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FIN 402 Final Exam Guide   FIN 402 Investment
Fundamentals and Portfolio Management Final Exam
Guide True/False 1.___ ___ The balance sheet
shows what assets the firm controls at a point in
time and how it financed the assets. 2.___
___ Free cash flow Cash flow from operations
Capital expenditures Disposition of property
and equipment.
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FIN 402 Week 1 Assignment Capital Markets and
Investment Banking Process Paper   FIN402 Week 1
Assignment Capital Markets and Investment Banking
Process Paper
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FIN 402 Week 1 Assignment Case Problem 1.2
Preparing Carolyn Bowens Investment Plan   Case
Problem 1.2 Preparing Carolyn Bowens Investment
Plan Carolyn Bowen, who just turned 55, is
employed as an administrative assistant for the
Xcon Corporation, where she has worked for the
past 20 years. She is in good health, lives
alone, and has two grown children.
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FIN 402 Week 1 Assignment Case Problem 1.2, 2.1,
2.2, 3.1, 12.1   FIN 402 Week 1 Assignment Case
Problem 1.2 Preparing Carolyn Bowens Investment
Plan FIN 402 Week 1 Assignment Case Problem 2.1
Daras Dilemma What to Buy? FIN 402 Week 1
Assignment Case Problem 2.2 Ravi Dumars
High-Flying Margin Account FIN 402 Week 1
Assignment Case Problem 3.1 The Perezes Good
Fortune
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FIN 402 Week 1 Assignment Case Problem 2.1 Daras
Dilemma What to Buy?   Case Problem 2.1 Daras
Dilemma What to Buy? Dara Simmons, a 40-year-old
financial analyst and divorced mother of two
teenage children, considers herself a savvy
investor. She has increased her investment
portfolio considerably over the past five years.
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FIN 402 Week 1 Assignment Case Problem 2.2 Ravi
Dumars High-Flying Margin Account   Case Problem
2.2 Ravi Dumars High-Flying Margin Account Ravi
Dumar is a stockbroker who lives with his wife,
Sasha, and their five children in Milwaukee,
Wisconsin. Ravi firmly believes that the only way
to make money in the market is to follow an
aggressive investment posturefor example, to use
margin trading.
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FIN 402 Week 1 Assignment Case Problem 3.1 The
Perezes Good Fortune   Case Problem 3.1 The
Perezes Good Fortune Angel and Marie Perez own a
small pool hall located in southern New Jersey.
They enjoy running the business, which they have
owned for nearly three years. Angel, a retired
professional pool shooter, saved for nearly 10
years to buy this business, which he and his wife
own free and clear.
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FIN 402 Week 1 Assignment Case Problem 12.1
Reverend Mark Thomas Ponders Mutual Funds   Case
Problem 12.1 Reverend Mark Thomas Ponders Mutual
Funds The Reverend Mark Thomas is the minister of
a church in the San Diego area. He is married,
has one young child, and earns a modest income.
Because religious organizations are not notorious
for their generous retirement programs, the
reverend has decided he should do some investing
on his own.
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FIN 402 Week 1 DQ 1   What are capital market
instruments? How are they used? Which is most
important? Explain your answer.
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FIN 402 Week 1 DQ 2   What is an asset class? How
are asset classes selected? What factors affect
the selection?
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FIN 402 Week 1 DQ 3   What is a derivative? What
are the different types of derivatives? How do
businesses use derivatives to mitigate risks?
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FIN 402 Week 1 Individual Problem Set   The
Problem Set is provided to you to enable you to
practice the concepts outlined in the textbook.
Select THREE completed problems from the
assignment and post your solutions to those
problems. 1. Creating prices for securities and
allowing for liquidity are functions of 2. Which
of the following best describes the function of
an investment banker selling an issue on a "best
efforts" basis?
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FIN 402 Week 1 Individual Weekly
Question   Submit your Weekly Questions, with
original questions, in a Microsoft Word or text
file. Be sure to show your work to earn full
credit.   Do not use Investopedia, About.com,
Wikipedia, or other generic internet websites as
sources. Use credible sources only.
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FIN 402 Week 2 Assignment Asset Classes
Paper   FIN402 Week 2 Assignment Asset Classes
Paper
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FIN 402 Week 2 Assignment Case Problem 2.1
Traditional Versus Modern Portfolio Theory Whos
Right   Case Problem 2.1 Traditional Versus
Modern Portfolio Theory Whos Right? Walt Davies
and Shane OBrien are district managers for Lee,
Inc. Over the years, as they moved through the
firms sales organization, they became (and still
remain) close friends. Walt, who is 33 years old,
currently lives in Princeton, New Jersey. Shane,
who is 35, lives in Houston, Texas.
