Title: FIN 402 Start With a Dream/newtonhelp.com
1FIN 402 Start With a Dream/newtonhelp.com
2FIN 402 Start With a Dream/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.
3FIN 402 Start With a Dream/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
4FIN 402 Start With a Dream/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 Carolyn Bowen, who just turned
55, is employed as an administrative assistant
for the Xcon Corporation, where she has wo
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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?
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FIN 402 Week 1 Assignment Case Problem 2.2 Ravi
Dumars High-Flying Margin Account For more
course tutorials visit www.newtonhelp.com Ca
se 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 th
7FIN 402 Start With a Dream/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 New
Jersey. They enjoy running the business, which
they have owned for near
8FIN 402 Start With a Dream/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 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 rel
9FIN 402 Start With a Dream/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
divorced mother of two teenage children,
considers herself a savvy investor.
10FIN 402 Start With a Dream/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.
11FIN 402 Start With a Dream/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?
12FIN 402 Start With a Dream/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?
13FIN 402 Start With a Dream/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.
14FIN 402 Start With a Dream/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.
15FIN 402 Start With a Dream/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)
16FIN 402 Start With a Dream/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
17FIN 402 Start With a Dream/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? Walt Davies and Shane OBrie
18FIN 402 Start With a Dream/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 High School, received a tax refund of
1,100. Because Dave didnt need this money for
his current living
19FIN 402 Start With a Dream/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 FI
N 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
20FIN 402 Start With a Dream/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 Over the past
10 years, Molly ORourke has slowly built a
diversified portfolio of common stock. Currently
her portfolio includes 20 different common sto
21FIN 402 Start With a Dream/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? Susan Lussier is 35 years
old and employed
22FIN 402 Start With a Dream/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 Mary and Nick Stalcheck have an
investment portfolio containing four investments.
It was developed to provide them wit
23FIN 402 Start With a Dream/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?
24FIN 402 Start With a Dream/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?
25FIN 402 Start With a Dream/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?
26FIN 402 Start With a Dream/newtonhelp.com
FIN 370T Assignment Week 2 Apply Time Value of
Money Homework(All Possible Questions/Answers)
For more course tutorials visit www.newtonhelp.co
m FIN 370T ASSIGNMENT Week 2 Apply Time
Value of Money Homework Review the Week 2
Practice Time Value of Money Quiz in Connect.
27FIN 402 Start With a Dream/newtonhelp.com
FIN 370T Assignment Week 2 Apply Exercise(All
Possible Questions/Answers) For more course
tutorials visit www.newtonhelp.com FIN 370T
ASSIGNMENT Week 2 Apply Week 2 Exercise Review
the Week 2 Knowledge Check in Connect in
preparation for this Assignment . Complete the
Week 2 Exercise in Connect.
28FIN 402 Start With a Dream/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?
29FIN 402 Start With a Dream/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 sum of money from the estate of her
late aunt. Deb initially placed the money in a
savings account
30FIN 402 Start With a Dream/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?
31FIN 402 Start With a Dream/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?
32FIN 402 Start With a Dream/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 ResourceF
undamentals of Investment Management Prepare a
response to the following assignment
33FIN 402 Start With a Dream/newtonhelp.com
FIN 370T Assignment Week 4 Apply Risk and the
Cost of Capital Homework(All Possible
Questions/Answers) For more course tutorials
visit www.newtonhelp.com FIN 370T ASSIGNMENT
Week 4 Apply Risk and the Cost of Capital
Homework Review the Week 4 Practice Risk and
the Cost of Capital Quiz in Connect.
34FIN 402 Start With a Dream/newtonhelp.com
FIN 402 Week 3 Weekly Problem Set For more
course tutorials visit www.newtonhelp.com Th
e 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.
35FIN 402 Start With a Dream/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
36FIN 402 Start With a Dream/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 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 o
37FIN 402 Start With a Dream/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 FIN 402 Week 4
Assignment Case Problem 10.2 The Case of the
Missing Bond Ratings
38FIN 402 Start With a Dream/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 in determining a bonds
rating than the underlying financial condition
and opera
39FIN 402 Start With a Dream/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 D
40FIN 402 Start With a Dream/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 boutique in downtown
Chicago. Although high fashion is Graces first
love, shes also intere
41FIN 402 Start With a Dream/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?
42FIN 402 Start With a Dream/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?
43FIN 402 Start With a Dream/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?
44FIN 402 Start With a Dream/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 Resources Constructing and Managing a
Portfolio Simulation, Electronic Reserve
Readings, University Library
45FIN 402 Start With a Dream/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
46FIN 402 Start With a Dream/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. 2. When the market risk premium rises,
stock prices will ________.
47FIN 402 Start With a Dream/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.
48FIN 402 Start With a Dream/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
ago has pr
49FIN 402 Start With a Dream/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
50FIN 402 Start With a Dream/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. Sin
51FIN 402 Start With a Dream/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 T. J. Patrick is a young,
successful industrial designer in Portland,
Oregon, who enjoys the excitement of com
52FIN 402 Start With a Dream/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,
53FIN 402 Start With a Dream/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, the Pernellis are a two-income
family.
54FIN 402 Start With a Dream/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
55FIN 402 Start With a Dream/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?
56FIN 402 Start With a Dream/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?
57FIN 402 Start With a Dream/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?
58FIN 402 Start With a Dream/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.
59FIN 402 Start With a Dream/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
share. You will realize a ______ on the
investment.
60FIN 402 Start With a Dream/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. Do not use
Investopedia, About.com, Wikipedia, or other
generic internet websites as sources. Use
credible
61FIN 402 Start With a Dream/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 analyst with the Kansas City
brokerage firm of Lippman, Brickbats, and Shaft.
Marc has been following one of the hottest issues
on Wall
62FIN 402 Start With a Dream/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 Ca
se 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 n
63FIN 402 Start With a Dream/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, 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.
64FIN 402 Start With a Dream/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 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 sto
65FIN 402 Start With a Dream/newtonhelp.com