Title: FIN 402 Anywhere Start Here/newtonhelp.com
1FIN 402Anywhere Start Here/newtonhelp
2FIN 402Anywhere Start Here/newtonhelp
- FIN 402 Final Exam Guide
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- 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.
3FIN 402Anywhere Start Here/newtonhelp
- FIN 402 Week 1 Assignment Capital Markets and
Investment Banking Process Paper -
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- FIN402 Week 1 Assignment Capital Markets and
Investment Banking Process Paper
4FIN 402Anywhere Start Here/newtonhelp
- FIN 402 Week 1 Assignment Case Problem 1.2
Preparing Carolyn Bowens Investment Plan -
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- 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.
5FIN 402Anywhere Start Here/newtonhelp
- FIN 402 Week 1 Assignment Case Problem 1.2, 2.1,
2.2, 3.1, 12.1 -
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- 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
6FIN 402Anywhere Start Here/newtonhelp
- FIN 402 Week 1 Assignment Case Problem 2.2 Ravi
Dumars High-Flying Margin Account -
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- 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.
7FIN 402Anywhere Start Here/newtonhelp
- FIN 402 Week 1 Assignment Case Problem 3.1 The
Perezes Good Fortune -
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- 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.
8FIN 402Anywhere Start Here/newtonhelp
- FIN 402 Week 1 Assignment Case Problem 12.1
Reverend Mark Thomas Ponders Mutual Funds -
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- 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 do some investing
on his own.
9FIN 402Anywhere Start Here/newtonhelp
- FIN 402 Week 1 AssignmentCase Problem 2.1Daras
Dilemma What to Buy? -
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- 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.
10FIN 402Anywhere Start Here/newtonhelp
- FIN 402 Week 1 DQ 1
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- What are capital market instruments? How are
they used? Which is most important? Explain your
answer.
11FIN 402Anywhere Start Here/newtonhelp
- FIN 402 Week 1 DQ 2
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- What is an asset class? How are asset classes
selected? What factors affect the selection?
12FIN 402Anywhere Start Here/newtonhelp
- FIN 402 Week 1 DQ 3
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- What is a derivative? What are the different
types of derivatives? How do businesses use
derivatives to mitigate risks?
13FIN 402Anywhere Start Here/newtonhelp
- FIN 402 Week 1 Individual Problem Set
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- 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
14FIN 402Anywhere Start Here/newtonhelp
- FIN 402 Week 1 Individual Weekly Question
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- For more course tutorials visit
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- 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.
15FIN 402Anywhere Start Here/newtonhelp
- FIN 402 Week 2 Assignment Asset Classes Paper
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- FIN402 Week 2 Assignment Asset Classes Paper
16FIN 402Anywhere Start Here/newtonhelp
- FIN 402 Week 2 Assignment Case Problem 2.1
Traditional Versus Modern Portfolio Theory Whos
Right -
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- ase 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.
17FIN 402Anywhere Start Here/newtonhelp
- FIN 402 Week 2 Assignment Case Problem 4.1
Coatess Decision -
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- 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.
18FIN 402Anywhere Start Here/newtonhelp
- FIN 402 Week 2 Assignment Case Problem 4.1, 4.2,
2.1, 5.2, 13.1 (Part a,b,c,d) -
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- 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
19FIN 402Anywhere Start Here/newtonhelp
- FIN 402 Week 2 Assignment Case Problem 4.2 The
Risk-Return Tradeoff Molly ORourkes Stock
Purchase Decision -
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- 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.
20FIN 402Anywhere Start Here/newtonhelp
- FIN 402 Week 2 Assignment Case Problem 5.2 Susan
Lussiers Inherited Portfolio Does It Meet Her
Needs -
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- 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
21FIN 402Anywhere Start Here/newtonhelp
- FIN 402 Week 2 Assignment Case Problem 13.1
Assessing the Stalcheckss Portfolio Performance
(Part a,b,c,d) -
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- 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
22FIN 402Anywhere Start Here/newtonhelp
- FIN 402 Week 2 DQ 1
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- What are different ratio categories? Which
category is most important to bondholders? Why?