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FIN 402 Week 2 Assignment Case Problem 4.1
Coatess Decision   Case Problem 4.1 Coatess
Decision On January 1, 2017, Dave Coates, a
23-year-old mathematics teacher at Xavier High
School, received a tax refund of 1,100. Because
Dave didnt need this money for his current
living expenses, he decided to make a long-term
investment. After surveying a number of
alternative investments costing no more than
1,100, Dave isolated two that seemed most
suitable to his needs.
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FIN 402 Week 2 Assignment Case Problem 4.1, 4.2,
2.1, 5.2, 13.1 (Part a,b,c,d)   FIN 402 Week 2
Assignment Case Problem 4.1 Coatess Decision FIN
402 Week 2 Assignment Case Problem 4.2 The
Risk-Return Tradeoff Molly ORourkes Stock
Purchase Decision FIN 402 Week 2 Assignment Case
Problem 2.1 Traditional Versus Modern Portfolio
Theory Whos Right FIN 402 Week 2 Assignment Case
Problem 5.2 Susan Lussiers Inherited Portfolio
Does It Meet Her Needs
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FIN 402 Week 2 Assignment Case Problem 4.2 The
Risk-Return Tradeoff Molly ORourkes Stock
Purchase Decision   Case Problem 4.2 The
Risk-Return Tradeoff Molly ORourkes Stock
Purchase Decision Over the past 10 years, Molly
ORourke has slowly built a diversified portfolio
of common stock. Currently her portfolio includes
20 different common stock issues and has a total
market value of 82,500.
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FIN 402 Week 2 Assignment Case Problem 5.2 Susan
Lussiers Inherited Portfolio Does It Meet Her
Needs   Case Problem 5.2 Susan Lussiers
Inherited Portfolio Does It Meet Her
Needs? Susan Lussier is 35 years old and employed
as a tax accountant for a major oil and gas
exploration company. She earns nearly 135,000 a
year from her salary and from participation in
the companys drilling activities. An expert on
oil and gas taxation, she is not worried about
job securityshe is content with her income and
finds it adequate to allow her to buy and do
whatever she wishes
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FIN 402 Week 2 Assignment Case Problem 13.1
Assessing the Stalcheckss Portfolio Performance
(Part a,b,c,d)   Case Problem 13.1 Assessing the
Stalcheckss Portfolio Performance Mary and Nick
Stalcheck have an investment portfolio containing
four investments. It was developed to provide
them with a balance between current income and
capital appreciation. Rather than acquire mutual
fund shares or diversify within a given class of
investments, they developed their portfolio with
the idea of diversifying across various asset
classes.
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FIN 402 Week 2 DQ 1   What are different ratio
categories? Which category is most important to
bondholders? Why? Which category is most
important to stockholders? Why?
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FIN 402 Week 2 DQ 2   What are liquidity ratios?
Why are they important? How may an investor use
liquidity ratios when making investment decisions?
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FIN 402 Week 2 DQ 3   What is the CAPM? Are CAPM
assumptions realistic? Why or why not?
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FIN 402 Week 2 Learning Team Assignment Portfolio
Selection Paper (2 Papers)   This Tutorial
contains 2 Different Papers Resources
Electronic Reserve Readings, Internet, University
Library Select one publicly traded bond. Select
five organizations from the following list. These
organizations represent the stocks that comprise
your portfolio.
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FIN 402 Week 2 Weekly Problem Set   The Problem
Set is provided to you to enable you to practice
the concepts outlined in the textbook. Select
THREE completed problems from the assignment and
post your solutions to those problems. In your
solutions, provide an explanation as to why you
choose the answer. 1. If RF 6 percent, b 1.3,
and the ERP 6.5 percent, compute Ke(the
required rate of return).
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FIN 402 Week 2 Weekly Question   1. (2
point) Calculate the expected return of the
following stocks using CAPM. You can use internet
websites to get Beta figures, such as Yahoo!
Finance, Google Finance, MSN Money, Marketwatch,
etc. Use 4 as the risk free rate and 6 as the
risk premium. a. Proctor Gamble (PG)
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FIN 402 Week 3 Assignment Case Problem 6.1 Sara
Decides to Take the Plunge   Case Problem 6.1
Sara Decides to Take the Plunge Sara Thomas is a
child psychologist who has built a thriving
practice in her hometown of Boise, Idaho. Over
the past several years she has been able to
accumulate a substantial sum of money. She has
worked long and hard to be successful, but she
never imagined anything like this. Even so,
success has not spoiled Sara. Still single, she
keeps to her old circle of friends.
