold strategy

✓ ~~> the efficient market hypothesis holds that current market prices

reflet all the available info about issuers and the future expectations of

their investors; therefore, attempts to invest in undervalued securities,

with the inherent buying of undervalue securities and selling

overvalued securities, iscostly and a waste of time.




For each of the following economic stages, list the industries that are

expected to do well.

✓ ~~> expansion: early stage (consumer credit, transportation, energy,

and consumer cyclicals), expansion: middle stage (basic materials),

expansion: late stages (capital goods), recession (consumer staples

and utilities)




Define sector rotation

✓ ~~> a timing strategy that shifts portfolio assests from one sector of

the economy to another in anticipation of broad-based economic

developments




Describe the following technical indicators used by contrarians




Master01 | September, 2024/2025 | Latest update

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