FIN 402 Enhance teaching--tutorialrank.com

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FIN 402 Enhance teaching--tutorialrank.com
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FIN 402 Enhance teaching--tutorialrank.com
FIN 402 Final Exam Guide (UOP Course) For more
course tutorials visit www.tutorialrank.com FIN
402 Investment Fundamentals and Portfolio
Management Final Exam Guide True/False  1.___ 
___ The balance sheet shows what assets the firm
controls at a point in time and how it financed
the assets.
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FIN 402 Enhance teaching--tutorialrank.com
FIN 402 Week 1 Assignment Capital Markets and
Investment Banking Process Paper (UOP Course)
For more course tutorials visit www.tutorialrank.
com FIN402 Week 1 Assignment Capital Markets and
Investment Banking Process Paper
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FIN 402 Week 1 Assignment Case Problem 1.2
Preparing Carolyn Bowens Investment Plan For
more course tutorials visit www.tutorialrank.com C
ase Problem 1.2 Preparing Carolyn Bowens
Investment Plan Carolyn Bowen, who just turned
55, is employed as an administrative assistant
for the Xcon Corporation, where she has worked
for the past 20 years. She is in good health,
lives alone, and has two grown children. A few
months ago her husband died, leaving her with
only their home and the proceeds from a 75,000
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FIN 402 Enhance teaching--tutorialrank.com
FIN 402 Week 1 Assignment Case Problem 1.2, 2.1,
2.2, 3.1, 12.1 For more course tutorials
visit www.tutorialrank.com FIN 402 Week 1
Assignment Case Problem 1.2 Preparing Carolyn
Bowens Investment Plan FIN 402 Week 1 Assignment
Case Problem 2.1 Daras Dilemma What to Buy? FIN
402 Week 1 Assignment Case Problem 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
12.1 Reverend Mark Thomas Ponders Mutual Funds
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FIN 402 Enhance teaching--tutorialrank.com
FIN 402 Week 1 Assignment Case Problem 2.2 Ravi
Dumars High-Flying Margin Account For more
course tutorials visit www.tutorialrank.com Case
Problem 2.2 Ravi Dumars High-Flying Margin
Account Ravi Dumar is a stockbroker who lives
with his wife, Sasha, and their five children in
Milwaukee, Wisconsin. Ravi firmly believes that
the only way to make money in the market is to
follow an aggressive investment posturefor
example, to use margin trading. In fact, Ravi has
built himself a substantial margin account over
the years. He currently holds 75,000
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FIN 402 Week 1 Assignment Case Problem 3.1 The
Perezes Good Fortune For more course tutorials
visit www.tutorialrank.com Case Problem 3.1 The
Perezes Good Fortune Angel and Marie Perez own a
small pool hall located in southern New Jersey.
They enjoy running the business, which they have
owned for nearly three years. Angel, a retired
professional pool shooter, saved for nearly 10
years to buy this business, which he and his wife
own free and clear.
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FIN 402 Enhance teaching--tutorialrank.com
FIN 402 Week 1 Assignment Case Problem 12.1
Reverend Mark Thomas Ponders Mutual Funds For
more course tutorials visit www.tutorialrank.com C
ase Problem 12.1 Reverend Mark Thomas Ponders
Mutual Funds The Reverend Mark Thomas is the
minister of a church in the San Diego area. He is
married, has one young child, and earns a modest
income. Because religious organizations are not
notorious for their generous retirement programs,
the reverend has decided he should do some
investing on his own.
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FIN 402 Enhance teaching--tutorialrank.com
FIN 402 Week 1 AssignmentCase Problem 2.1Daras
Dilemma What to Buy? For more course tutorials
visit www.tutorialrank.com Case Problem 2.1Daras
Dilemma What to Buy? Dara Simmons, a 40-year-old
financial analyst and divorced mother of two
teenage children, considers herself a savvy
investor. She has increased her investment
portfolio considerably over the past five years.
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FIN 402 Enhance teaching--tutorialrank.com
FIN 402 Week 1 DQ 1 (UOP Course) For more
course tutorials visit www.tutorialrank.com What
are capital market instruments? How are they
used? Which is most important? Explain your
answer.
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FIN 402 Enhance teaching--tutorialrank.com
FIN 402 Week 1 DQ 2 (UOP Course) For more
course tutorials visit www.tutorialrank.com What
is an asset class? How are asset classes
selected? What factors affect the selection?
