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FIN 402 Something Great /Uophelp.Com
For More Course Tutorials Visit Www.Uophelp.Com
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FIN 402 Something Great /Uophelp.Com
FIN 402 Final Exam Guide For more course
tutorials visit www.uophelp.com   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.    3.___ 
___ The income statement indicates the flow of
sales, expenses, and earnings during a period of
time.    4.___  ___ Financial ratios are used in
stock and bond valuation models.
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FIN 402 Week 1 Assignment Capital Markets and
Investment Banking Process Paper For more course
tutorials visit www.uophelp.com   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 For
more course tutorials visit www.uophelp.com    Cas
e 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. A few
months ago her husband died, leaving her with
only their home and the proceeds from a 75,000
life insurance policy. After she paid medical and
funeral expenses, 60,000 of the life insurance
proceeds remained. In addition to the life
insurance proceeds, Carolyn has 37,500 in a
savings account, which she had accumulated over
the past 10 years. Recognizing that she is within
10 years of retirement, Carolyn wishes to invest
her limited resources so she
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FIN 402 Week 1 Assignment Case Problem 1.2, 2.1,
2.2, 3.1, 12.1 For more course tutorials
visit www.uophelp.com       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 FIN 402 Week 1 Assignment
Case Problem 12.1 Reverend Mark Thomas Ponders
Mutual Funds
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FIN 402 Week 1 Assignment Case Problem 2.2 Ravi
Dumars High-Flying Margin Account For more
course tutorials visit www.uophelp.com      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. In fact, Ravi has
built himself a substantial margin account over
the years. He currently holds 75,000 worth of
stock in his margin account, though the debit
balance in the account amounts to only 30,000.
Recently Ravi uncovered a stock that, on the
basis of extensive analysis, he feels is about to
take off. The stock, Running Shoes (RS),
currently trades at 20 per share. Ravi feels it
should
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FIN 402 Week 1 Assignment Case Problem 3.1 The
Perezes Good Fortune For more course tutorials
visit www.uophelp.com       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. The income from the pool hall
is adequate to allow Angel, Marie, and their
children, Mary (age 10) and José (age 4), to live
comfortably. Although he lacks formal education
beyond the 10th grade, Angel has become an avid
reader. He enjoys reading about current events
and personal finance, particularly investing. He
especially likes Money magazine, from which he
has gained numerous
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FIN 402 Week 1 Assignment Case Problem 12.1
Reverend Mark Thomas Ponders Mutual Funds For
more course tutorials visit www.uophelp.com      
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. He would like to set up a
program that enables him to supplement the
churchs retirement program and at the same time
provide some funds for his childs college
education (which is still some 12 years away). He
is not out to break any investment records but
wants some backup to provide for the long-run
needs of his family.
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FIN 402 Week 1 AssignmentCase Problem 2.1Daras
Dilemma What to Buy? For more course tutorials
visit www.uophelp.com       Case
Problem 2.1Daras 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. Although she has been
fairly conservative with her investments, she now
feels more confident in her investment knowledge
and would like to branch out into some new areas
that could bring higher returns. She has between
20,000 and 25,000 to invest.
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  FIN 402 Week 1 DQ 1 For more course tutorials
visit www.uophelp.com   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 For more course tutorials
visit www.uophelp.com   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 For more course tutorials
visit www.uophelp.com   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 For more
course tutorials visit www.uophelp.com   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? 3. From the investment banker's
point of view, the major reason syndicates are
formed in the distribution of large issues is for
the purpose
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FIN 402 Week 1 Individual Weekly Question For
more course tutorials visit www.uophelp.com   Subm
it 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. Also, do not use quotes in
lieu of a response in your own words.
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FIN 402 Week 2 Assignment Asset Classes Paper
For more course tutorials visit www.uophelp.com  
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 For more course tutorials
visit www.uophelp.com       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. Recently, at
the national sales meeting, they were discussing
various company matters, as well as bringing each
other up to date on their families, when the
subject of investments came up. Each had always
been fascinated by the stock market, and now that
they had achieved some degree of financial
success, they had begun actively investing.
