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Basic Question 10 of 10

A security is currently trading at $97. It will pay a coupon of $5 in two months. No other payouts are expected in the next six months. Assume continuous compounding at 12%. If the 6-month forward price is $92, what you should do now to create an arbitrage opportunity?

I. Do nothing. There is no arbitrage opportunity.
II. Sell the short spot at $97.
III. Borrow $97 for six months at 12%, and buy the security at $97.
IV. Invest $97 for six months at 12%.
V. Invest $4.901 for two months at 12%.
VI. Investment $92.099 for six months at 12%.
VII. Buy the forward at $92.
VIII. Sell the forward at $92.

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Learning Outcome Statements

describe the carry forward model without underlying cashflows and with underlying cashflows;

CFA® 2025 Level II Curriculum, Volume 5, Module 31.