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FIN 402 Enhance teaching--tutorialrank.com
FIN 402 Week 1 DQ 3 (UOP Course) For more
course tutorials visit www.tutorialrank.com What
is a derivative? What are the different types of
derivatives? How do businesses use derivatives to
mitigate risks?
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FIN 402 Enhance teaching--tutorialrank.com
FIN 402 Week 1 Individual Problem Set For more
course tutorials visit www.tutorialrank.com The
Problem Set is provided to you to enable you to
practice the concepts outlined in the textbook.
Select THREE completed problems from the
assignment and post your solutions to those
problems. 1. Creating prices for securities and
allowing for liquidity are functions of
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FIN 402 Enhance teaching--tutorialrank.com
FIN 402 Week 1 Individual Weekly Question For
more course tutorials visit www.tutorialrank.com S
ubmit your Weekly Questions, with original
questions, in a Microsoft Word or text file. Be
sure to show your work to earn full credit.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.
15
FIN 402 Enhance teaching--tutorialrank.com
FIN 402 Week 2 Assignment Asset Classes Paper
(UOP Course) For more course tutorials
visit www.tutorialrank.com FIN402  Week 2 
Assignment Asset Classes Paper
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FIN 402 Week 2 Assignment Case Problem 2.1
Traditional Versus Modern Portfolio Theory Whos
Right For more course tutorials
visit www.tutorialrank.com Case
Problem 2.1 Traditional Versus Modern Portfolio
Theory Whos Right? Walt Davies and Shane
OBrien are district managers for Lee, Inc. Over
the years, as they moved through the firms sales
organization, they became (and still remain)
close friends. Walt, who is 33 years old,
currently lives in Princeton, New Jersey. Shane,
who is 35,
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FIN 402 Enhance teaching--tutorialrank.com
FIN 402 Week 2 Assignment Case Problem 4.1
Coatess Decision For more course tutorials
visit www.tutorialrank.com Case
Problem 4.1 Coatess Decision On January 1, 2017,
Dave Coates, a 23-year-old mathematics teacher at
Xavier High School, received a tax refund of
1,100. Because Dave didnt need this money for
his current living expenses, he decided to make a
long-term investment. After surveying a number of
alternative investments costing no more than
1,100, Dave isolated two that seemed most
suitable to his needs.
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FIN 402 Enhance teaching--tutorialrank.com
FIN 402 Week 2 Assignment Case Problem 4.1, 4.2,
2.1, 5.2, 13.1 (Part a,b,c,d) For more course
tutorials visit www.tutorialrank.com FIN 402 Week
2 Assignment Case Problem 4.1 Coatess
Decision FIN 402 Week 2 Assignment Case Problem
4.2 The Risk-Return Tradeoff Molly ORourkes
Stock Purchase Decision FIN 402 Week 2 Assignment
Case Problem 2.1 Traditional Versus Modern
Portfolio Theory Whos Right
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FIN 402 Enhance teaching--tutorialrank.com
FIN 402 Week 2 Assignment Case Problem 4.2 The
Risk-Return Tradeoff Molly ORourkes Stock
Purchase Decision For more course tutorials
visit www.tutorialrank.com Case Problem 4.2 The
Risk-Return Tradeoff Molly ORourkes Stock
Purchase Decision Over the past 10 years, Molly
ORourke has slowly built a diversified portfolio
of common stock. Currently her portfolio includes
20 different common stock issues and has a total
market value of 82,500.
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FIN 402 Week 2 Assignment Case Problem 5.2 Susan
Lussiers Inherited Portfolio Does It Meet Her
Needs For more course tutorials
visit www.tutorialrank.com Case Problem 5.2 Susan
Lussiers Inherited Portfolio Does It Meet Her
Needs? Susan Lussier is 35 years old and employed
as a tax accountant for a major oil and gas
exploration company. She earns nearly 135,000 a
year from her salary and from participation in
the companys drilling activities. An expert on
oil and gas taxation, she is not worried about job
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FIN 402 Enhance teaching--tutorialrank.com
FIN 402 Week 2 Assignment Case Problem 13.1
Assessing the Stalcheckss Portfolio Performance
(Part a,b,c,d) For more course tutorials
visit www.tutorialrank.com Case Problem 13.1
Assessing the Stalcheckss Portfolio
Performance Mary and Nick Stalcheck have an
investment portfolio containing four investments.
