FIN 402 Education Coordinator/newtonhelp.com

1
FIN 402 Education Coordinator/newtonhelp.com
2
FIN 402 Education Coordinator/newtonhelp.com
FIN 402 Final Exam Guide   For more course
tutorials visit www.newtonhelp.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.  
3
FIN 402 Education Coordinator/newtonhelp.com
FIN 402 Week 1 Assignment Capital Markets and
Investment Banking Process Paper   For more
course tutorials visit www.newtonhelp.com     FIN4
02 Week 1 Assignment Capital Markets and
Investment Banking Process Paper
4
FIN 402 Education Coordinator/newtonhelp.com
FIN 402 Week 1 Assignment Case Problem 1.2
Preparing Carolyn Bowens Investment Plan For
more course tutorials visit www.newtonhelp.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 wo
5
FIN 402 Education Coordinator/newtonhelp.com
FIN 402 Week 1 Assignment Case Problem 1.2, 2.1,
2.2, 3.1, 12.1   For more course tutorials
visit www.newtonhelp.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?
6
FIN 402 Education Coordinator/newtonhelp.com
FIN 402 Week 1 Assignment Case Problem 2.2 Ravi
Dumars High-Flying Margin Account   For more
course tutorials visit www.newtonhelp.com       Ca
se 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 th
7
FIN 402 Education Coordinator/newtonhelp.com
FIN 402 Week 1 Assignment Case Problem 3.1 The
Perezes Good Fortune For more course tutorials
visit www.newtonhelp.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 near
8
FIN 402 Education Coordinator/newtonhelp.com
FIN 402 Week 1 Assignment Case Problem 12.1
Reverend Mark Thomas Ponders Mutual Funds   For
more course tutorials visit www.newtonhelp.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 rel
9
FIN 402 Education Coordinator/newtonhelp.com
FIN 402 Week 1 AssignmentCase Problem 2.1Daras
Dilemma What to Buy?   For more course tutorials
visit www.newtonhelp.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.
10
FIN 402 Education Coordinator/newtonhelp.com
FIN 402 Week 1 DQ 1   For more course tutorials
visit www.newtonhelp.com     What are capital
market instruments? How are they used? Which is
most important? Explain your answer.
11
FIN 402 Education Coordinator/newtonhelp.com
FIN 402 Week 1 DQ 2   For more course tutorials
visit www.newtonhelp.com     What is an asset
class? How are asset classes selected? What
factors affect the selection?
12
FIN 402 Education Coordinator/newtonhelp.com
FIN 402 Week 1 DQ 3   For more course tutorials
visit www.newtonhelp.com     What is a
derivative? What are the different types of
derivatives? How do businesses use derivatives to
mitigate risks?
13
FIN 402 Education Coordinator/newtonhelp.com
FIN 402 Week 1 Individual Problem Set   For more
course tutorials visit www.newtonhelp.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.
14
FIN 402 Education Coordinator/newtonhelp.com
FIN 402 Week 1 Individual Weekly Question   For
more course tutorials visit www.newtonhelp.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.
15
FIN 402 Education Coordinator/newtonhelp.com
FIN 402 Week 1-5 All Assignments For more
course tutorials visit www.newtonhelp.com     FIN
402 Week 1 Assignment Case Problem 1.2, 2.1, 2.2,
3.1, 12.1 FIN 402 Week 2 Assignment Case Problem
4.1, 4.2, 2.1, 5.2, 13.1 (Part a,b,c,d)
16
FIN 402 Education Coordinator/newtonhelp.com
FIN 402 Week 2 Assignment Asset Classes
Paper   For more course tutorials
visit www.newtonhelp.com     FIN402 Week 2
Assignment Asset Classes Paper  
17
FIN 402 Education Coordinator/newtonhelp.com
FIN 402 Week 2 Assignment Case Problem 2.1
Traditional Versus Modern Portfolio Theory Whos
Right   For more course tutorials
visit www.newtonhelp.com       Case
Problem 2.1 Traditional Versus Modern Portfolio
Theory Whos Right? Walt Davies and Shane OBrie
18
FIN 402 Education Coordinator/newtonhelp.com
FIN 402 Week 2 Assignment Case Problem 4.1
Coatess Decision   For more course tutorials
visit www.newtonhelp.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
19
FIN 402 Education Coordinator/newtonhelp.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.newtonhelp.com       FI
N 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
20
FIN 402 Education Coordinator/newtonhelp.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.newtonhelp.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 sto
21
FIN 402 Education Coordinator/newtonhelp.com
  FIN 402 Week 2 Assignment Case Problem 5.2
Susan Lussiers Inherited Portfolio Does It Meet
Her Needs For more course tutorials
visit www.newtonhelp.com       Case
Problem 5.2 Susan Lussiers Inherited Portfolio
Does It Meet Her Needs? Susan Lussier is 35 years
old and employed
22
FIN 402 Education Coordinator/newtonhelp.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.newtonhelp.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 wit
23
FIN 402 Education Coordinator/newtonhelp.com
FIN 402 Week 2 DQ 1   For more course tutorials
visit   www.newtonhelp.com     What are different
ratio categories? Which category is most
important to bondholders? Why? Which category is
most important to stockholders? Why?
