FIN 402 MASTER Remember Education--fin402master.com

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FIN 402 Final Exam Guide FOR MORE CLASSES
VISIT www.fin402master.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 Week 1 Assignment Capital Markets and
Investment Banking Process Paper FOR MORE
CLASSES VISIT www.fin402master.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 CLASSES VISIT www.fin402master.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
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FIN 402 Week 1 Assignment Case Problem 1.2, 2.1,
2.2, 3.1, 12.1 FOR MORE CLASSES VISIT
www.fin402master.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
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FIN 402 Week 1 Assignment Case Problem 2.2 Ravi
Dumars High-Flying Margin Account FOR MORE
CLASSES VISIT www.fin402master.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
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FIN 402 Week 1 Assignment Case Problem 3.1 The
Perezes Good Fortune FOR MORE CLASSES VISIT
www.fin402master.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.
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FIN 402 Week 1 Assignment Case Problem 12.1
Reverend Mark Thomas Ponders Mutual Funds FOR
MORE CLASSES VISIT www.fin402master.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
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FIN 402 Week 1 AssignmentCase Problem 2.1Daras
Dilemma What to Buy? FOR MORE CLASSES VISIT
www.fin402master.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
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FIN 402 Week 1 DQ 1 FOR MORE CLASSES
VISIT www.fin402master.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 CLASSES
VISIT www.fin402master.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 CLASSES
VISIT www.fin402master.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
CLASSES VISIT www.fin402master.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
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FIN 402 Week 1 Individual Weekly Question FOR
MORE CLASSES VISIT www.fin402master.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 Week 2 Assignment Asset Classes Paper
FOR MORE CLASSES VISIT www.fin402master.com   FIN
402 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 CLASSES VISIT www.fin402master.
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.
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FIN 402 Week 2 Assignment Case Problem 4.1
Coatess Decision FOR MORE CLASSES VISIT
www.fin402master.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
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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 CLASSES
VISIT www.fin402master.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
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FIN 402 Week 2 Assignment Case Problem 4.2 The
Risk-Return Tradeoff Molly ORourkes Stock
Purchase Decision FOR MORE CLASSES VISIT
www.fin402master.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
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FIN 402 Week 2 Assignment Case Problem 5.2 Susan
Lussiers Inherited Portfolio Does It Meet Her
Needs FOR MORE CLASSES VISIT www.fin402master.
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.
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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 CLASSES VISIT
www.fin402master.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
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FIN 402 Week 2 DQ 1 FOR MORE CLASSES
VISIT www.fin402master.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 CLASSES
VISIT www.fin402master.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 CLASSES
VISIT www.fin402master.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 CLASSES
VISIT www.fin402master.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.
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FIN 402 Week 2 weekly Problem Set FOR MORE
CLASSES VISIT www.fin402master.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.
27
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FIN 402 Week 2 weekly Problem Set FOR MORE
CLASSES VISIT www.fin402master.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 Week 3 Assignment Case Problem 6.1 Sara
Decides to Take the Plunge FOR MORE CLASSES
VISIT www.fin402master.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.
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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 CLASSES VISIT
www.fin402master.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
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FIN 402 Week 3 Assignment Relative Performance
Paper FOR MORE CLASSES VISIT www.fin402master.co
m   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 CLASSES VISIT www.fin402master.com   C
ase 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).
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FIN 402 Week 3 AssignmentCase Problem 7.1 Some
Financial Ratios Are Real Eye-Openers FOR MORE
CLASSES VISIT www.fin402master.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!
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FIN 402 Week 3 AssignmentCase Problem 7.2 Doris
Looks at an Auto Issue FOR MORE CLASSES VISIT
www.fin402master.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,
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FIN 402 Week 3 AssignmentCase Problem 8.1 Chris
Looks for a Way to Invest His Wealth FOR MORE
CLASSES VISIT www.fin402master.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.
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FIN 402 Week 3 AssignmentCase Problem 8.2 An
Analysis of a High-Flying Stock FOR MORE
CLASSES VISIT www.fin402master.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
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FIN 402 Week 3 AssignmentCase Problem 9.2 Deb
Takes Measure of the Market FOR MORE CLASSES
VISIT www.fin402master.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,
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FIN 402 Week 3 DQ 1 FOR MORE CLASSES
VISIT www.fin402master.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 CLASSES
VISIT www.fin402master.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 CLASSES
VISIT www.fin402master.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 CLASSES VISIT www.fin402master
.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 Week 3 Weekly Problem Set FOR MORE
CLASSES VISIT www.fin402master.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
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FIN 402 Week 3 Weekly Question FOR MORE
CLASSES VISIT www.fin402master.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 Week 4 Assignment Case Problem 10.1 Max
and Veronica Develop a Bond Investment Program
FOR MORE CLASSES VISIT www.fin402master.com   C
ase 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
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FIN 402 Week 4 Assignment Case Problem 10.1,
10.2, 11.1, 11.2 FOR MORE CLASSES VISIT
www.fin402master.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
CLASSES VISIT www.fin402master.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.
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FIN 402 Week 4 Assignment Case Problem 11.1 The
Bond Investment Decisions of Dave and Marlene
Carter FOR MORE CLASSES VISIT
www.fin402master.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
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FIN 402 Week 4 Assignment Case Problem 11.2 Grace
Decides to Immunize Her Portfolio FOR MORE
CLASSES VISIT www.fin402master.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
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FIN 402 Week 4 DQ 1 FOR MORE CLASSES
VISIT www.fin402master.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 CLASSES
VISIT www.fin402master.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 CLASSES
VISIT www.fin402master.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
CLASSES VISIT www.fin402master.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 Week 4 Learning Team Assignment Risk and
Return Analysis Paper (Portfolio Risk Analysis)
FOR MORE CLASSES VISIT www.fin402master.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.
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FIN 402 Week 4 Weekly Problem Set FOR MORE
CLASSES VISIT www.fin402master.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. 
54
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FIN 402 Week 4 Weekly Question FOR MORE
CLASSES VISIT www.fin402master.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
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FIN 402 Week 5 Assignment Case Problem 14.1 The
Franciscos Investment Options FOR MORE
CLASSES VISIT www.fin402master.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.
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FIN 402 Week 5 Assignment Case Problem 14.1,
14.2, 15.1, 15.2 FOR MORE CLASSES VISIT
www.fin402master.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 CLASSES VISIT www.fin402master.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.
58
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FIN 402 Week 5 Assignment Case Problem 15.1 T.
J.s Fast-Track Investments Interest Rate Futures
FOR MORE CLASSES VISIT www.fin402master.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.
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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 CLASSES VISIT
www.fin402master.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
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FIN 402 Week 5 Assignment Investment Portfolio
Paper (2 Papers) FOR MORE CLASSES
VISIT www.fin402master.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.
61
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FIN 402 Week 5 DQ 1 FOR MORE CLASSES
VISIT www.fin402master.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 CLASSES
VISIT www.fin402master.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 CLASSES
VISIT www.fin402master.com   What are
derivatives? How may they be used to manage a
portfolio?
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FIN 402 Week 5 Individual Assignment Investment
Enhancement Paper FOR MORE CLASSES
VISIT www.fin402master.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 Week 5 Weekly Problem Set FOR MORE
CLASSES VISIT www.fin402master.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
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FIN 402 Week 5 Weekly Questions FOR MORE
CLASSES VISIT www.fin402master.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.
67
FIN 402 MASTER Remember Education--fin402master.co
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