Which category is most important to stockholders?
Why?
23FIN 402Anywhere Start Here/newtonhelp
- FIN 402 Week 2 DQ 2
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- What are liquidity ratios? Why are they
important? How may an investor use liquidity
ratios when making investment decisions
24FIN 402Anywhere Start Here/newtonhelp
- FIN 402 Week 2 DQ 3
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- What is the CAPM? Are CAPM assumptions realistic?
Why or why not?
25FIN 402Anywhere Start Here/newtonhelp
- FIN 402 Week 2 Learning Team Assignment Portfolio
Selection Paper (2 Papers) -
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- 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.
26FIN 402Anywhere Start Here/newtonhelp
- FIN 402 Week 2 weekly Problem Set
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- 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.
27FIN 402Anywhere Start Here/newtonhelp
- FIN 402 Week 2 Weekly Question
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- 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)
28FIN 402Anywhere Start Here/newtonhelp
- FIN 402 Week 3 Assignment Case Problem 6.1 Sara
Decides to Take the Plunge -
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- 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.
29FIN 402Anywhere Start Here/newtonhelp
- FIN 402 Week 3 Assignment Case Problem 6.1, 6.2,
7.1, 7.2, 8.1, 8.2, 9.2 -
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- 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
30FIN 402Anywhere Start Here/newtonhelp
- FIN 402 Week 3 Assignment Relative Performance
Paper -
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- FIN 402 Week 3 Assignment Relative Performance
Paper
31FIN 402Anywhere Start Here/newtonhelp
- FIN 402 Week 3 AssignmentCase Problem 6.2 Wally
Wonders Whether Theres a Place for Dividends -
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- 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 illustrationsfor local ad agencies
and major institutional clients (such as large
department stores).
32FIN 402Anywhere Start Here/newtonhelp
- FIN 402 Week 3 AssignmentCase Problem 7.1 Some
Financial Ratios Are Real Eye-Openers -
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- 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
33FIN 402Anywhere Start Here/newtonhelp
- FIN 402 Week 3 AssignmentCase Problem 7.2 Doris
Looks at an Auto Issue -
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- 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
34FIN 402Anywhere Start Here/newtonhelp
- FIN 402 Week 3 AssignmentCase Problem 8.1 Chris
Looks for a Way to Invest His Wealth -
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- 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.
35FIN 402Anywhere Start Here/newtonhelp
- FIN 402 Week 3 AssignmentCase Problem 8.2 An
Analysis of a High-Flying Stock -
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- 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 exhibited excellent
growth potential
36FIN 402Anywhere Start Here/newtonhelp
- FIN 402 Week 3 AssignmentCase Problem 9.2 Deb
Takes Measure of the Market -
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- 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.
37FIN 402Anywhere Start Here/newtonhelp
- FIN 402 Week 3 DQ 1
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- 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?
38FIN 402Anywhere Start Here/newtonhelp
- FIN 402 Week 3 DQ 2
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- What is the relationship between inflation and
interest rates? How does this relationship affect
asset prices? How does the unemployment rate
affect interest rates?
39FIN 402Anywhere Start Here/newtonhelp
- FIN 402 Week 3 DQ 3
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- What factors must be taken into consideration
when creating an investment portfolio? How must a
portfolios components be weighted?
40FIN 402Anywhere Start Here/newtonhelp
- FIN 402 Week 3 Individual Assignment CAPM Web
Exercise -
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- 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
41FIN 402Anywhere Start Here/newtonhelp
- FIN 402 Week 3 Weekly Problem Set
-
- For more course tutorials visit
- www.newtonhelp.com
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- 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.
42FIN 402Anywhere Start Here/newtonhelp
- FIN 402 Week 3 Weekly Question
-
- For more course tutorials visit
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- 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
43FIN 402Anywhere Start Here/newtonhelp
- FIN 402 Week 4 Assignment Case Problem 10.1 Max
and Veronica Develop a Bond Investment Program -
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- 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.