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FIN 402 Week 3 Assignment Case Problem 6.1, 6.2,
7.1, 7.2, 8.1, 8.2, 9.2   FIN 402 Week 3
Assignment Case Problem 6.1 Sara Decides to Take
the Plunge FIN 402 Week 3 Assignment Case
Problem 6.2 Wally Wonders Whether Theres a Place
for Dividends FIN 402 Week 3 Assignment Case
Problem 7.1 Some Financial Ratios Are Real
Eye-Openers FIN 402 Week 3 Assignment Case
Problem 7.2 Doris Looks at an Auto Issue
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FIN 402 Week 3 Assignment Case Problem 6.2 Wally
Wonders Whether Theres a Place for
Dividends   Case Problem 6.2 Wally Wonders
Whether Theres a Place for Dividends Wally
Wilson is a commercial artist who makes a good
living by doing freelance workmostly layouts and
illustrationsfor local ad agencies and major
institutional clients (such as large department
stores). Wally has been investing in the stock
market for some time, buying mostly high-quality
growth stocks as a way to achieve long-term
growth and capital appreciation
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FIN 402 Week 3 Assignment Case Problem 7.1 Some
Financial Ratios Are Real Eye-Openers   Case
Problem 7.1 Some Financial Ratios Are Real
Eye-Openers Jack Arnold is a resident of Lubbock,
Texas, where he is a prosperous rancher and
businessman. He has also built up a sizable
portfolio of common stock, which, he believes, is
due to the fact that he thoroughly evaluates each
stock he invests in. As Jack says, You cant be
too careful about these things!
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FIN 402 Week 3 Assignment Case Problem 7.2 Doris
Looks at an Auto Issue   Case Problem 7.2 Doris
Looks at an Auto Issue Doris Wise is a young
career woman. She lives in Phoenix, Arizona,
where she owns and operates a highly successful
modeling agency. Doris manages her modest but
rapidly growing investment portfolio, made up
mostly of high-grade common stocks. Because shes
young and single and has no pressing family
requirements, Doris has invested primarily in
stocks that offer the potential for attractive
capital gains.
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FIN 402 Week 3 Assignment Case Problem 8.1 Chris
Looks for a Way to Invest His Wealth   Case
Problem 8.1 Chris Looks for a Way to Invest His
Wealth Chris Norton is a young Hollywood writer
who is well on his way to television
superstardom. After writing several successful
television specials, he was recently named the
head writer for one of TVs top-rated sitcoms.
Chris fully realizes that his business is a
fickle one, and on the advice of his dad and
manager, he has decided to set up an investment
program.
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FIN 402 Week 3 Assignment Case Problem 8.2 An
Analysis of a High-Flying Stock   Case Problem
8.2 An Analysis of a High-Flying Stock Marc
Dodier is a recent university graduate and a
security analyst with the Kansas City brokerage
firm of Lippman, Brickbats, and Shaft. Marc has
been following one of the hottest issues on Wall
Street, CI Medical Supplies, a company that has
turned in an outstanding performance lately and,
even more important, has exhibited excellent
growth potential.
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FIN 402 Week 3 Assignment Case Problem 9.2 Deb
Takes Measure of the Market   Case Problem 9.2
Deb Takes Measure of the Market Several months
ago, Deb Forrester received a substantial sum of
money from the estate of her late aunt. Deb
initially placed the money in a savings account
because she was not sure what to do with it.
Since then, however, she has taken a course in
investments at the local university. The textbook
for the course was, in fact, this one, and the
class just completed this chapter.
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FIN 402 Week 3 Assignment Relative Performance
Paper   FIN 402 Week 3 Assignment Relative
Performance Paper
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FIN 402 Week 3 DQ 1   What is the difference
between systematic and unsystematic risk? How is
the beta coefficient used to assess risk? Is it
better to maximize return or minimize risk? Why?
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FIN 402 Week 3 DQ 2   What is the relationship
between inflation and interest rates? How does
this relationship affect asset prices? How does
the unemployment rate affect interest rates?
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FIN 402 Week 3 DQ 3   What factors must be taken
into consideration when creating an investment
portfolio? How must a portfolios components be
weighted?
