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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. – PowerPoint PPT presentation

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Title: 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.
3
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 Enhance teaching / tutorialrank.com
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
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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
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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 mar
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FIN 402 Enhance teaching / tutorialrank.com
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
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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
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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
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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?
13
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 problem
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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.
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 Enhance teaching / tutorialrank.com
  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
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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 curr
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FIN 402 Enhance teaching / tutorialrank.com
  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
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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. Molly is at present
considering the addition of 50 shares of either
of two common stock issuesX or Y. To assess the
return and risk of each of these issues, she has
gathered div
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FIN 402 Enhance teaching / tutorialrank.com
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 participa
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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 Portfol
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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 3 (UOP Course) For more
course tutorials visit www.tutorialrank.com What
is the CAPM? Are CAPM assumptions realistic? Why
or why not?  
24
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 enab
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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.
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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 a
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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  
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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 Enhance teaching / tutorialrank.com
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
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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,
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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
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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.
Chris fully realizes that his business is a fic
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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
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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
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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?
38
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 Individual Assignment CAPM Web
Exercise (UOP Course) For more course tutorials
visit www.tutorialrank.com FIN 402 Week 3
Individual Assignment CAPM Web Exercise ResourceF
undamentals of Investment Management Prepare a
response to the following assignment
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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.
41
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.
42
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. Max has just lea
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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
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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
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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
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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
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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?
49
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?
50
FIN 402 Enhance teaching / tutorialrank.com
FIN 402 Week 4 Individual Assignment Risk and
Return Tradeoff Memo (2 Papers) 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
51
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 o
52
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
53
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.
54
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
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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
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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
57
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 dabblin
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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 Click Here to Buy the Tutorial http//www.
tutorialrank.com/FIN/FIN-402/product-17587-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
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FIN 402 Enhance teaching / tutorialrank.com
FIN 402 Week 5 Assignment Investment Portfolio
Paper (2 Papers) Click Here to Buy the
Tutorial 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
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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?
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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?
62
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?
63
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.
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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 inve
65
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.
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FIN 402 Enhance teaching / tutorialrank.com
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