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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. 2.___ ___ Free cash flow = Cash flow from operations – Capital expenditures + Disposition of property and equipment. – PowerPoint PPT presentation

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Title: FIN 402 Education Begins/newtonhelp.com


1
FIN 402 Education Begins/newtonhelp.com
2
FIN 402 Education Begins/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
3
FIN 402 Education Begins/newtonhelp.com
FIN 402 Week 1 Assignment Capital Markets and
Investment Banking Process Paper   For more
course tutorials visit www.newtonhelp.com     FIN4
02 Week 1 Assignment Capital Markets and
Investment Banking Process Paper
4
FIN 402 Education Begins/newtonhelp.com
FIN 402 Week 1 Assignment Case Problem 1.2
Preparing Carolyn Bowens Investment Plan   For
more course tutorials visit www.newtonhelp.com    
  Case Problem 1.2 Preparing Carolyn Bowens
Investment Plan
5
FIN 402 Education Begins/newtonhelp.com
FIN 402 Week 1 Assignment Case Problem 1.2, 2.1,
2.2, 3.1, 12.1   For more course tutorials
visit www.newtonhelp.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?
6
FIN 402 Education Begins/newtonhelp.com
FIN 402 Week 1 Assignment Case Problem 2.2 Ravi
Dumars High-Flying Margin Account   For more
course tutorials visit www.newtonhelp.com   Case
Problem 2.2 Ravi Dumars High-Flying Margin
Account
7
FIN 402 Education Begins/newtonhelp.com
FIN 402 Week 1 Assignment Case Problem 3.1 The
Perezes Good Fortune   For more course tutorials
visit www.newtonhelp.com       Case Problem 3.1
The Perezes Good Fortune Angel and Marie Perez
own a small pool hall located in southern
8
FIN 402 Education Begins/newtonhelp.com
FIN 402 Week 1 Assignment Case Problem 12.1
Reverend Mark Thomas Ponders Mutual Funds   For
more course tutorials visit www.newtonhelp.com    
Case Problem 12.1 Reverend Mark Thomas Ponders
Mutual Funds The Reverend Mark
9
FIN 402 Education Begins/newtonhelp.com
FIN 402 Week 1 AssignmentCase Problem 2.1Daras
Dilemma What to Buy? For more course tutorials
visit www.newtonhelp.com       Case
Problem 2.1Daras Dilemma What to Buy? Dara
Simmons, a 40-year-old financial analyst and
10
FIN 402 Education Begins/newtonhelp.com
FIN 402 Week 1 DQ 1   For more course tutorials
visit www.newtonhelp.com     What are capital
market instruments? How are they used? Which is
most important? Explain your answer.
11
FIN 402 Education Begins/newtonhelp.com
FIN 402 Week 1 DQ 2   For more course tutorials
visit www.newtonhelp.com     What is an asset
class? How are asset classes selected? What
factors affect the selection?
12
FIN 402 Education Begins/newtonhelp.com
FIN 402 Week 1 DQ 3   For more course tutorials
visit www.newtonhelp.com     What is a
derivative? What are the different types of
derivatives? How do businesses use derivatives to
mitigate risks?
13
FIN 402 Education Begins/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
14
FIN 402 Education Begins/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.
15
FIN 402 Education Begins/newtonhelp.com
FIN 402 Week 1-5 All Assignments   For more
course tutorials visit www.newtonhelp.com     FIN
402 Week 1 Assignment Case Problem 1.2, 2.1, 2.2,
3.1, 12.1 FIN 402 Week 2 Assignment Case Problem
4.1, 4.2, 2.1, 5.2, 13.1 (Part a,b,c,d)
16
FIN 402 Education Begins/newtonhelp.com
FIN 402 Week 2 Assignment Asset Classes
Paper   For more course tutorials
visit www.newtonhelp.com     FIN402 Week 2
Assignment Asset Classes Paper
17
FIN 402 Education Begins/newtonhelp.com
FIN 402 Week 2 Assignment Case Problem 2.1
Traditional Versus Modern Portfolio Theory Whos
Right   For more course tutorials
visit www.newtonhelp.com       Case
Problem 2.1 Traditional Versus Modern Portfolio
Theory Whos Right?
18
FIN 402 Education Begins/newtonhelp.com
FIN 402 Week 2 Assignment Case Problem 4.1
Coatess Decision   For more course tutorials
visit www.newtonhelp.com       Case
Problem 4.1 Coatess Decision On January 1, 2017,
Dave Coates, a 23-year-old mathematics teacher at
Xavier
19
FIN 402 Education Begins/newtonhelp.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.newtonhelp.com       FIN 402
Week 2 Assignment Case Problem 4.1 Coatess
Decision
20
FIN 402 Education Begins/newtonhelp.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.newtonhelp.com       Case
Problem 4.2 The Risk-Return Tradeoff Molly
ORourkes Stock Purchase Decision
21
FIN 402 Education Begins/newtonhelp.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.newtonhelp.com     Case
Problem 5.2 Susan Lussiers Inherited Portfolio
Does It Meet Her Needs?