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FIN 402 Week 3 Individual Assignment CAPM Web
Exercise   FIN 402 Week 3 Individual Assignment
CAPM Web Exercise ResourceFundamentals of
Investment Management Prepare a response to the
following assignment Web Exercise (Ch. 21) of
Fundamentals of Investment Management, including
calculations for each organization listed in Step
9
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FIN 402 Week 3 Weekly Problem Set   The Problem
Set is provided to you to enable you to practice
the concepts outlined in the textbook. Select
THREE completed problems from the assignment and
post your solutions to those problems. In your
solutions, provide an explanation as to why you
choose the answer. 1. Which of the following are
assumptions of the simple CAPM model?
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FIN 402 Week 3 Weekly Question   Submit your
Weekly Questions, with original questions, in a
Microsoft Word or text file. Be sure to show your
work to earn full credit. 1. (2 point) Use
the expected return and Beta calculated in Week 2
Homework Questions 1 for the stocks listed PG,
Microsoft, Macys, JP Morgan Chase and Southern
Company. You will make three portfolios a.
Equal weight each of the stocks in the portfolio
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FIN 402 Week 4 Assignment Case Problem 10.1 Max
and Veronica Develop a Bond Investment
Program   Case Problem 10.1 Max and Veronica
Develop a Bond Investment Program Max and
Veronica Shuman, along with their teenage sons,
Terry and Thomas, live in Portland, Oregon. Max
is a sales rep for a major medical firm, and
Veronica is a personnel officer at a local bank.
Together they earn an annual income of around
100,000. Max has just learned that his recently
departed rich uncle has named him in his will to
the tune of some 250,000 after taxes.
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FIN 402 Week 4 Assignment Case Problem 10.1,
10.2, 11.1, 11.2   FIN 402 Week 4 Assignment Case
Problem 10.1 Max and Veronica Develop a Bond
Investment Program FIN 402 Week 4 Assignment Case
Problem 10.2 The Case of the Missing Bond
Ratings FIN 402 Week 4 Assignment Case Problem
11.1 The Bond Investment Decisions of Dave and
Marlene Carter FIN 402 Week 4 Assignment Case
Problem 11.2 Grace Decides to Immunize Her
Portfolio
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FIN 402 Week 4 Assignment Case Problem 10.2 The
Case of the Missing Bond Ratings   Case Problem
10.2 The Case of the Missing Bond Ratings Its
probably safe to say that theres nothing more
important in determining a bonds rating than the
underlying financial condition and operating
results of the company issuing the bond. Just as
financial ratios can be used in the analysis of
common stocks, they can also be used in the
analysis of bondsa process we refer to as credit
analysis.
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FIN 402 Week 4 Assignment Case Problem 11.1 The
Bond Investment Decisions of Dave and Marlene
Carter   Case Problem 11.1 The Bond Investment
Decisions of Dave and Marlene Carter Dave and
Marlene Carter live in the Boston area, where
Dave has a successful orthodontics practice. Dave
and Marlene have built up a sizable investment
portfolio and have always had a major portion of
their investments in fixed-income securities.
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FIN 402 Week 4 Assignment Case Problem 11.2 Grace
Decides to Immunize Her Portfolio   Case Problem
11.2 Grace Decides to Immunize Her
Portfolio Grace Hesketh is the owner of an
extremely successful dress boutique in downtown
Chicago. Although high fashion is Graces first
love, shes also interested in investments,
particularly bonds and other fixed-income
securities. She actively manages her own
investments and over time has built up a
substantial portfolio of securities.
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FIN 402 Week 4 DQ 1   What are examples of active
and passive portfolio management techniques? Why
would a portfolio manager pursue active instead
of passive techniques?
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FIN 402 Week 4 DQ 2   Does international
diversification enhance risk reduction? Why or
why not? What measures may be taken to reduce
risks of international portfolio investing?
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FIN 402 Week 4 DQ 3   What are unique risks
associated with foreign investments? How might an
investor protect his or her portfolio against
such risks? Is it possible to protect a portfolio
from all risk?
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FIN 402 Week 4 Individual Assignment Risk and
Return Tradeoff Memo (2 Papers)   This Tutorial
contains 2 Different Papers FIN 402 Week 4
Individual Assignment Risk and Return Tradeoff
Memo Resources Constructing and Managing a
Portfolio Simulation, Electronic Reserve
Readings, University Library Complete the
Constructing and Managing a Portfolio simulation
on the student website.
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FIN 402 Week 4 Learning Team Assignment Risk and
Return Analysis Paper (Portfolio Risk
Analysis)   FIN 402 Week 4 Learning Team
Assignment Risk and Return Analysis
Paper Complete the following activities Conduct
a risk assessment and return analysis on the
investment vehicles in your portfolio. Select the
weights of each vehicle in your portfolio for
example, the percentage of the portfolio each
vehicle makes up.
