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Exam CWM_LEVEL_2 All Questions
Exam CWM_LEVEL_2 All Questions

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AAFM Chartered Wealth Manager CWM_LEVEL_2 Question # 358 Topic 37 Discussion

CWM_LEVEL_2 Exam Topic 37 Question 358 Discussion:
Question #: 358
Topic #: 37

Section B (2 Mark)

Assume that you purchased 100 shares of ABC in a self directed account and paid a commission on the transaction. Shortly following the purchase, you realize that you momentarily overlooked another 100 shares of ABC that you already owned in another account. Now, the redundant holdings are causing an imbalance in your overall portfolio.

What is your reaction to this situation, in case of Endowment Bias?

CWM_LEVEL_2 Question 358


A.

I


B.

II


C.

Both of the above


D.

None of the above


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