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FIN 402 Week 2 Assignment Case Problem 4.1
Coatess Decision For more course tutorials
visit www.uophelp.com       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) For more course
tutorials visit www.uophelp.com       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 For more course tutorials
visit www.uophelp.com       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. Molly is at present
considering the addition of 50 shares of either
of two common stock issuesX or Y. To assess the
return and risk of each of these issues, she has
gathered dividend income and share price data for
both over the last 10 years (20072016). Mollys
investigation of the outlook for these issues
suggests that each will
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FIN 402 Week 2 Assignment Case Problem 5.2 Susan
Lussiers Inherited Portfolio Does It Meet Her
Needs For more course tutorials
visit www.uophelp.com       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. Her
current philosophy is to live each day to its
fullest
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FIN 402 Week 2 Assignment Case Problem 13.1
Assessing the Stalcheckss Portfolio Performance
(Part a,b,c,d) For more course tutorials
visit www.uophelp.com       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. The
portfolio currently contains common stock,
industrial bonds, mutual fund shares, and
options. They acquired each of these investments
during the past three years, and they plan to
purchase other investments sometime in the future.
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FIN 402 Week 2 DQ 1 For more course tutorials
visit www.uophelp.com   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 For more course tutorials
visit www.uophelp.com   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 For more course tutorials
visit www.uophelp.com   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) For more course
tutorials visit www.uophelp.com   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. Cisco Systems, Inc.
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FIN 402 Week 2 weekly Problem Set For more
course tutorials visit www.uophelp.com   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). 2. If in problem 1 the beta (b) were 1.9
and the other values remained the same, what is
the new value of Ke? What is the relationship
between a higher beta and the required rate of
return (Ke)?
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FIN 402 Week 2 Weekly Question For more course
tutorials visit www.uophelp.com   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) b.
Microsoft (MSFT) c. Macys (M) d.
JP Morgan Chase (JPM) e. Southern Company
(SO)
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FIN 402 Week 3 Assignment Case Problem 6.1 Sara
Decides to Take the Plunge For more course
tutorials visit www.uophelp.com       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. One of
her closest friends is Terry Jenkins, who happens
to be a stockbroker and who acts as Saras
financial advisor.
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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 For more course
tutorials visit www.uophelp.com       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 Relative Performance
Paper For more course tutorials
visit www.uophelp.com   FIN 402 Week 3 Assignment
Relative Performance Paper
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FIN 402 Week 3 AssignmentCase Problem 6.2 Wally
Wonders Whether Theres a Place for Dividends
For more course tutorials visit www.uophelp.com 
  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. He feels that
with the limited time he has to devote to his
security holdings, high-quality issues are his
best bet. He has become a bit perplexed lately
with the market, disturbed that some of his
growth stocks arent doing even as well as many
good-grade income shares. He therefore decides to
have a chat with his broker, Al Fried.
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FIN 402 Week 3 AssignmentCase Problem 7.1 Some
Financial Ratios Are Real Eye-Openers For more
course tutorials visit www.uophelp.com       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! Anytime I plan to
invest in a stock, you can bet Im going to learn
as much as I can about the company. Jack prefers
to compute his own ratios even though he could
easily obtain analytical reports from his broker
at no cost. (In fact, Bob Smith, his broker, has
been volunteering such services for years.)
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FIN 402 Week 3 AssignmentCase Problem 7.2 Doris
Looks at an Auto Issue For more course tutorials
visit www.uophelp.com       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. Her broker recently
recommended an auto company stock and sent her
some literature and analytical reports to study.
One report, prepared by the brokerage house she
deals with, provided an up-to-date look at the
economy, an extensive study of the auto
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FIN 402 Week 3 AssignmentCase Problem 8.1 Chris
Looks for a Way to Invest His Wealth For more
course tutorials visit www.uophelp.com       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. Chris will earn about a half-million
dollars this year. Because of his age, income
level, and desire to get as big a bang as
possible from his investment dollars, he has
decided to invest in speculative, high-growth
stocks.
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 FIN 402 Week 3 AssignmentCase Problem 8.2 An
Analysis of a High-Flying Stock For more course
tutorials visit www.uophelp.com     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. It has five million
shares outstanding and pays a nominal annual
dividend of 0.05 per share. Marc has decided to
take a closer look at CI to assess its
investment potential. Assume the companys sales
for the past five years have been as follows
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FIN 402 Week 3 AssignmentCase Problem 9.2 Deb
Takes Measure of the Market For more course
tutorials visit www.uophelp.com       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.
Excited about what she has learned in class, Deb
has decided that she definitely wants to invest
in stocks. But before she does, she wants to use
her newfound knowledge in technical analysis to
determine whether now would be a good time to
enter the market.
