FIN 402 Education on your terms / tutorialrank.com

1
FIN 402 Education on your terms/tutorialrank.com
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FIN 402 Education on your terms/ tutorialrank.com
FIN 402 Final Exam Guide (UOP Course) For more
course tutorials visit www.tutorialrank.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.
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FIN 402 Education on your terms/ tutorialrank.com
FIN 402 Week 1 Assignment Capital Markets and
Investment Banking Process Paper (UOP Course)
For more course tutorials visit www.tutorialrank.
com FIN402 Week 1 Assignment Capital Markets and
Investment Banking Process Paper
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FIN 402 Education on your terms/ tutorialrank.com
FIN 402 Week 1 Assignment Case Problem 1.2
Preparing Carolyn Bowens Investment Plan For
more course tutorials visit www.tutorialrank.com C
ase 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
fun
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FIN 402 Education on your terms/ tutorialrank.com
FIN 402 Week 1 Assignment Case Problem 1.2, 2.1,
2.2, 3.1, 12.1 For more course tutorials
visit www.tutorialrank.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
6
FIN 402 Education on your terms/ tutorialrank.com
FIN 402 Week 1 Assignment Case Problem 2.2 Ravi
Dumars High-Flying Margin Account For more
course tutorials visit www.tutorialrank.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 unc
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FIN 402 Education on your terms/ tutorialrank.com
FIN 402 Week 1 Assignment Case Problem 3.1 The
Perezes Good Fortune For more course tutorials
visit www.tutorialrank.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 1
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FIN 402 Education on your terms/ tutorialrank.com
FIN 402 Week 1 Assignment Case Problem 12.1
Reverend Mark Thomas Ponders Mutual Funds For
more course tutorials visit www.tutorialrank.com C
ase 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 decide
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FIN 402 Education on your terms/ tutorialrank.com
FIN 402 Week 1 AssignmentCase Problem 2.1Daras
Dilemma What to Buy? For more course tutorials
visit www.tutorialrank.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 Education on your terms/ tutorialrank.com
FIN 402 Week 1 DQ 1 (UOP Course) For more
course tutorials visit www.tutorialrank.com What
are capital market instruments? How are they
used? Which is most important? Explain your
answer.
11
FIN 402 Education on your terms/ tutorialrank.com
FIN 402 Week 1 DQ 2 (UOP Course) For more
course tutorials visit www.tutorialrank.com What
is an asset class? How are asset classes
selected? What factors affect t
12
FIN 402 Education on your terms/ tutorialrank.com
FIN 402 Week 1 DQ 3 (UOP Course) For more
course tutorials visit www.tutorialrank.com What
is a derivative? What are the different types of
derivatives? How do businesses use derivatives to
mitigate risks?
13
FIN 402 Education on your terms/ tutorialrank.com
FIN 402 Week 1 Individual Problem Set For more
course tutorials visit www.tutorialrank.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
allowi
14
FIN 402 Education on your terms/ tutorialrank.com
FIN 402 Week 1 Individual Weekly Question For
more course tutorials visit www.tutorialrank.com S
ubmit your Weekly Questions, with original
questions, in a Microsoft Word or text file. Be
sure to show your work to earn full credit.
15
FIN 402 Education on your terms/ tutorialrank.com
FIN 402 Week 2 Assignment Asset Classes Paper
(UOP Course) For more course tutorials
visit www.tutorialrank.com FIN402  Week 2 
Assignment Asset Classes Paper
16
FIN 402 Education on your terms/ tutorialrank.com
FIN 402 Week 2 Assignment Case Problem 2.1
Traditional Versus Modern Portfolio Theory Whos
Right For more course tutorials
visit www.tutorialrank.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,

17
FIN 402 Education on your terms/ tutorialrank.com
FIN 402 Week 2 Assignment Case Problem 4.1
Coatess Decision For more course tutorials
visit www.tutorialrank.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 Education on your terms/ tutorialrank.com
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.tutorialrank.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
19
FIN 402 Education on your terms/ tutorialrank.com
FIN 402 Week 2 Assignment Case Problem 4.2 The
Risk-Return Tradeoff Molly ORourkes Stock
Purchase Decision For more course tutorials
visit www.tutorialrank.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 iss
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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.tutorialrank.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, not concerning
herself with retirement,
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FIN 402 Education on your terms/ tutorialrank.com
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.tutorialrank.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

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FIN 402 Education on your terms/ tutorialrank.com
FIN 402 Week 2 DQ 1 (UOP Course) For more
course tutorials visit www.tutorialrank.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 Education on your terms/ tutorialrank.com
FIN 402 Week 2 DQ 2 (UOP Course) For more
course tutorials visit www.tutorialrank.com What
are liquidity ratios? Why are they important? How
may an investor use liquidity ratios when making
investment decisions?
