FIN 402 MASTER 2 Predictable World / fin402master.com

1
FIN 402 MASTER 2 Predictable World -
fin402master.com
2
FIN 402 MASTER 2 Predictable World -
fin402master.com
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?
3
FIN 402 MASTER 2 Predictable World -
fin402master.com
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?
4
FIN 402 MASTER 2 Predictable World -
fin402master.com
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?
5
FIN 402 MASTER 2 Predictable World -
fin402master.com
FIN 402 Week 3 Individual Assignment CAPM Web
Exercise FOR MORE CLASSES VISIT www.fin402master.c
om   FIN 402 Week 3 Individual Assignment CAPM
Web Exercise ResourceFundamentals of Investment
Management
6
FIN 402 MASTER 2 Predictable World -
fin402master.com
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.
7
FIN 402 MASTER 2 Predictable World -
fin402master.com
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.
8
FIN 402 MASTER 2 Predictable World -
fin402master.com
FIN 402 Week 4 Assignment Case Problem 10.1 Max
and Veronica Develop a Bond Investment
Program FOR MORE CLASSES VISIT www.fin402master.
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. Max
9
FIN 402 MASTER 2 Predictable World -
fin402master.com
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
10
FIN 402 MASTER 2 Predictable World -
fin402master.com
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
11
FIN 402 MASTER 2 Predictable World -
fin402master.com
FIN 402 Week 4 Assignment Case Problem 11.1 The
Bond Investment Decisions of Dave and Marlene
Carter FOR MORE CLASSES VISIT www.fin402master.c
om   Case Problem 11.1 The Bond Investment
Decisions of Dave and Marlene Carter Dave and
Marlene Carter live in the Boston area, where
Dave has a successful orthodontics practice. Dave
and Marlene have built up a sizable
12
FIN 402 MASTER 2 Predictable World -
fin402master.com
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
13
FIN 402 MASTER 2 Predictable World -
fin402master.com
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?
14
FIN 402 MASTER 2 Predictable World -
fin402master.com
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?
15
FIN 402 MASTER 2 Predictable World -
fin402master.com
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?
16
FIN 402 MASTER 2 Predictable World -
fin402master.com
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
17
FIN 402 MASTER 2 Predictable World -
fin402master.com
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
18
FIN 402 MASTER 2 Predictable World -
fin402master.com
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. 
19
FIN 402 MASTER 2 Predictable World -
fin402master.com
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.
20
FIN 402 MASTER 2 Predictable World -
fin402master.com
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. Because
he is self-employed, Hector is building his own
retirement fund. So far, he has accumulated a
substantial sum in his investment account, mostly
by following an aggressive investment posture. He
does this because, as he puts it, In
21
FIN 402 MASTER 2 Predictable World -
fin402master.com
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
22
FIN 402 MASTER 2 Predictable World -
fin402master.com
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. So far, he has
accumulated a substantial sum in his investment
account, mostly by following an aggressive
investment posture. He does this because, as he
puts it, In
23
FIN 402 MASTER 2 Predictable World -
fin402master.com
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   C
ase Problem 15.1 T. J.s Fast-Track Investments
Interest Rate Futures T. J. Patrick is a young,
successful
24
FIN 402 MASTER 2 Predictable World -
fin402master.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.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 and hold high-paying
jobs. Jim has been an avid investor in the stock
market for a number of
25
FIN 402 MASTER 2 Predictable World -
fin402master.com
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
26
FIN 402 MASTER 2 Predictable World -
fin402master.com
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?
27
FIN 402 MASTER 2 Predictable World -
fin402master.com
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?
28
FIN 402 MASTER 2 Predictable World -
fin402master.com
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?
29
FIN 402 MASTER 2 Predictable World -
fin402master.com
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.
30
FIN 402 MASTER 2 Predictable World -
fin402master.com
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
31
FIN 402 MASTER 2 Predictable World -
fin402master.com
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.
32
FIN 402 MASTER 2 Predictable World -
fin402master.com