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FIN 402 Week 4 Weekly Problem Set   The Problem
Set is provided to you to enable you to practice
the concepts outlined in the textbook. Select
THREE completed problems from the assignment and
post your solutions to those problems. 1. The
weak form of the EMH states that ________ must be
reflected in the current stock price. 2. When
the market risk premium rises, stock prices will
________. 3. Proponents of the EMH typically
advocate __________.
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FIN 402 Week 4 Weekly Question   1. (2
point) Go to Morningstar.com. Find the listed
mutual funds profiles on the website. Under
Ratings Risk, find and submit the Sharpe Ratio
for each fund. Then discuss, using the ratio,
which fund you believe provides a better
investment. Funds ARTVX
BPAIX
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FIN 402 Week 5 Assignment Case Problem 14.1 The
Franciscos Investment Options   Case Problem
14.1 The Franciscos Investment Options Hector
Francisco is a successful businessman in Atlanta.
The box-manufacturing firm he and his wife, Judy,
founded several years ago has prospered. Because
he is self-employed, Hector is building his own
retirement fund. So far, he has accumulated a
substantial sum in his investment account, mostly
by following an aggressive investment posture.
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FIN 402 Week 5 Assignment Case Problem 14.1,
14.2, 15.1, 15.2   FIN 402 Week 5 Assignment Case
Problem 14.1 The Franciscos Investment
Options FIN 402 Week 5 Assignment Case Problem
14.2 Lukes Quandary To Hedge or Not to Hedge FIN
402 Week 5 Assignment Case Problem 15.1 T. J.s
Fast-Track Investments Interest Rate Futures FIN
402 Week 5 Assignment Case Problem 15.2 Jim and
Polly Pernelli Try Hedging with Stock Index
Futures
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FIN 402 Week 5 Assignment Case Problem 14.2
Lukes Quandary To Hedge or Not to Hedge   Case
Problem 14.2 Lukes Quandary To Hedge or Not to
Hedge A little more than 10 months ago, Luke
Weaver, a mortgage banker in Phoenix, bought 300
shares of stock at 40 per share. Since then, the
price of the stock has risen to 75 per share. It
is now near the end of the year, and the market
is starting to weaken. Luke feels there is still
plenty of play left in the stock but is afraid
the tone of the market will be detrimental to his
position.
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FIN 402 Week 5 Assignment Case Problem 15.1 T.
J.s Fast-Track Investments Interest Rate
Futures   Case Problem 15.1 T. J.s Fast-Track
Investments Interest Rate Futures T. J. Patrick
is a young, successful industrial designer in
Portland, Oregon, who enjoys the excitement of
commodities speculation. T. J. has been dabbling
in commodities since he was a teenagerhe was
introduced to this market by his dad, who is a
grain buyer for one of the leading food
processors.
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FIN 402 Week 5 Assignment Case Problem 15.2 Jim
and Polly Pernelli Try Hedging with Stock Index
Futures   Case Problem 15.2 Jim and Polly
Pernelli Try Hedging with Stock Index Futures Jim
Pernelli and his wife, Polly, live in Augusta,
Georgia. Like many young couples, the Pernellis
are a two-income family. Jim and Polly are both
college graduates and hold high-paying jobs. Jim
has been an avid investor in the stock market for
a number of years and over time has built up a
portfolio that is currently worth nearly 375,000.
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FIN 402 Week 5 Assignment Investment Portfolio
Paper (2 Papers)   This tutorial contains 2
Different Papers Prepare a paper, not to exceed
5 pages, in which you assess the performance of
your portfolio, using William Sharpes and Harry
Markowitzs modern portfolio theories. Address
the following Calculate your portfolios
performance using the Sharpe, Jensen, and Treynor
indices.
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FIN 402 Week 5 DQ 1   What are different types of
alternative investment vehicles? Which is
preferable? What factors could affect the choice
of such a vehicle?
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FIN 402 Week 5 DQ 2   What is an individual
retirement account? Is it important to have an
individual retirement account?
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FIN 402 Week 5 DQ 3   What are derivatives? How
may they be used to manage a portfolio?
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FIN 402 Week 5 Individual Assignment Investment
Enhancement Paper   Prepare a 1,050- to
1,750-word paper in which you address the
following Analyze effects of international
portfolio diversification on an investment
portfolio. Examine alternative investment
vehicles.
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