FIN 402 Enthusiastic Study / snaptutorial.com

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FIN 402 Enthusiastic Study / snaptutorial.com
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FIN 402 Enthusiastic Study / snaptutorial.com
FIN 402 Entire Course For more classes
visit www.snaptutorial.com     FIN 402 Week 1
Assignment Capital Markets and Investment Banking
Process Paper FIN 402 Week 1 DQ 1 FIN 402 Week 1
DQ 2 FIN 402 Week 1 DQ 3 FIN 402 Week 2 Learning
Team Assignment Portfolio Selection Paper FIN 402
Week 2 Assignment Asset Classes Paper FIN 402
Week 2 DQ 1 FIN 402 Week 2 DQ 2
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FIN 402 Enthusiastic Study / snaptutorial.com
FIN 402 Final Exam Guide For more classes
visit www.snaptutorial.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 Enthusiastic Study / snaptutorial.com
FIN 402 Week 1 Assignment Capital Markets and
Investment Banking Process Paper For more
classes visit www.snaptutorial.com   FIN402 Week
1 Assignment Capital Markets and Investment
Banking Process Paper
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FIN 402 Enthusiastic Study / snaptutorial.com
FIN 402 Week 1 Assignment Case Problem 1.2
Preparing Carolyn Bowens Investment Plan For
more classes visit www.snaptutorial.com   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. 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
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FIN 402 Enthusiastic Study / snaptutorial.com
FIN 402 Week 1 Assignment Case Problem 1.2, 2.1,
2.2, 3.1, 12.1 For more classes
visit www.snaptutorial.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
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FIN 402 Enthusiastic Study / snaptutorial.com
  FIN 402 Week 1 Assignment Case Problem 2.1
Daras Dilemma What to Buy? For more classes
visit www.snaptutorial.com   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.
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 Enthusiastic Study / snaptutorial.com
FIN 402 Week 1 Assignment Case Problem 2.2 Ravi
Dumars High-Flying Margin Account For more
classes visit www.snaptutorial.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
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FIN 402 Enthusiastic Study / snaptutorial.com
FIN 402 Week 1 Assignment Case Problem 3.1 The
Perezes Good Fortune For more classes
visit www.snaptutorial.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
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FIN 402 Enthusiastic Study / snaptutorial.com
FIN 402 Week 1 Assignment Case Problem 12.1
Reverend Mark Thomas Ponders Mutual Funds For
more classes visit www.snaptutorial.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
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FIN 402 Enthusiastic Study / snaptutorial.com
  FIN 402 Week 1 DQ 1 For more classes
visit www.snaptutorial.com   What are capital
market instruments? How are they used? Which is
most important? Explain your answer.
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FIN 402 Enthusiastic Study / snaptutorial.com
FIN 402 Week 1 DQ 2 For more classes
visit www.snaptutorial.com   What is an asset
class? How are asset classes selected? What
factors affect the selection?  
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FIN 402 Enthusiastic Study / snaptutorial.com
  FIN 402 Week 1 DQ 3 For more classes
visit www.snaptutorial.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 Enthusiastic Study / snaptutorial.com
FIN 402 Week 1 Individual Problem Set For more
classes visit www.snaptutorial.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 of
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FIN 402 Enthusiastic Study / snaptutorial.com
FIN 402 Week 1 Individual Weekly Question For
more classes visit www.snaptutorial.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.   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 Enthusiastic Study / snaptutorial.com
FIN 402 Week 2 Assignment Asset Classes Paper For
more classes visit www.snaptutorial.com   FIN402
Week 2 Assignment Asset Classes Paper
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FIN 402 Enthusiastic Study / snaptutorial.com
FIN 402 Week 2 Assignment Case Problem 2.1
Traditional Versus Modern Portfolio Theory Whos
Right For more classes visit www.snaptutorial.co
m   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
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FIN 402 Enthusiastic Study / snaptutorial.com
    FIN 402 Week 2 Assignment Case Problem 4.1
Coatess Decision For more classes
visit www.snaptutorial.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
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FIN 402 Enthusiastic Study / snaptutorial.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 classes
visit www.snaptutorial.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 Enthusiastic Study / snaptutorial.com
FIN 402 Week 2 Assignment Case Problem 4.2 The
Risk-Return Tradeoff Molly ORourkes Stock
Purchase Decision For more classes
visit www.snaptutorial.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).
