[{"data":1,"prerenderedAt":45},["ShallowReactive",2],{"q-fin_plan_prac-48-042":3},{"exam":4,"examName":5,"chapterSlug":6,"question":7,"related":21},"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":17,"explanation":19,"difficulty":20},"fin_plan_prac-48-042","48",42,"依據公式 K = m ×（V - F）制訂投資組合保險策略，假設可承擔風險係數 m = 2，起始總資產市值 V 為 100 萬元，可容忍最大損失為 25%。若所投資股票市值增加 15 萬元，則此時應加買股票多少元？",[13,14,15,16],"10 萬元","15 萬元","20 萬元","25 萬元",1,"投資規劃","最大損失25%,故F=100×(1−25%)=75萬,初始持股K=2×(100−75)=50萬。股票漲15萬後持股=65萬、總資產=115萬,目標K=2×(115−75)=80萬,應加買80−65=15萬。","hard",[22,26,30,34,38,41],{"id":23,"question":24,"qno":25},"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":27,"question":28,"qno":29},"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":31,"question":32,"qno":33},"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":35,"question":36,"qno":37},"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":39,"question":40,"qno":10},"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？",{"id":42,"question":43,"qno":44},"fin_plan_prac-46-043","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",43,1783434648383]