Quiz – Rebalance Your Portfolio

Question 1 of 6

1. Question

Keeping cash in a savings account

Market movements shifting the allocation

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Reading the news each morning

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Opening a new brokerage account

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Keeping cash in a savings account

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Question 2 of 6

2. Question

The lowest possible fees

The strategic allocation and intended risk profile

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Last year’s exact prices

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A guaranteed profit

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The lowest possible fees

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Question 3 of 6

3. Question

The account password

Trading costs

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The company logo

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The number of holdings owned

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The account password

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Question 4 of 6

4. Question

Government subsidies

Unintended risk

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Guaranteed dividends

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Tax refunds

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Government subsidies

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Question 5 of 6

5. Question

Match each rebalancing concept to its description.

Sort elements

Allocation shifts as markets move
Restores the intended risk profile
Balances benefits against trading costs

Portfolio drift

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Rebalancing

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Frequency choice

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Question 6 of 6

6. Question

What single word names the shift in allocation that occurs as markets move?

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