It was developed to provide them with a balance
between current income and capital appreciation.
Rather than acquire mutual fund shares or
diversify within a given class of investments,
they developed their portfolio with the idea of
diversifying across various asset classes.
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FIN 402 Enhance teaching--tutorialrank.com
FIN 402 Week 2 DQ 1 (UOP Course) For more
course tutorials visit www.tutorialrank.com What
are different ratio categories? Which category is
most important to bondholders? Why? Which
category is most important to stockholders? Why?
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FIN 402 Enhance teaching--tutorialrank.com
FIN 402 Week 2 DQ 2 (UOP Course) For more
course tutorials visit www.tutorialrank.com What
are liquidity ratios? Why are they important? How
may an investor use liquidity ratios when making
investment decisions?
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FIN 402 Enhance teaching--tutorialrank.com
FIN 402 Week 2 DQ 3 (UOP Course) For more
course tutorials visit www.tutorialrank.com What
is the CAPM? Are CAPM assumptions realistic? Why
or why not?
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FIN 402 Enhance teaching--tutorialrank.com
FIN 402 Week 2 Learning Team Assignment Portfolio
Selection Paper (2 Papers) For more course
tutorials visit www.tutorialrank.com This
Tutorial contains 2 Different Papers   Resources 
Electronic Reserve Readings, Internet, University
Library Select one publicly traded
bond. 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 Enhance teaching--tutorialrank.com
FIN 402 Week 2 weekly Problem Set For more
course tutorials visit www.tutorialrank.com The
Problem Set is provided to you to enable you to
practice the concepts outlined in the textbook.
Select THREE completed problems from the
assignment and post your solutions to those
problems. In your solutions, provide an
explanation as to 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 Enhance teaching--tutorialrank.com
FIN 402 Week 2 Weekly Question For more course
tutorials visit www.tutorialrank.com 1.      (2
point) Calculate the expected return of the
following stocks using CAPM. You can use internet
websites to get Beta figures, such as Yahoo!
Finance, Google Finance, MSN Money, Marketwatch,
etc. Use 4 as the risk free rate and 6 as the
risk premium. a.       Proctor Gamble (PG)
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FIN 402 Enhance teaching--tutorialrank.com
FIN 402 Week 3 Assignment Case Problem 6.1 Sara
Decides to Take the Plunge For more course
tutorials visit www.tutorialrank.com Case
Problem 6.1 Sara Decides to Take the Plunge Sara
Thomas is a child psychologist who has built a
thriving practice in her hometown of Boise,
Idaho. Over the past several years she has been
able to accumulate a substantial sum of money.
She has worked long and hard to be successful,
but she never imagined anything like this. Even
so, success has not spoiled Sara.
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FIN 402 Enhance teaching--tutorialrank.com
FIN 402 Week 3 Assignment Case Problem 6.1, 6.2,
7.1, 7.2, 8.1, 8.2, 9.2 For more course
tutorials visit www.tutorialrank.com FIN 402 Week
3 Assignment Case Problem 6.1 Sara Decides to
Take the Plunge   FIN 402 Week 3 Assignment Case
Problem 6.2 Wally Wonders Whether Theres a Place
for Dividends   FIN 402 Week 3 Assignment Case
Problem 7.1 Some Financial Ratios Are Real
Eye-Openers
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FIN 402 Enhance teaching--tutorialrank.com
FIN 402 Week 3 Assignment Relative Performance
Paper (UOP Course) For more course tutorials
visit www.tutorialrank.com FIN 402 Week 3
Assignment Relative Performance Paper (UOP Course)
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FIN 402 Week 3 AssignmentCase Problem 6.2 Wally
Wonders Whether Theres a Place for Dividends For
more course tutorials visit www.tutorialrank.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). Wally has been
investing in the stock market for some time
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FIN 402 Enhance teaching--tutorialrank.com
FIN 402 Week 3 AssignmentCase Problem 7.1 Some
Financial Ratios Are Real Eye-Openers For more
course tutorials visit www.tutorialrank.com Case
Problem 7.1 Some Financial Ratios Are Real
Eye-Openers Jack Arnold is a resident of Lubbock,
Texas, where he is a prosperous rancher and
businessman. He has also built up a sizable
portfolio of common stock, which, he believes, is
due to the fact that he thoroughly evaluates each
stock he invests in. As Jack says, You cant be
too careful about these
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FIN 402 Enhance teaching--tutorialrank.com
FIN 402 Week 3 AssignmentCase Problem 7.2 Doris
Looks at an Auto Issue For more course tutorials
visit www.tutorialrank.com Case Problem 7.2 Doris
Looks at an Auto Issue Doris Wise is a young
career woman. She lives in Phoenix, Arizona,
where she owns and operates a highly successful
modeling agency. Doris manages her modest but
rapidly growing investment portfolio, made up
mostly of high-grade common stocks.
