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1.
Which is the quality of a great core holding?
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Its boring. Core holdings dont make great dinner-party chatter. They do, however, provide the steady returns that your portfolio needs to achieve your goals.
2.
All investors should have the same size core holding.
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False. Though different investors and experts will disagree, there is no one size for everyone.
3.
Should a bond fund be a core holding for you?
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Maybe. It depends on your asset allocation. When it comes to bonds, theres no one-size-fits-all answer. It all depends on your asset allocation.
4.
Which of the following would make a good core stock holding?
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A large-company thats financially strong and growing at a steady rate. This might be boring, but it would be reliable.
5.
Core holdings should take up _______ of your portfolio.
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At least two-thirds. As a rule, at least two-thirds is usually advised.