24
FIN 402 Education on your terms/ tutorialrank.com
FIN 402 Week 2 DQ 3 (UOP Course) For more
course tutorials visit www.tutorialrank.com What
is the CAPM? Are CAPM assumptions realistic? Why
or why not?
25
FIN 402 Education on your terms/ tutorialrank.com
FIN 402 Week 2 Learning Team Assignment
Portfolio Selection Paper (2 Papers) For more
course tutorials visit www.tutorialrank.com This
Tutorial contains 2 Different Papers   Resources 
Electronic Reserve Readings, Internet, University
Library Select one publicly traded bond.
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FIN 402 Education on your terms/ tutorialrank.com
FIN 402 Week 2 weekly Problem Set For more
course tutorials visit www.tutorialrank.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 wh
27
FIN 402 Education on your terms/ tutorialrank.com
FIN 402 Week 2 Weekly Question For more course
tutorials visit www.tutorialrank.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)
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FIN 402 Education on your terms/ tutorialrank.com
FIN 402 Week 3 Assignment Case Problem 6.1 Sara
Decides to Take the Plunge For more course
tutorials visit www.tutorialrank.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 Education on your terms/ tutorialrank.com
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.tutorialrank.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  
30
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FIN 402 Week 3 Assignment Relative Performance
Paper (UOP Course) For more course tutorials
visit www.tutorialrank.com FIN 402 Week 3
Assignment Relative Performance Paper (UOP
31
FIN 402 Education on your terms/ tutorialrank.com
FIN 402 Week 3 AssignmentCase Problem 6.2 Wally
Wonders Whether Theres a Place for Dividends
For more course tutorials visit www.tutorialrank.
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 m
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FIN 402 Education on your terms/ tutorialrank.com
FIN 402 Week 3 AssignmentCase Problem 7.1 Some
Financial Ratios Are Real Eye-Openers For more
course tutorials visit www.tutorialrank.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 volunteerin
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FIN 402 Education on your terms/ tutorialrank.com
FIN 402 Week 3 AssignmentCase Problem 7.2 Doris
Looks at an Auto Issue For more course
tutorials visit www.tutorialrank.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
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FIN 402 Education on your terms/ tutorialrank.com
FIN 402 Week 3 AssignmentCase Problem 8.1 Chris
Looks for a Way to Invest His Wealth For more
course tutorials visit www.tutorialrank.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
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FIN 402 Education on your terms/ tutorialrank.com
FIN 402 Week 3 AssignmentCase Problem 8.2 An
Analysis of a High-Flying Stock For more course
tutorials visit www.tutorialrank.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 o
36
FIN 402 Education on your terms/ tutorialrank.com
FIN 402 Week 3 AssignmentCase Problem 9.2 Deb
Takes Measure of the Market For more course
tutorials visit www.tutorialrank.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 chap
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FIN 402 Education on your terms/ tutorialrank.com
FIN 402 Week 3 DQ 1 (UOP Course) For more
course tutorials visit www.tutorialrank.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?
38
FIN 402 Education on your terms/ tutorialrank.com
FIN 402 Week 3 DQ 2 (UOP Course) For more
course tutorials visit www.tutorialrank.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 Education on your terms/ tutorialrank.com
FIN 402 Week 3 DQ 3 (UOP Course) For more
course tutorials visit www.tutorialrank.com What
factors must be taken into consideration when
creating an investment portfolio? How must a
portfolios components be weighted? 
40
FIN 402 Education on your terms/ tutorialrank.com
FIN 402 Week 3 Individual Assignment CAPM Web
Exercise (UOP Course) For more course tutorials
visit www.tutorialrank.com FIN 402 Week 3
Individual Assignment CAPM Web Exercise ResourceF
undamentals of Investment Management Prepare a
response to the following assignment
41
FIN 402 Education on your terms/ tutorialrank.com
FIN 402 Week 3 Weekly Problem Set For more
course tutorials visit www.tutorialrank.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.
42
FIN 402 Education on your terms/ tutorialrank.com
FIN 402 Week 3 Weekly Question For more course
tutorials visit www.tutorialrank.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
Compan
43
FIN 402 Education on your terms/ tutorialrank.com
FIN 402 Week 4 Assignment Case Problem 10.1 Max
and Veronica Develop a Bond Investment Program
For more course tutorials visit www.tutorialrank.