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FIN 402 Enhance teaching--tutorialrank.com
FIN 402 Week 3 AssignmentCase Problem 8.1 Chris
Looks for a Way to Invest His Wealth For more
course tutorials visit www.tutorialrank.com Case
Problem 8.1 Chris Looks for a Way to Invest His
Wealth Chris Norton is a young Hollywood writer
who is well on his way to television
superstardom. After writing several successful
television specials, he was recently named the
head writer for one of TVs top-rated sitcoms.
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FIN 402 Enhance teaching--tutorialrank.com
FIN 402 Week 3 AssignmentCase Problem 8.2 An
Analysis of a High-Flying Stock For more course
tutorials visit www.tutorialrank.com Case
Problem 8.2 An Analysis of a High-Flying
Stock Marc Dodier is a recent university graduate
and a security analyst with the Kansas City
brokerage firm of Lippman, Brickbats, and Shaft.
Marc has been following one of the hottest issues
on Wall Street, CI Medical Supplies, a company
that has turned
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FIN 402 Enhance teaching--tutorialrank.com
FIN 402 Week 3 AssignmentCase Problem 9.2 Deb
Takes Measure of the Market For more course
tutorials visit www.tutorialrank.com Case
Problem 9.2 Deb Takes Measure of the
Market Several months ago, Deb Forrester received
a substantial sum of money from the estate of her
late aunt. Deb initially placed the money in a
savings account because she was not sure what to
do with it. Since then, however, she has taken a
course in investments at the local university.
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FIN 402 Enhance teaching--tutorialrank.com
FIN 402 Week 3 DQ 1 (UOP Course) For more course
tutorials visit www.tutorialrank.com What is the
difference between systematic and unsystematic
risk? How is the beta coefficient used to assess
risk? Is it better to maximize return or minimize
risk? Why?
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FIN 402 Enhance teaching--tutorialrank.com
FIN 402 Week 3 DQ 2 (UOP Course) For more course
tutorials visit www.tutorialrank.com What is the
relationship between inflation and interest
rates? How does this relationship affect asset
prices? How does the unemployment rate affect
interest rates?
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FIN 402 Enhance teaching--tutorialrank.com
FIN 402 Week 3 DQ 3 (UOP Course) For more course
tutorials visit www.tutorialrank.com What factors
must be taken into consideration when creating an
investment portfolio? How must a portfolios
components be weighted? 
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FIN 402 Enhance teaching--tutorialrank.com
FIN 402 Week 3 DQ 3 (UOP Course) For more course
tutorials visit www.tutorialrank.com What factors
must be taken into consideration when creating an
investment portfolio? How must a portfolios
components be weighted? 
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FIN 402 Enhance teaching--tutorialrank.com
FIN 402 Week 3 Weekly Problem Set For more course
tutorials visit www.tutorialrank.com The Problem
Set is provided to you to enable you to practice
the concepts outlined in the textbook. Select
THREE completed problems from the assignment and
post your solutions to those problems. In your
solutions, provide an explanation as to why you
choose the answer.
42
FIN 402 Enhance teaching--tutorialrank.com
FIN 402 Week 3 Weekly Question For more course
tutorials visit www.tutorialrank.com Submit your
Weekly Questions, with original questions, in a
Microsoft Word or text file. Be sure to show your
work to earn full credit. 1.      (2 point) Use
the expected return and Beta calculated in Week 2
Homework Questions 1 for the stocks listed PG,
Microsoft, Macys, JP Morgan Chase and Southern
Company. You will make three portfolios
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FIN 402 Enhance teaching--tutorialrank.com
FIN 402 Week 4 Assignment Case Problem 10.1 Max
and Veronica Develop a Bond Investment
Program For more course tutorials
visit www.tutorialrank.com Case Problem 10.1 Max
and Veronica Develop a Bond Investment
Program Max and Veronica Shuman, along with their
teenage sons, Terry and Thomas, live in Portland,
Oregon. Max is a sales rep for a major medical
firm, and Veronica is a personnel officer at a
local bank. Together they earn an annual income
of around 100,000.