44FIN 402Anywhere Start Here/newtonhelp
- FIN 402 Week 4 Assignment Case Problem 10.1,
10.2, 11.1, 11.2 -
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- 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
45FIN 402Anywhere Start Here/newtonhelp
- FIN 402 Week 4 Assignment Case Problem 10.2 The
Case of the Missing Bond Ratings -
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- 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.
46FIN 402Anywhere Start Here/newtonhelp
- FIN 402 Week 4 Assignment Case Problem 11.1 The
Bond Investment Decisions of Dave and Marlene
Carter -
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- 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.
47FIN 402Anywhere Start Here/newtonhelp
- FIN 402 Week 4 Assignment Case Problem 11.2 Grace
Decides to Immunize Her Portfolio -
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- 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
48FIN 402Anywhere Start Here/newtonhelp
- FIN 402 Week 4 DQ 1
-
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- What are examples of active and passive
portfolio management techniques? Why would a
portfolio manager pursue active instead of
passive techniques?
49FIN 402Anywhere Start Here/newtonhelp
- FIN 402 Week 4 DQ 2
-
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- Does international diversification enhance risk
reduction? Why or why not? What measures may be
taken to reduce risks of international portfolio
investing?
50FIN 402Anywhere Start Here/newtonhelp
- FIN 402 Week 4 DQ 3
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- 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?
51FIN 402Anywhere Start Here/newtonhelp
- FIN 402 Week 4 Individual Assignment Risk and
Return Tradeoff Memo (2 Papers) -
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- 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.
52FIN 402Anywhere Start Here/newtonhelp
- FIN 402 Week 4 Learning Team Assignment Risk and
Return Analysis Paper -
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- 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.
53FIN 402Anywhere Start Here/newtonhelp
- FIN 402 Week 4 Weekly Problem Set
-
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- 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 ________.
54FIN 402Anywhere Start Here/newtonhelp
- FIN 402 Week 4 Weekly Question
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- 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
55FIN 402Anywhere Start Here/newtonhelp
- FIN 402 Week 5 Assignment Case Problem 14.1 The
Franciscos Investment Options -
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- 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.
56FIN 402Anywhere Start Here/newtonhelp
- FIN 402 Week 5 Assignment Case Problem 14.1,
14.2, 15.1, 15.2 -
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- 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
57FIN 402Anywhere Start Here/newtonhelp
- FIN 402 Week 5 Assignment Case Problem 14.2
Lukes Quandary To Hedge or Not to Hedge -
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- 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.
58FIN 402Anywhere Start Here/newtonhelp
- FIN 402 Week 5 Assignment Case Problem 15.1 T.
J.s Fast-Track Investments Interest Rate Futures -
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- 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.
59FIN 402Anywhere Start Here/newtonhelp
- FIN 402 Week 5 Assignment Case Problem 15.2 Jim
and Polly Pernelli Try Hedging with Stock Index
Futures -
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- 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.
60FIN 402Anywhere Start Here/newtonhelp
- FIN 402 Week 5 Assignment Investment Portfolio
Paper (2 Papers) -
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- 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.
61FIN 402Anywhere Start Here/newtonhelp
- FIN 402 Week 5 DQ 1
-
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- What are different types of alternative
investment vehicles? Which is preferable? What
factors could affect the choice of such a vehicle?
62FIN 402Anywhere Start Here/newtonhelp
- FIN 402 Week 5 DQ 2
-
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- What is an individual retirement account? Is it
important to have an individual retirement
account?
63FIN 402Anywhere Start Here/newtonhelp
- FIN 402 Week 5 DQ 3
-
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- What are derivatives? How may they be used to
manage a portfolio?
64FIN 402Anywhere Start Here/newtonhelp
- FIN 402 Week 5 Individual Assignment Investment
Enhancement Paper -
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- 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.
65FIN 402Anywhere Start Here/newtonhelp
- FIN 402 Week 5 Weekly Problem Set
-
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- 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.
66FIN 402Anywhere Start Here/newtonhelp
- 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 sources only. Also, do not use
quotes in lieu of a response in your own words. - (2 point) For the following alternative
investment vehicles, discuss
67FIN 402Anywhere Start Here/newtonhelp