n NISM Certifications
XVII NISM Series XVII
Medium

What event would trigger a rebalancing of a retirement accumulation portfolio?

Practice question from NISM Series XVII- Retirement Adviser Mock Test 5 — bank. The correct answer is highlighted below with a full explanation.

Options

  1. A

    Including the best performing stocks

  2. Change in the investor’s risk and return preferences

    Correct answer

  3. C

    Expected rally in an asset class

  4. D

    Long-term nature of the portfolio, so it should not be altered

A full explanation for this question is being written. In the meantime, the correct answer is highlighted above.

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