CFA Level IQuantitative MethodsEasy

A portfolio manager wants to select 3 stocks from a list of 8 candidates to build a small equity portfolio. The order in which the stocks are chosen does not matter. How many different 3-stock portfolios can be formed?

  1. A24
  2. B336
  3. C512
  4. D56
Show answer & explanation

Correct answer: D. 56

Since order doesn't matter, use combinations: nCr = 8!/(3!(8-3)!) = 8!/(3!5!) = (8×7×6)/(3×2×1) = 336/6 = 56.

Why the other options are wrong

  • A. Incorrect; does not correspond to any standard combinatorial formula for this problem.
  • B. This is the permutation count (8P3), which incorrectly treats order as relevant.
  • C. This equals 8^3, treating selections as independent with repetition, which is wrong here.

Combination Formula (nCr)

Counts the number of ways to choose r items from n items when order does not matter, calculated as n!/(r!(n-r)!).

  • Use combinations when order is irrelevant (e.g., selecting a portfolio)
  • Use permutations when order matters (e.g., ranking top 3 stocks)
  • Combinations are always ≤ permutations for the same n and r

Memory trick: Combo doesn't care about the order, Permutation puts it in order

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