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FIN 402 Week 3 DQ 1 For more course tutorials
visit www.uophelp.com   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 For more course tutorials
visit www.uophelp.com   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 For more course tutorials
visit www.uophelp.com   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 For more course tutorials
visit www.uophelp.com   FIN 402 Week 3 Individual
Assignment CAPM Web Exercise Resource
Fundamentals 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 For more
course tutorials visit www.uophelp.com   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? 2. Consider the CAPM. The
risk-free rate is 6 and the expected return on
the market is 18. What is the expected return on
a stock with a beta of 1.3?
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FIN 402 Week 3 Weekly Question For more course
tutorials visit www.uophelp.com   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 b. Select the two lowest beta
stocks and weight them at 30 each, the two
highest beta stocks at 10 each, and the last one
at 20 (Low beta portfolio)
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FIN 402 Week 4 Assignment Case Problem 10.1 Max
and Veronica Develop a Bond Investment Program
For more course tutorials visit www.uophelp.com  
    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. Needless to say, the family
is elated.
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FIN 402 Week 4 Assignment Case Problem 10.1,
10.2, 11.1, 11.2 For more course tutorials
visit www.uophelp.com       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 For more
course tutorials visit www.uophelp.com       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. In credit analysis, attention is
directed toward the basic liquidity and
profitability of the firm, the extent to which
the firm employs debt, and the ability of the
firm to service its debt.
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FIN 402 Week 4 Assignment Case Problem 11.1 The
Bond Investment Decisions of Dave and Marlene
Carter For more course tutorials
visit www.uophelp.com       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. They adhere to a fairly
aggressive investment posture and actively go
after both attractive current income and
substantial capital gains. Assume that it is now
2016 and Marlene is currently evaluating two
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FIN 402 Week 4 Assignment Case Problem 11.2 Grace
Decides to Immunize Her Portfolio For more
course tutorials visit www.uophelp.com       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. Shes well
versed on the latest investment techniques and is
not afraid to apply those procedures to her own
investments.
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FIN 402 Week 4 DQ 1 For more course tutorials
visit www.uophelp.com   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 For more course tutorials
visit www.uophelp.com   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 For more course tutorials
visit www.uophelp.com   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) For
more course tutorials visit www.uophelp.com   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. Conduct research
concerning the risk and return tradeoff, and the
relationship between investment strategy and
performance. Prepare a 1,050- to 1,400-word memo
to Rainier Ekstrom, Casa Bonitas chief executive
officer, in which you analyze risk and return
tradeoffs associated with the organizations
investment portfolio. Address the following
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FIN 402 Week 4 Learning Team Assignment Risk and
Return Analysis Paper For more course tutorials
visit www.uophelp.com   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. Locate the beta for each
security. Use .3 beta for bonds and 0 for money
market instruments.
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FIN 402 Week 4 Weekly Problem Set For more
course tutorials visit www.uophelp.com   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 __________. 4. Choosing
stocks by searching for predictable patterns in
stock prices is called
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FIN 402 Week 4 Weekly Question For more course
tutorials visit www.uophelp.com   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 For more course
tutorials visit www.uophelp.com       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. He does this
because, as he puts it, In this business, you
never know when the bottom will fall out. Hector
has been following the stock of Rembrandt Paper
Products (RPP), and after conducting extensive
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FIN 402 Week 5 Assignment Case Problem 14.1,
14.2, 15.1, 15.2 For more course tutorials
visit www.uophelp.com       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 For
more course tutorials visit www.uophelp.com      C
ase 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. His wife, Denise, is taking an adult
education course on the stock market and has just
learned about put and call hedges. She suggests
that he use puts to hedge his position.
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FIN 402 Week 5 Assignment Case Problem 15.1 T.
J.s Fast-Track Investments Interest Rate Futures
For more course tutorials visit www.uophelp.com  
    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. T. J. recognizes the enormous risks
involved in commodities speculating but feels
that because hes young, he can afford to take a
few chances.
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FIN 402 Week 5 Assignment Case Problem 15.2 Jim
and Polly Pernelli Try Hedging with Stock Index
Futures For more course tutorials
visit www.uophelp.com       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
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FIN 402 Week 5 Assignment Investment Portfolio
Paper (2 Papers) For more course tutorials
visit www.uophelp.com   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. Describe the importance of these indices
and interpret how your portfolio performed
against the market index. Discuss how you would
revise your portfolio.
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FIN 402 Week 5 DQ 1 For more course tutorials
visit www.uophelp.com   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 For more course tutorials
visit www.uophelp.com   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 For more course tutorials
visit www.uophelp.com   What are derivatives? How
may they be used to manage a portfolio?
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