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FIN 402 Enhance teaching--tutorialrank.com
FIN 402 Week 4 Assignment Case Problem 10.1,
10.2, 11.1, 11.2 For more course tutorials
visit www.tutorialrank.com FIN 402 Week 4
Assignment Case Problem 10.1 Max and Veronica
Develop a Bond Investment Program FIN 402 Week 4
Assignment Case Problem 10.2 The Case of the
Missing Bond Ratings FIN 402 Week 4 Assignment
Case Problem 11.1 The Bond Investment 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 Enhance teaching--tutorialrank.com
FIN 402 Week 4 Assignment Case Problem 10.2 The
Case of the Missing Bond Ratings For more course
tutorials visit www.tutorialrank.com Case
Problem 10.2 The Case of the Missing Bond
Ratings Its probably safe to say that theres
nothing more important in determining a bonds
rating than the underlying financial condition
and operating results of the company issuing the
bond.
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FIN 402 Enhance teaching--tutorialrank.com
FIN 402 Week 4 Assignment Case Problem 11.1 The
Bond Investment Decisions of Dave and Marlene
Carter For more course tutorials
visit www.tutorialrank.com Case Problem 11.1 The
Bond Investment Decisions of Dave and Marlene
Carter Dave and Marlene Carter live in the Boston
area, where Dave has a successful orthodontics
practice. Dave and Marlene have built up a
sizable investment portfolio and have always had
a major portion of their investments in
fixed-income securities.
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FIN 402 Enhance teaching--tutorialrank.com
FIN 402 Week 4 Assignment Case Problem 11.2 Grace
Decides to Immunize Her Portfolio For more course
tutorials visit www.tutorialrank.com 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.
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FIN 402 Enhance teaching--tutorialrank.com
FIN 402 Week 4 DQ 1 (UOP Course) For more course
tutorials visit www.tutorialrank.com What are
examples of active and passive portfolio
management techniques? Why would a portfolio
manager pursue active instead of passive
techniques?
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FIN 402 Enhance teaching--tutorialrank.com
FIN 402 Week 4 DQ 2 (UOP Course) For more course
tutorials visit www.tutorialrank.com Does
international diversification enhance risk
reduction? Why or why not? What measures may be
taken to reduce risks of international portfolio
investing?
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FIN 402 Enhance teaching--tutorialrank.com
FIN 402 Week 4 DQ 3 (UOP Course) For more course
tutorials visit www.tutorialrank.com What are
unique risks associated with foreign investments?
How might an investor protect his or her
portfolio against such risks? Is it possible to
protect a portfolio from all risk?
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FIN 402 Enhance teaching--tutorialrank.com
FIN 402 Week 4 Individual Assignment Risk and
Return Tradeoff Memo (2 Papers) For more course
tutorials visit www.tutorialrank.com This
Tutorial contains 2 Different Papers   FIN 402
Week 4 Individual Assignment Risk and Return
Tradeoff Memo Resources Constructing and
Managing a Portfolio Simulation, Electronic
Reserve Readings, University Library
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FIN 402 Enhance teaching--tutorialrank.com
FIN 402 Week 4 Learning Team Assignment Risk and
Return Analysis Paper (Portfolio Risk
Analysis) For more course tutorials
visit www.tutorialrank.com FIN 402 Week 4
Learning Team Assignment Risk and Return Analysis
Paper Complete the following activities Conduct
a risk assessment and return analysis on the
investment vehicles in your portfolio. 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 Enhance teaching--tutorialrank.com