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 Veroni
44
FIN 402 Education on your terms/ tutorialrank.com
FIN 402 Week 4 Assignment Case Problem 10.1,
10.2, 11.1, 11.2 For more course tutorials
visit www.tutorialrank.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 D
45
FIN 402 Education on your terms/ tutorialrank.com
FIN 402 Week 4 Assignment Case Problem 10.2 The
Case of the Missing Bond Ratings For more
course tutorials visit www.tutorialrank.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 c
46
FIN 402 Education on your terms/ tutorialrank.com
FIN 402 Week 4 Assignment Case Problem 11.1 The
Bond Investment Decisions of Dave and Marlene
Carter For more course tutorials
visit www.tutorialrank.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 a
47
FIN 402 Education on your terms/ tutorialrank.com
FIN 402 Week 4 Assignment Case Problem 11.2
Grace Decides to Immunize Her Portfolio For
more course tutorials visit www.tutorialrank.com C
ase 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 a
48
FIN 402 Education on your terms/ tutorialrank.com
FIN 402 Week 4 DQ 1 (UOP Course) For more
course tutorials visit www.tutorialrank.com What
are examples of active and passive portfolio
management techniques? Why would a portfolio
manager pursue active instead of passive
techniques?
49
FIN 402 Education on your terms/ tutorialrank.com
FIN 402 Week 4 DQ 2 (UOP Course) For more
course tutorials visit www.tutorialrank.com Does
international diversification enhance risk
reduction? Why or why not? What measures may be
taken to reduce risks of international portfolio
investing?
50
FIN 402 Education on your terms/ tutorialrank.com
FIN 402 Week 4 DQ 3 (UOP Course) For more
course tutorials visit www.tutorialrank.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?
51
FIN 402 Education on your terms/ tutorialrank.com
FIN 402 Week 4 Individual Assignment Risk and
Return Tradeoff Memo (2 Papers) For more course
tutorials visit www.tutorialrank.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
52
FIN 402 Education on your terms/ tutorialrank.com
FIN 402 Week 4 Learning Team Assignment Risk and
Return Analysis Paper (Portfolio Risk Analysis)
For more course tutorials visit www.tutorialrank.
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.
53
FIN 402 Education on your terms/ tutorialrank.com
FIN 402 Week 4 Weekly Problem Set For more
course tutorials visit www.tutorialrank.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 __________. 
54
FIN 402 Education on your terms/ tutorialrank.com
FIN 402 Week 4 Weekly Question For more course
tutorials visit www.tutorialrank.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.
55
FIN 402 Education on your terms/ tutorialrank.com
FIN 402 Week 5 Assignment Case Problem 14.1 The
Franciscos Investment Options For more course
tutorials visit www.tutorialrank.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
56
FIN 402 Education on your terms/ tutorialrank.com
FIN 402 Week 5 Assignment Case Problem 14.1,
14.2, 15.1, 15.2 For more course tutorials
visit www.tutorialrank.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
Future
57
FIN 402 Education on your terms/ tutorialrank.com
FIN 402 Week 5 Assignment Case Problem 14.2
Lukes Quandary To Hedge or Not to Hedge For
more course tutorials visit www.tutorialrank.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
plen
58
FIN 402 Education on your terms/ tutorialrank.com
FIN 402 Week 5 Assignment Case Problem 15.1 T.
J.s Fast-Track Investments Interest Rate
Futures For more course tutorials
visit www.tutorialrank.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.
59
FIN 402 Education on your terms/ tutorialrank.com
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.tutorialrank.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
60
FIN 402 Education on your terms/ tutorialrank.com
FIN 402 Week 4 Individual Assignment Risk and
Return Tradeoff Memo (2 Papers) For more course
tutorials visit www.tutorialrank.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
61
FIN 402 Education on your terms/ tutorialrank.com
FIN 402 Week 4 Learning Team Assignment Risk and
Return Analysis Paper (Portfolio Risk Analysis)
For more course tutorials visit www.tutorialrank.
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.
62
FIN 402 Education on your terms/ tutorialrank.com
FIN 402 Week 4 Weekly Problem Set For more
course tutorials visit www.tutorialrank.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 __________. 
63
FIN 402 Education on your terms/ tutorialrank.com
FIN 402 Week 4 Weekly Question For more course
tutorials visit www.tutorialrank.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.
64
FIN 402 Education on your terms/ tutorialrank.com
FIN 402 Week 5 Assignment Case Problem 14.1 The
Franciscos Investment Options For more course
tutorials visit www.tutorialrank.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
65
FIN 402 Education on your terms/ tutorialrank.com
FIN 402 Week 5 Assignment Case Problem 14.1,
14.2, 15.1, 15.2 For more course tutorials
visit www.tutorialrank.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
Future
66
FIN 402 Education on your terms/ tutorialrank.com
FIN 402 Week 5 Assignment Case Problem 14.2
Lukes Quandary To Hedge or Not to Hedge For
more course tutorials visit www.tutorialrank.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
plen
67
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