24
FIN 402 Education Coordinator/newtonhelp.com
FIN 402 Week 2 DQ 2   For more course tutorials
visit www.newtonhelp.com     What are liquidity
ratios? Why are they important? How may an
investor use liquidity ratios when making
investment decisions?
25
FIN 402 Education Coordinator/newtonhelp.com
FIN 402 Week 2 DQ 3   For more course tutorials
visit www.newtonhelp.com     What is the CAPM?
Are CAPM assumptions realistic? Why or why not?
26
FIN 402 Education Coordinator/newtonhelp.com
  FIN 370T Assignment Week 2 Apply Time Value of
Money Homework(All Possible Questions/Answers)
For more course tutorials visit www.newtonhelp.co
m     FIN 370T ASSIGNMENT Week 2 Apply Time
Value of Money Homework   Review the Week 2
Practice Time Value of Money Quiz in Connect.
27
FIN 402 Education Coordinator/newtonhelp.com
FIN 370T Assignment Week 2 Apply Exercise(All
Possible Questions/Answers) For more course
tutorials visit www.newtonhelp.com     FIN 370T
ASSIGNMENT Week 2 Apply Week 2 Exercise   Review
the Week 2 Knowledge Check in Connect in
preparation for this Assignment .   Complete the
Week 2 Exercise in Connect.
28
FIN 402 Education Coordinator/newtonhelp.com
FIN 402 Week 3 DQ 1   For more course tutorials
visit   www.newtonhelp.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?
29
FIN 402 Education Coordinator/newtonhelp.com
FIN 402 Week 3 AssignmentCase Problem 9.2 Deb
Takes Measure of the Market For more course
tutorials visit www.newtonhelp.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
30
FIN 402 Education Coordinator/newtonhelp.com
FIN 402 Week 3 DQ 2   For more course tutorials
visit   www.newtonhelp.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? 
31
FIN 402 Education Coordinator/newtonhelp.com
FIN 402 Week 3 DQ 3   For more course tutorials
visit   www.newtonhelp.com     What factors must
be taken into consideration when creating an
investment portfolio? How must a portfolios
components be weighted? 
32
FIN 402 Education Coordinator/newtonhelp.com
FIN 402 Week 3 Individual Assignment CAPM Web
Exercise   For more course tutorials
visit www.newtonhelp.com     FIN 402 Week 3
Individual Assignment CAPM Web Exercise ResourceF
undamentals of Investment Management Prepare a
response to the following assignment
33
FIN 402 Education Coordinator/newtonhelp.com
FIN 370T Assignment Week 4 Apply Risk and the
Cost of Capital Homework(All Possible
Questions/Answers)   For more course tutorials
visit www.newtonhelp.com     FIN 370T ASSIGNMENT
Week 4 Apply Risk and the Cost of Capital
Homework   Review the Week 4 Practice Risk and
the Cost of Capital Quiz in Connect.  
34
FIN 402 Education Coordinator/newtonhelp.com
FIN 402 Week 3 Weekly Problem Set For more
course tutorials visit   www.newtonhelp.com     Th
e 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.
35
FIN 402 Education Coordinator/newtonhelp.com
FIN 402 Week 3 Weekly Question For more course
tutorials visit www.newtonhelp.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
36
FIN 402 Education Coordinator/newtonhelp.com
FIN 402 Week 4 Assignment Case Problem 10.1 Max
and Veronica Develop a Bond Investment
Program   For more course tutorials
visit www.newtonhelp.com       Case Problem 10.1
Max and Veronica Develop a Bond Investment
Program Max and Veronica Shuman, along with their
teenage sons, Terry and Thomas, live in Portland,
Oregon. Max is a sales rep for a major medical
firm, and Veronica is a personnel officer at a
local bank. Together they earn an annual income o
37
FIN 402 Education Coordinator/newtonhelp.com
FIN 402 Week 4 Assignment Case Problem 10.1,
10.2, 11.1, 11.2   For more course tutorials
visit   www.newtonhelp.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
38
FIN 402 Education Coordinator/newtonhelp.com
FIN 402 Week 4 Assignment Case Problem 10.2 The
Case of the Missing Bond Ratings For more
course tutorials visit www.newtonhelp.com       Ca
se 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 opera
39
FIN 402 Education Coordinator/newtonhelp.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.newtonhelp.com       Case Problem 11.1
The Bond Investment Decisions of Dave and Marlene
Carter Dave and Marlene Carter live in the Boston
area, where D
40
FIN 402 Education Coordinator/newtonhelp.com
FIN 402 Week 4 Assignment Case Problem 11.2 Grace
Decides to Immunize Her Portfolio   For more
course tutorials visit www.newtonhelp.com       Ca
se 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 intere
41
FIN 402 Education Coordinator/newtonhelp.com
FIN 402 Week 4 DQ 2   For more course tutorials
visit www.newtonhelp.com     Does international
diversification enhance risk reduction? Why or
why not? What measures may be taken to reduce
risks of international portfolio investing?
