NASAA Series 66 Uniform Combined State Law ExaminationClient Investment Recommendations and StrategiesMedium

A client, a 68-year-old retiree, relies solely on their investment portfolio for living expenses. Their primary financial goals are capital preservation and generating a consistent, predictable income stream to cover their monthly expenditures, with minimal exposure to market volatility. Which of the following portfolio strategies would be most suitable for this client?

  1. AAn aggressive growth portfolio heavily weighted towards small-cap equities.
  2. BAn income-focused portfolio consisting primarily of high-quality bonds and dividend-paying stocks.
  3. CA portfolio concentrated in emerging market equities for high growth potential.
  4. DA tactical asset allocation strategy that frequently shifts between asset classes based on market forecasts.
Show answer & explanation

Correct answer: B. An income-focused portfolio consisting primarily of high-quality bonds and dividend-paying stocks.

An income-focused portfolio with a strong emphasis on high-quality bonds and dividend-paying stocks provides consistency, predictability, and capital preservation, which aligns perfectly with a retiree's need for living expenses and low market volatility.

Why the other options are wrong

  • A. This strategy is highly volatile and focused on growth, not capital preservation or consistent income.
  • C. Emerging market equities are highly volatile and carry significant risk, completely contrary to the client's goals.
  • D. Tactical asset allocation involves higher risk due to frequent shifts and market timing, unsuitable for a conservative retiree.

Income-Focused Portfolio

A portfolio strategy designed to generate a consistent and predictable stream of income, often through investments like bonds, dividend stocks, and income-oriented mutual funds, prioritizing current yield over capital appreciation.

  • Primary goal: generate regular income.
  • Emphasis on capital preservation.
  • Lower exposure to market volatility.
  • Suitable for retirees or those needing current cash flow.

Memory trick: For a retiree's income, steady and true, high-quality bonds and dividends will see them through.

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