FIN 402 Become Exceptional/newtonhelp.com

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FIN 402 Become Exceptional/newtonhelp.com
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FIN 402 Become Exceptional/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.
•  

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FIN 402 Become Exceptional/newtonhelp.com

• 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

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FIN 402 Become Exceptional/newtonhelp.com

• FIN 402 Week 1 Assignment Case Problem 1.2
  Preparing Carolyn Bowens Investment Plan
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• www.newtonhelp.com
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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

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FIN 402 Become Exceptional/newtonhelp.com

• 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

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FIN 402 Become Exceptional/newtonhelp.com

• 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

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FIN 402 Become Exceptional/newtonhelp.com

• 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

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FIN 402 Become Exceptional/newtonhelp.com

• 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

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FIN 402 Become Exceptional/newtonhelp.com

• 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. Although she has been
  fairly conservative with her

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FIN 402 Become Exceptional/newtonhelp.com

• FIN 402 Week 1 DQ 1
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• www.newtonhelp.com
•  
•  
• What are capital market instruments? How are they
  used? Which is most important? Explain your
  answer.

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FIN 402 Become Exceptional/newtonhelp.com

• 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?

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FIN 402 Become Exceptional/newtonhelp.com

• 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?

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FIN 402 Become Exceptional/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 Become Exceptional/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.

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FIN 402 Become Exceptional/newtonhelp.com

• FIN 402 Week 2 Assignment Asset Classes Paper
• For more course tutorials visit
• www.newtonhelp.com
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• FIN402 Week 2 Assignment Asset Classes Paper

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FIN 402 Become Exceptional/newtonhelp.com

• FIN 402 Week 2 Assignment Case Problem 2.1
  Traditional Versus Modern Portfolio Theory Whos
  Right
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• 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,

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FIN 402 Become Exceptional/newtonhelp.com

• 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. After surveying a number of
  alternative

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FIN 402 Become Exceptional/newtonhelp.com

• 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

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FIN 402 Become Exceptional/newtonhelp.com

• FIN 402 Week 2 Assignment Case Problem 4.2 The
  Risk-Return Tradeoff Molly ORourkes Stock
  Purchase Decision
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• www.newtonhelp.com
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• Case Problem 4.2 The Risk-Return Tradeoff Molly
  ORourkes Stock Purchase Decision

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FIN 402 Become Exceptional/newtonhelp.com

• 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

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FIN 402 Become Exceptional/newtonhelp.com

• 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

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FIN 402 Become Exceptional/newtonhelp.com

• FIN 402 Week 2 DQ 1
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• www.newtonhelp.com
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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?
•  

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FIN 402 Become Exceptional/newtonhelp.com

•  
• 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

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FIN 402 Become Exceptional/newtonhelp.com

• FIN 402 Week 2 DQ 3
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• What is the CAPM? Are CAPM assumptions realistic?
  Why or why not?

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FIN 402 Become Exceptional/newtonhelp.com

•  
• 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.

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FIN 402 Become Exceptional/newtonhelp.com

• FIN 402 Week 2 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. In your solutions, provide an
  explanation as to why you choose the answer.

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FIN 402 Become Exceptional/newtonhelp.com

• FIN 402 Week 2 Weekly Question
• For more course tutorials visit
• www.newtonhelp.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)
• b. Microsoft (MSFT)
• c. Macys (M)
• d. JP Morgan Chase (JPM)
• e. Southern Company (SO)
• 2. (2 points) Look up Microsofts financials
  on the internet. Sites to use include those
  listed above as well as the SECs website
  www.sec.gov. Select two ratios from each of the
  following categories (8 calculations in total)
  and show your calculations. Be sure to show the
  formula and your calculations. No points will be
  given if work is not shown even if you get the
  correct answer.
• Categories

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FIN 402 Become Exceptional/newtonhelp.com

• 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 ha

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FIN 402 Become Exceptional/newtonhelp.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
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• FIN 402 Week 3 Assignment Case Problem 6.1 Sara
  Decides to Take the Plunge

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FIN 402 Become Exceptional/newtonhelp.com

• FIN 402 Week 3 Assignment Relative Performance
  Paper
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• www.newtonhelp.com
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• FIN 402 Week 3 Assignment Relative Performance
  Paper

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FIN 402 Become Exceptional/newtonhelp.com

• 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

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FIN 402 Become Exceptional/newtonhelp.com

• 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

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FIN 402 Become Exceptional/newtonhelp.com

• 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,

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FIN 402 Become Exceptional/newtonhelp.com

• 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

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FIN 402 Become Exceptional/newtonhelp.com

• 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

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FIN 402 Become Exceptional/newtonhelp.com

• 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.

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FIN 402 Become Exceptional/newtonhelp.com

• FIN 402 Week 3 DQ 1
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• 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?

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FIN 402 Become Exceptional/newtonhelp.com

• 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? 

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FIN 402 Become Exceptional/newtonhelp.com

• 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? 

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FIN 402 Become Exceptional/newtonhelp.com

• 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

41
FIN 402 Become Exceptional/newtonhelp.com

• FIN 402 Week 3 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. In your solutions, provide an
  explanation as to why you choose the answer.

42
FIN 402 Become Exceptional/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

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FIN 402 Become Exceptional/newtonhelp.com

• 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.
  Together they earn an annual income of around
  100,000. Max has

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FIN 402 Become Exceptional/newtonhelp.com

• 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

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FIN 402 Become Exceptional/newtonhelp.com

• 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. Just as financial ratios can be used in the
  analysis of common stocks, they can also be used
  in the analysis of bondsa process we refer to as
  credit analysis. In credit analysis, attention is
  directed toward the

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FIN 402 Become Exceptional/newtonhelp.com

• 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 o

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FIN 402 Become Exceptional/newtonhelp.com

• 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,

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FIN 402 Become Exceptional/newtonhelp.com

• FIN 402 Week 4 DQ 1
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• www.newtonhelp.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 Become Exceptional/newtonhelp.com

• 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

50
FIN 402 Become Exceptional/newtonhelp.com

• 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? 

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FIN 402 Become Exceptional/newtonhelp.com

• 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

52
FIN 402 Become Exceptional/newtonhelp.com

• 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.

53
FIN 402 Become Exceptional/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.

54
FIN 402 Become Exceptional/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.

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FIN 402 Become Exceptional/newtonhelp.com

• 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

56
FIN 402 Become Exceptional/newtonhelp.com

• 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

57
FIN 402 Become Exceptional/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. Since then, the

58
FIN 402 Become Exceptional/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
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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. has
  been dabbling in commodities since he was a
  teenagerhe was

59
FIN 402 Become Exceptional/newtonhelp.com

• 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

60
FIN 402 Become Exceptional/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

61
FIN 402 Become Exceptional/newtonhelp.com

• 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?

62
FIN 402 Become Exceptional/newtonhelp.com

• FIN 402 Week 5 DQ 2
• For more course tutorials visit
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•  
•  
• What is an individual retirement account? Is it
  important to have an individual retirement
  account? 

63
FIN 402 Become Exceptional/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?

64
FIN 402 Become Exceptional/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.
• Examine alternative investment vehicles.

65
FIN 402 Become Exceptional/newtonhelp.com

• FIN 402 Week 5 Weekly Problem Set
• For more course tutorials visit
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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.
• 2. You purchase one IBM July 120 put contract for
  a premium of 5.

66
FIN 402 Become Exceptional/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.
•  

67
FIN 402 Become Exceptional/newtonhelp.com