FIN 402 Week 4 Weekly Problem Set For more course
tutorials visit www.tutorialrank.com The Problem
Set is provided to you to enable you to practice
the concepts outlined in the textbook. Select
THREE completed problems from the assignment and
post your solutions to those problems. 1. The
weak form of the EMH states that ________ must be
reflected in the current stock price. 2. When
the market risk premium rises, stock prices will
________. 
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FIN 402 Enhance teaching--tutorialrank.com
FIN 402 Week 4 Weekly Question For more course
tutorials visit www.tutorialrank.com 1.      (2
point) Go to Morningstar.com. Find the listed
mutual funds profiles on the website. Under
Ratings Risk, find and submit the Sharpe Ratio
for each fund. Then discuss, using the ratio,
which fund you believe provides a better
investment. Funds             ARTVX
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FIN 402 Enhance teaching--tutorialrank.com
FIN 402 Week 5 Assignment Case Problem 14.1 The
Franciscos Investment Options For more course
tutorials visit www.tutorialrank.com Case
Problem 14.1 The Franciscos Investment
Options Hector Francisco is a successful
businessman in Atlanta. The box-manufacturing
firm he and his wife, Judy, founded several years
ago has prospered. Because he is self-employed,
Hector is building his own retirement fund. So
far, he has accumulated a substantial
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FIN 402 Enhance teaching--tutorialrank.com
FIN 402 Week 5 Assignment Case Problem 14.1,
14.2, 15.1, 15.2 For more course tutorials
visit www.tutorialrank.com FIN 402 Week 5
Assignment Case Problem 14.1 The Franciscos
Investment Options FIN 402 Week 5 Assignment Case
Problem 14.2 Lukes Quandary To Hedge or Not to
Hedge FIN 402 Week 5 Assignment Case Problem 15.1
T. J.s Fast-Track Investments Interest Rate
Futures FIN 402 Week 5 Assignment Case Problem
15.2 Jim and Polly Pernelli Try Hedging with
Stock Index Futures
57
FIN 402 Enhance teaching--tutorialrank.com
FIN 402 Week 5 Assignment Case Problem 14.2
Lukes Quandary To Hedge or Not to Hedge For more
course tutorials visit www.tutorialrank.com 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.
58
FIN 402 Enhance teaching--tutorialrank.com
FIN 402 Week 5 Assignment Case Problem 15.1 T.
J.s Fast-Track Investments Interest Rate
Futures For more course tutorials
visit www.tutorialrank.com Case Problem 15.1 T.
J.s Fast-Track Investments Interest Rate
Futures T. J. Patrick is a young, successful
industrial designer in Portland, Oregon, who
enjoys the excitement of commodities speculation.
T. J. has been dabbling in commodities since he
was a teenagerhe was introduced to this market
by his dad, who is a grain buyer for one of the
leading food processors.
59
FIN 402 Enhance teaching--tutorialrank.com
FIN 402 Week 5 Assignment Case Problem 15.2 Jim
and Polly Pernelli Try Hedging with Stock Index
Futures For more course tutorials
visit www.tutorialrank.com Case Problem 15.2 Jim
and Polly Pernelli Try Hedging with Stock Index
Futures Jim Pernelli and his wife, Polly, live in
Augusta, Georgia. Like many young couples, the
Pernellis are a two-income family. Jim and Polly
are both college graduates and hold high-paying
jobs.
60
FIN 402 Enhance teaching--tutorialrank.com
FIN 402 Week 5 Assignment Investment Portfolio
Paper (2 Papers) For more course tutorials
visit www.tutorialrank.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.
61
FIN 402 Enhance teaching--tutorialrank.com
FIN 402 Week 5 DQ 1 (UOP Course) For more course
tutorials visit www.tutorialrank.com What are
different types of alternative investment
vehicles? Which is preferable? What factors could
affect the choice of such a vehicle?
62
FIN 402 Enhance teaching--tutorialrank.com
FIN 402 Week 5 DQ 2 (UOP Course) For more course
tutorials visit www.tutorialrank.com What is an
individual retirement account? Is it important to
have an individual retirement account?
63
FIN 402 Enhance teaching--tutorialrank.com
FIN 402 Week 5 DQ 3 (UOP Course) For more course
tutorials visit www.tutorialrank.com What are
derivatives? How may they be used to manage a
portfolio?
64
FIN 402 Enhance teaching--tutorialrank.com
FIN 402 Week 5 Individual Assignment Investment
Enhancement Paper (UOP Course) For more course
tutorials visit www.tutorialrank.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
65
FIN 402 Enhance teaching--tutorialrank.com
FIN 402 Week 5 Weekly Problem Set For more course
tutorials visit www.tutorialrank.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. 
66
FIN 402 Enhance teaching--tutorialrank.com
FIN 402 Week 5 Weekly Questions For more course
tutorials visit www.tutorialrank.com Submit your
Weekly Questions, with original questions, in a
Microsoft Word or text file. Be sure to show your
work to earn full credit.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 Enhance teaching--tutorialrank.com
aa