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FIN 402 Enthusiastic Study / snaptutorial.com
FIN 402 Week 2 Assignment Case Problem 5.2 Susan
Lussiers Inherited Portfolio Does It Meet Her
Needs For more classes visit www.snaptutorial.co
m   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
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FIN 402 Enthusiastic Study / snaptutorial.com
FIN 402 Week 2 Assignment Case Problem 13.1
Assessing the Stalcheckss Portfolio Performance
(Part a,b,c,d) For more classes
visit www.snaptutorial.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 Enthusiastic Study / snaptutorial.com
  FIN 402 Week 2 DQ 1 For more classes
visit www.snaptutorial.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 Enthusiastic Study / snaptutorial.com
FIN 402 Week 2 DQ 2 For more classes
visit www.snaptutorial.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 Enthusiastic Study / snaptutorial.com
FIN 402 Week 2 DQ 3 For more classes
visit www.snaptutorial.com   What is the CAPM?
Are CAPM assumptions realistic? Why or why not?  
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FIN 402 Enthusiastic Study / snaptutorial.com
FIN 402 Week 2 Learning Team Assignment Portfolio
Selection Paper (2 Papers) For more classes
visit www.snaptutorial.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. Citigroup De
ll Disney
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FIN 402 Enthusiastic Study / snaptutorial.com
FIN 402 Week 2 Learning Team Assignment Portfolio
Selection Paper For more classes
visit www.snaptutorial.com   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 Enthusiastic Study / snaptutorial.com
FIN 402 Week 2 Weekly Problem Set For more
classes visit www.snaptutorial.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).
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FIN 402 Enthusiastic Study / snaptutorial.com
FIN 402 Week 2 Weekly Question For more classes
visit www.snaptutorial.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 Enthusiastic Study / snaptutorial.com
FIN 402 Week 3 Assignment Case Problem 6.1 Sara
Decides to Take the Plunge For more classes
visit www.snaptutorial.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 Enthusiastic Study / snaptutorial.com
  FIN 402 Week 3 Assignment Case Problem 6.1,
6.2, 7.1, 7.2, 8.1, 8.2, 9.2 For more classes
visit www.snaptutorial.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 Enthusiastic Study / snaptutorial.com
  FIN 402 Week 3 Assignment Case Problem 6.1,
6.2, 7.1, 7.2, 8.1, 8.2, 9.2 For more classes
visit www.snaptutorial.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 Enthusiastic Study / snaptutorial.com
FIN 402 Week 3 Assignment Case Problem 6.2 Wally
Wonders Whether Theres a Place for Dividends
For more classes visit www.snaptutorial.com   Cas
e 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
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FIN 402 Enthusiastic Study / snaptutorial.com
FIN 402 Week 3 Assignment Case Problem 7.1 Some
Financial Ratios Are Real Eye-Openers For more
classes visit www.snaptutorial.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 Enthusiastic Study / snaptutorial.com
FIN 402 Week 3 Assignment Case Problem 7.2 Doris
Looks at an Auto Issue For more classes
visit www.snaptutorial.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 industry,
and an equally
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FIN 402 Enthusiastic Study / snaptutorial.com
FIN 402 Week 3 Assignment Case Problem 8.1 Chris
Looks for a Way to Invest His Wealth For more
classes visit www.snaptutorial.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 Enthusiastic Study / snaptutorial.com
FIN 402 Week 3 Assignment Case Problem 8.2 An
Analysis of a High-Flying Stock For more
classes visit www.snaptutorial.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
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FIN 402 Enthusiastic Study / snaptutorial.com
FIN 402 Week 3 Assignment Case Problem 9.2 Deb
Takes Measure of the Market For more classes
visit www.snaptutorial.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 Enthusiastic Study / snaptutorial.com
FIN 402 Week 3 Assignment Relative Performance
Paper For more classes visit www.snaptutorial.co
m   FIN 402 Week 3 Assignment Relative
Performance Paper  
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FIN 402 Enthusiastic Study / snaptutorial.com
FIN 402 Week 3 DQ 1 For more classes
