FIN 402 LEARN BEST EDUCATION / Snaptutorial.com - PowerPoint PPT Presentation

About This Presentation
Title:

FIN 402 LEARN BEST EDUCATION / Snaptutorial.com

Description:

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 – PowerPoint PPT presentation

Number of Views:29
Slides: 58
Provided by: home289

less

Transcript and Presenter's Notes

Title: FIN 402 LEARN BEST EDUCATION / Snaptutorial.com


1
FIN 402 LEARN BEST EDUCATION / Snaptutorial.com
2
FIN 402 LEARN BEST EDUCATION / 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
3
FIN 402 LEARN BEST EDUCATION / 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.
4
FIN 402 LEARN BEST EDUCATION / 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
5
FIN 402 LEARN BEST EDUCATION / 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
6
FIN 402 LEARN BEST EDUCATION / 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?
7
FIN 402 LEARN BEST EDUCATION / 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
8
FIN 402 LEARN BEST EDUCATION / 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
9
FIN 402 LEARN BEST EDUCATION / 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
10
FIN 402 LEARN BEST EDUCATION / 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
11
FIN 402 LEARN BEST EDUCATION / 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.
12
FIN 402 LEARN BEST EDUCATION / 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.
13
FIN 402 LEARN BEST EDUCATION / Snaptutorial.com
FIN 402 Week 2 Assignment Asset Classes Paper For
more classes visit www.snaptutorial.com   FIN402
Week 2 Assignment Asset Classes Paper
14
FIN 402 LEARN BEST EDUCATION / Snaptutorial.com
FIN 402 Week 2 Assignment Case Problem 2.1
Traditional Versus Modern Portfolio Theory Whos
Right For more classes visit www.snaptutorial.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
15
FIN 402 LEARN BEST EDUCATION / 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
16
FIN 402 LEARN BEST EDUCATION / 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
17
FIN 402 LEARN BEST EDUCATION / 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
18
FIN 402 LEARN BEST EDUCATION / 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.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
19
FIN 402 LEARN BEST EDUCATION / 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
20
FIN 402 LEARN BEST EDUCATION / 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.
21
FIN 402 LEARN BEST EDUCATION / 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.
22
FIN 402 LEARN BEST EDUCATION / 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.
23
FIN 402 LEARN BEST EDUCATION / 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
24
FIN 402 LEARN BEST EDUCATION / 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
25
FIN 402 LEARN BEST EDUCATION / 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
26
FIN 402 LEARN BEST EDUCATION / 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   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
27
FIN 402 LEARN BEST EDUCATION / 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
28
FIN 402 LEARN BEST EDUCATION / 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
29
FIN 402 LEARN BEST EDUCATION / 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.
30
FIN 402 LEARN BEST EDUCATION / 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
31
FIN 402 LEARN BEST EDUCATION / 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
32
FIN 402 LEARN BEST EDUCATION / Snaptutorial.com
FIN 402 Week 3 Assignment Relative Performance
Paper For more classes visit www.snaptutorial.com
  FIN 402 Week 3 Assignment Relative Performance
Paper
33
FIN 402 LEARN BEST EDUCATION / Snaptutorial.com
FIN 402 Week 3 Individual Assignment CAPM Web
Exercise For more classes visit www.snaptutorial.c
om   FIN 402 Week 3 Individual Assignment CAPM
Web Exercise ResourceFundamentals of Investment
Management Prepare a response to the following
assignment
34
FIN 402 LEARN BEST EDUCATION / 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,
35
FIN 402 LEARN BEST EDUCATION / 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
36
FIN 402 LEARN BEST EDUCATION / 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   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
37
FIN 402 LEARN BEST EDUCATION / 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
38
FIN 402 LEARN BEST EDUCATION / 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
39
FIN 402 LEARN BEST EDUCATION / 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.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
40
FIN 402 LEARN BEST EDUCATION / 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
41
FIN 402 LEARN BEST EDUCATION / 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
42
FIN 402 LEARN BEST EDUCATION / 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.
43
FIN 402 LEARN BEST EDUCATION / 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.
44
FIN 402 LEARN BEST EDUCATION / 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.
45
FIN 402 LEARN BEST EDUCATION / 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.
46
FIN 402 LEARN BEST EDUCATION / 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
47
FIN 402 LEARN BEST EDUCATION / 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
48
FIN 402 LEARN BEST EDUCATION / 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
49
FIN 402 LEARN BEST EDUCATION / 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
50
FIN 402 LEARN BEST EDUCATION / 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.c
om   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
51
FIN 402 LEARN BEST EDUCATION / 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-
52
FIN 402 LEARN BEST EDUCATION / 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,
53
FIN 402 LEARN BEST EDUCATION / Snaptutorial.com
FIN 402 Week 5 Assignment Investment Portfolio
Paper For more classes visit www.snaptutorial.com
  FIN 402 Week 5 Assignment Investment Portfolio
Paper
54
FIN 402 LEARN BEST EDUCATION / 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.
55
FIN 402 LEARN BEST EDUCATION / 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.
56
FIN 402 LEARN BEST EDUCATION / 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
57
FIN 402 LEARN BEST EDUCATION / Snaptutorial.com
Write a Comment
User Comments (0)
About PowerShow.com