42
FIN 402 Education Coordinator/newtonhelp.com
FIN 402 Week 4 DQ 1   For more course tutorials
visit www.newtonhelp.com     What are examples of
active and passive portfolio management
techniques? Why would a portfolio manager pursue
active instead of passive techniques? 
43
FIN 402 Education Coordinator/newtonhelp.com
FIN 402 Week 4 DQ 3   For more course tutorials
visit www.newtonhelp.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? 
44
FIN 402 Education Coordinator/newtonhelp.com
FIN 402 Week 4 Individual Assignment Risk and
Return Tradeoff Memo (2 Papers) For more course
tutorials visit www.newtonhelp.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
45
FIN 402 Education Coordinator/newtonhelp.com
FIN 402 Week 4 Learning Team Assignment Risk and
Return Analysis Paper For more course tutorials
visit www.newtonhelp.com     FIN 402 Week 4
Learning Team Assignment Risk and Return Analysis
Paper Complete the following activities
46
FIN 402 Education Coordinator/newtonhelp.com
FIN 402 Week 4 Weekly Problem Set   For more
course tutorials visit www.newtonhelp.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 ________.
47
FIN 402 Education Coordinator/newtonhelp.com
FIN 402 Week 4 Weekly Question For more course
tutorials visit www.newtonhelp.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.
48
FIN 402 Education Coordinator/newtonhelp.com
FIN 402 Week 5 Assignment Case Problem 14.1 The
Franciscos Investment Options   For more course
tutorials visit www.newtonhelp.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 pr
49
FIN 402 Education Coordinator/newtonhelp.com
FIN 402 Week 5 Assignment Case Problem 14.1,
14.2, 15.1, 15.2   For more course tutorials
visit www.newtonhelp.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
50
FIN 402 Education Coordinator/newtonhelp.com
FIN 402 Week 5 Assignment Case Problem 14.2
Lukes Quandary To Hedge or Not to Hedge For
more course tutorials visit www.newtonhelp.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. Sin
51
FIN 402 Education Coordinator/newtonhelp.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.newtonhelp.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 com
52
FIN 402 Education Coordinator/newtonhelp.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.newtonhelp.com       Case
Problem 15.2 Jim and Polly Pernelli Try Hedging
with Stock Index Futures Jim Pernelli and his
wife, Polly, live in Augusta,
53
FIN 402 Education Coordinator/newtonhelp.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.newtonhelp.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.
54
FIN 402 Education Coordinator/newtonhelp.com
FIN 402 Week 5 Assignment Investment Portfolio
Paper (2 Papers) For more course tutorials
visit   www.newtonhelp.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
55
FIN 402 Education Coordinator/newtonhelp.com
FIN 402 Week 5 DQ 1   For more course tutorials
visit   www.newtonhelp.com     What are different
types of alternative investment vehicles? Which
is preferable? What factors could affect the
choice of such a vehicle?
56
FIN 402 Education Coordinator/newtonhelp.com
FIN 402 Week 5 DQ 2   For more course tutorials
visit   www.newtonhelp.com     What is an
individual retirement account? Is it important to
have an individual retirement account?   
57
FIN 402 Education Coordinator/newtonhelp.com
FIN 402 Week 5 DQ 3   For more course tutorials
visit   www.newtonhelp.com     What are
derivatives? How may they be used to manage a
portfolio?
58
FIN 402 Education Coordinator/newtonhelp.com
FIN 402 Week 5 Individual Assignment Investment
Enhancement Paper For more course tutorials
visit   www.newtonhelp.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.
59
FIN 402 Education Coordinator/newtonhelp.com
FIN 402 Week 5 Weekly Problem Set For more
course tutorials visit   www.newtonhelp.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.
60
FIN 402 Education Coordinator/newtonhelp.com
FIN 402 Week 5 Weekly Questions For more course
tutorials visit   www.newtonhelp.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
61
FIN 402 Education Coordinator/newtonhelp.com
FIN 402 Week 3 AssignmentCase Problem 8.2 An
Analysis of a High-Flying Stock For more course
tutorials visit www.newtonhelp.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
62
FIN 402 Education Coordinator/newtonhelp.com
FIN 402 Week 3 AssignmentCase Problem 8.1 Chris
Looks for a Way to Invest His Wealth   For more
course tutorials visit www.newtonhelp.com       Ca
se 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 n
63
FIN 402 Education Coordinator/newtonhelp.com
  FIN 402 Week 3 AssignmentCase Problem 7.2 Doris
Looks at an Auto Issue   For more course
tutorials visit   www.newtonhelp.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.
64
FIN 402 Education Coordinator/newtonhelp.com
FIN 402 Week 3 AssignmentCase Problem 7.1 Some
Financial Ratios Are Real Eye-Openers For more
course tutorials visit www.newtonhelp.com       Ca
se 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 sto
65
FIN 402 Education Coordinator/newtonhelp.com