visit www.snaptutorial.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 Enthusiastic Study / snaptutorial.com
FIN 402 Week 3 DQ 2 For more classes
visit www.snaptutorial.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 Enthusiastic Study / snaptutorial.com
FIN 402 Week 3 DQ 3 For more classes
visit www.snaptutorial.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 Enthusiastic Study / snaptutorial.com
FIN 402 Week 3 Individual Assignment CAPM Web
Exercise For more classes visit www.snaptutorial
.com   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 Enthusiastic Study / snaptutorial.com
  FIN 402 Week 3 Weekly Problem Set For more
classes visit www.snaptutorial.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 Enthusiastic Study / snaptutorial.com
FIN 402 Week 3 Weekly Question For more classes
visit www.snaptutorial.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
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FIN 402 Enthusiastic Study / snaptutorial.com
FIN 402 Week 4 Assignment Case Problem 10.1 Max
and Veronica Develop a Bond Investment Program
For more classes visit www.snaptutorial.com   Cas
e 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. Max
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FIN 402 Enthusiastic Study / snaptutorial.com
FIN 402 Week 4 Assignment Case Problem 10.1,
10.2, 11.1, 11.2 For more classes
visit www.snaptutorial.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 Enthusiastic Study / snaptutorial.com
FIN 402 Week 4 Assignment Case Problem 10.2 The
Case of the Missing Bond Ratings For more
classes visit www.snaptutorial.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 Enthusiastic Study / snaptutorial.com
FIN 402 Week 4 Assignment Case Problem 11.1 The
Bond Investment Decisions of Dave and Marlene
Carter For more classes visit www.snaptutorial.c
om   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 investment decisions
one involves an addition to their portfolio, the
other a revision to it.
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FIN 402 Enthusiastic Study / snaptutorial.com
FIN 402 Week 4 Assignment Case Problem 11.2 Grace
Decides to Immunize Her Portfolio For more
classes visit www.snaptutorial.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 Enthusiastic Study / snaptutorial.com
FIN 402 Week 4 DQ 1 For more classes
visit www.snaptutorial.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 Enthusiastic Study / snaptutorial.com
FIN 402 Week 4 DQ 2 For more classes
visit www.snaptutorial.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 Enthusiastic Study / snaptutorial.com
  FIN 402 Week 4 DQ 3 For more classes
visit www.snaptutorial.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 Enthusiastic Study / snaptutorial.com
FIN 402 Week 4 Individual Assignment Risk and
Return Tradeoff Memo (2 Papers) For more
classes visit www.snaptutorial.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.
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FIN 402 Enthusiastic Study / snaptutorial.com
FIN 402 Week 4 Individual Assignment Risk and
Return Tradeoff Memo For more classes
visit www.snaptutorial.com   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.
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FIN 402 Enthusiastic Study / snaptutorial.com
FIN 402 Week 4 Learning Team Assignment Risk and
Return Analysis Paper (Portfolio Risk Analysis)
For more classes visit www.snaptutorial.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 Enthusiastic Study / snaptutorial.com
FIN 402 Week 4 Learning Team Assignment Risk and
Return Analysis Paper For more classes
visit www.snaptutorial.com   FIN 402 Week 4
Learning Team Assignment Risk and Return Analysis
Paper   Complete the following activities   Condu
ct 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 Enthusiastic Study / snaptutorial.com
FIN 402 Week 4 Weekly Problem Set For more
classes visit www.snaptutorial.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 Enthusiastic Study / snaptutorial.com
FIN 402 Week 4 Weekly Question For more classes
visit www.snaptutorial.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 BOSOX
MFCFX
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FIN 402 Enthusiastic Study / snaptutorial.com
 FIN 402 Week 5 Assignment Case Problem 14.1 The
Franciscos Investment Options For more classes
visit www.snaptutorial.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 analysis, he feels the stock
is about ready to move.