22
FIN 402 Education Begins/newtonhelp.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.newtonhelp.com     Case Problem 13.1
Assessing the Stalcheckss Portfolio Performance
23
FIN 402 Education Begins/newtonhelp.com
FIN 402 Week 2 DQ 1   For more course tutorials
visit www.newtonhelp.com     What are different
ratio categories? Which category is most
important to bondholders? Why? Which category is
most important to stockholders? Why?
24
FIN 402 Education Begins/newtonhelp.com
FIN 402 Week 2 DQ 2   For more course tutorials
visit www.newtonhelp.com     What are liquidity
ratios? Why are they important? How may an
investor use liquidity ratios when making
investment decisions?
25
FIN 402 Education Begins/newtonhelp.com
FIN 402 Week 2 DQ 3   For more course tutorials
visit www.newtonhelp.com     What is the CAPM?
Are CAPM assumptions realistic? Why or why not?
26
FIN 402 Education Begins/newtonhelp.com
FIN 402 Week 2 Learning Team Assignment Portfolio
Selection Paper (2 Papers)   For more course
tutorials visit www.newtonhelp.com   This
Tutorial contains 2 Different Papers Resources
Electronic Reserve Readings, Internet, University
Library
27
FIN 402 Education Begins/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
28
FIN 402 Education Begins/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
29
FIN 402 Education Begins/newtonhelp.com
FIN 402 Week 3 Assignment Case Problem 6.1 Sara
Decides to Take the Plunge   For more course
tutorials visit www.newtonhelp.com     Case
Problem 6.1 Sara Decides to Take the Plunge Sara
Thomas is a child psychologist who has built a
thriving
30
FIN 402 Education Begins/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 www.newtonhelp.com     FIN 402
Week 3 Assignment Case Problem 6.1 Sara Decides
to Take the Plunge
31
FIN 402 Education Begins/newtonhelp.com
FIN 402 Week 3 Assignment Relative Performance
Paper   For more course tutorials
visit www.newtonhelp.com     FIN 402 Week 3
Assignment Relative Performance Paper
32
FIN 402 Education Begins/newtonhelp.com
FIN 402 Week 3 AssignmentCase Problem 6.2 Wally
Wonders Whether Theres a Place for
Dividends   For more course tutorials
visit www.newtonhelp.com   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
33
FIN 402 Education Begins/newtonhelp.com
FIN 402 Week 3 AssignmentCase Problem 7.1 Some
Financial Ratios Are Real Eye-Openers   For more
course tutorials visit www.newtonhelp.com       Ca
se Problem 7.1 Some Financial Ratios Are Real
Eye-Openers
34
FIN 402 Education Begins/newtonhelp.com
FIN 402 Week 3 AssignmentCase Problem 7.2 Doris
Looks at an Auto Issue   For more course
tutorials visit www.newtonhelp.com     Case
Problem 7.2 Doris Looks at an Auto Issue Doris
Wise is a young career woman. She lives in Phoenix
35
FIN 402 Education Begins/newtonhelp.com
FIN 402 Week 3 AssignmentCase Problem 8.1 Chris
Looks for a Way to Invest His Wealth   For more
course tutorials visit www.newtonhelp.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
36
FIN 402 Education Begins/newtonhelp.com
FIN 402 Week 3 AssignmentCase Problem 8.2 An
Analysis of a High-Flying Stock   For more course
tutorials visit www.newtonhelp.com       Case
Problem 8.2 An Analysis of a High-Flying
Stock Marc Dodier is a recent university graduate
and a security
37
FIN 402 Education Begins/newtonhelp.com
FIN 402 Week 3 AssignmentCase Problem 9.2 Deb
Takes Measure of the Market   For more course
tutorials visit www.newtonhelp.com     Case
Problem 9.2 Deb Takes Measure of the
Market Several months ago, Deb Forrester received
a substantial
38
FIN 402 Education Begins/newtonhelp.com
FIN 402 Week 3 DQ 1   For more course tutorials
visit 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?
39
FIN 402 Education Begins/newtonhelp.com
FIN 402 Week 3 DQ 2   For more course tutorials
visit www.newtonhelp.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? 
40
FIN 402 Education Begins/newtonhelp.com
FIN 402 Week 3 DQ 3   For more course tutorials
visit www.newtonhelp.com     What factors must be
taken into consideration when creating an
investment portfolio? How must a portfolios
components be weighted? 
