Series 7 - General Securities Representative Exam

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Wesley is a 45 year old husband and father of 3. What is a suitable portfolio mix for him?

65% stocks / 30 % bonds / 5% gold
A
65% bonds / 30 % stocks / 5 % money market funds
B
65% gold / 25 % bonds / 10 % stocks
C
65% money market funds / 30 % stocks / 5 % gold
D

Explanations

Based on the time horizon and the available answers, A (65% stocks / 30 % bonds / 5% gold) is the best choice

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