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FIN 402 Enthusiastic Study / snaptutorial.com
FIN 402 Week 5 Assignment Case Problem 14.1,
14.2, 15.1, 15.2 For more classes
visit www.snaptutorial.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 Enthusiastic Study / snaptutorial.com
FIN 402 Week 5 Assignment Case Problem 14.2
Lukes Quandary To Hedge or Not to Hedge For
more classes visit www.snaptutorial.com   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. His wife, Denise, is taking an adult
educatio
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FIN 402 Enthusiastic Study / snaptutorial.com
FIN 402 Week 5 Assignment Case Problem 15.1 T.
J.s Fast-Track Investments Interest Rate
Futures For more classes visit www.snaptutorial.co
m   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. As a principal in a thriving
industrial design firm, T. J. earns more than
150,000 a year. He follows a well-disciplined
investment program and annually adds 15,000 to
20,000 to his portfolio.
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FIN 402 Enthusiastic Study / snaptutorial.com
FIN 402 Week 5 Assignment Case Problem 15.2 Jim
and Polly Pernelli Try Hedging with Stock Index
Futures For more classes visit www.snaptutorial.co
m   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. The
Pernellis portfolio is well diversified,
although it is heavily weighted in high-quality,
mid-cap growth stocks. The Pernellis reinvest all
dividends and regularly add investment capital to
their portfolio. Up to now, they have avoided
short selling and do only a modest amount of
margin trading.
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FIN 402 Enthusiastic Study / snaptutorial.com
FIN 402 Week 5 Assignment Investment Portfolio
Paper (2 Papers) For more classes
visit www.snaptutorial.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 Enthusiastic Study / snaptutorial.com
FIN 402 Week 5 Assignment Investment Portfolio
Paper For more classes visit www.snaptutorial.co
m   FIN 402 Week 5 Assignment Investment
Portfolio Paper  
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FIN 402 Enthusiastic Study / snaptutorial.com
  FIN 402 Week 5 DQ 1 For more classes
visit www.snaptutorial.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 Enthusiastic Study / snaptutorial.com
FIN 402 Week 5 DQ 2 For more classes
visit www.snaptutorial.com   What is an
individual retirement account? Is it important to
have an individual retirement account?
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FIN 402 Enthusiastic Study / snaptutorial.com
FIN 402 Week 5 DQ 3 For more classes
visit www.snaptutorial.com   What are
derivatives? How may they be used to manage a
portfolio?  
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FIN 402 Enthusiastic Study / snaptutorial.com
  FIN 402 Week 5 Individual Assignment Investment
Enhancement Paper For more classes
visit www.snaptutorial.com   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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FIN 402 Enthusiastic Study / snaptutorial.com
FIN 402 Week 5 Weekly Problem Set For more
classes visit www.snaptutorial.com   1. You
purchase one IBM July 125 call contract for a
premium of 5. You hold the option until the
expiration date when IBM stock sells for 123 per
share. You will realize a ______ on the
investment. 2. You purchase one IBM July 120 put
contract for a premium of 5. You hold the option
until the expiration date when IBM stock sells
for 123 per share. You will realize a ______ on
the investment. 3. You write one IBM July 120
call contract for a premium of 4. You hold the
option until the expiration date when IBM stock
sells for 126 per share. You will realize a
______ on the investment.
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FIN 402 Enthusiastic Study / snaptutorial.com
FIN 402 Week 5 Weekly Questions For more
classes visit www.snaptutorial.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.   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. (2 point)
For the following alternative investment
vehicles, discuss a. Describe the
investment b. Benefits of the investment
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FIN 402 Enthusiastic Study / snaptutorial.com