41
FIN 402 Education Begins/newtonhelp.com
FIN 402 Week 3 Individual Assignment CAPM Web
Exercise   For more course tutorials
visit www.newtonhelp.com     FIN 402 Week 3
Individual Assignment CAPM Web Exercise Resource
Fundamentals of Investment Management
42
FIN 402 Education Begins/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
43
FIN 402 Education Begins/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.
44
FIN 402 Education Begins/newtonhelp.com
FIN 402 Week 4 Assignment Case Problem 10.1 Max
and Veronica Develop a Bond Investment
Program   For more course tutorials
visit www.newtonhelp.com       Case Problem 10.1
Max and Veronica Develop a Bond Investment Program
45
FIN 402 Education Begins/newtonhelp.com
FIN 402 Week 4 Assignment Case Problem 10.1,
10.2, 11.1, 11.2   For more course tutorials
visit www.newtonhelp.com       FIN 402 Week 4
Assignment Case Problem 10.1 Max and Veronica
Develop a Bond Investment Program
46
FIN 402 Education Begins/newtonhelp.com
FIN 402 Week 4 Assignment Case Problem 10.2 The
Case of the Missing Bond Ratings   For more
course tutorials visit www.newtonhelp.com       Ca
se Problem 10.2 The Case of the Missing Bond
Ratings Its probably safe to say that theres
nothing more important
47
FIN 402 Education Begins/newtonhelp.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.newtonhelp.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
48
FIN 402 Education Begins/newtonhelp.com
FIN 402 Week 4 Assignment Case Problem 11.2 Grace
Decides to Immunize Her Portfolio   For more
course tutorials visit www.newtonhelp.com       Ca
se Problem 11.2 Grace Decides to Immunize Her
Portfolio Grace Hesketh is the owner of an
extremely successful dress
49
FIN 402 Education Begins/newtonhelp.com
FIN 402 Week 4 DQ 1   For more course tutorials
visit www.newtonhelp.com     What are examples of
active and passive portfolio management
techniques? Why would a portfolio manager pursue
active instead of passive techniques? 
50
FIN 402 Education Begins/newtonhelp.com
FIN 402 Week 4 DQ 2   For more course tutorials
visit www.newtonhelp.com     Does international
diversification enhance risk reduction? Why or
why not? What measures may be taken to reduce
risks of international portfolio investing?
51
FIN 402 Education Begins/newtonhelp.com
FIN 402 Week 4 DQ 3   For more course tutorials
visit www.newtonhelp.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? 
52
FIN 402 Education Begins/newtonhelp.com
FIN 402 Week 4 Individual Assignment Risk and
Return Tradeoff Memo (2 Papers)   For
more course tutorials visit www.newtonhelp.com    
This Tutorial contains 2 Different Papers FIN
402 Week 4 Individual Assignment Risk and Return
Tradeoff Memo
53
FIN 402 Education Begins/newtonhelp.com
FIN 402 Week 4 Learning Team Assignment Risk and
Return Analysis Paper   For more course tutorials
visit www.newtonhelp.com     FIN 402 Week 4
Learning Team Assignment Risk and Return Analysis
Paper Complete the following activities
54
FIN 402 Education Begins/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
55
FIN 402 Education Begins/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
56
FIN 402 Education Begins/newtonhelp.com
FIN 402 Week 5 Assignment Case Problem 14.1 The
Franciscos Investment Options   For more course
tutorials visit www.newtonhelp.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
57
FIN 402 Education Begins/newtonhelp.com
FIN 402 Week 5 Assignment Case Problem 14.1,
14.2, 15.1, 15.2   For more course tutorials
visit www.newtonhelp.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
58
FIN 402 Education Begins/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
59
FIN 402 Education Begins/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 www.newtonhelp.com       Case
Problem 15.1 T. J.s Fast-Track Investments
Interest Rate Futures
60
FIN 402 Education Begins/newtonhelp.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.newtonhelp.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
61
FIN 402 Education Begins/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
62
FIN 402 Education Begins/newtonhelp.com
FIN 402 Week 5 DQ 1   For more course tutorials
visit www.newtonhelp.com     What are different
types of alternative investment vehicles? Which
is preferable? What factors could affect the
choice of such a vehicle?
63
FIN 402 Education Begins/newtonhelp.com
FIN 402 Week 5 DQ 2   For more course tutorials
visit www.newtonhelp.com     What is an
individual retirement account? Is it important to
have an individual retirement account? 
64
FIN 402 Education Begins/newtonhelp.com
FIN 402 Week 5 DQ 3   For more course tutorials
visit www.newtonhelp.com     What is an
individual retirement account? Is it important to
have an individual retirement account? 
65
FIN 402 Education Begins/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.
66
FIN 402 Education Begins/newtonhelp.com
FIN 402 Week 5 Weekly Problem Set For more course
tutorials visit www.newtonhelp.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
67
FIN 402 Education Begins/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.
68
FIN 402 Education Begins/newtonhelp.com
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