FIN 402 MASTER Lifetime Success / fin402master.com

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FIN 402 MASTER Lifetime Success / fin402master.com
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FIN 402 MASTER Lifetime Success / fin402master.com

• FIN 402 Final Exam Guide
• FOR MORE CLASSES VISIT
• www.fin402master.com
•  
• FIN 402 Investment Fundamentals and Portfolio
  Management Final Exam Guide

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FIN 402 MASTER Lifetime Success / fin402master.com

• FIN 402 Week 1 Assignment Capital Markets and
  Investment Banking Process Paper
• FOR MORE CLASSES VISIT
• www.fin402master.com
•  
• FIN402 Week 1 Assignment Capital Markets and
  Investment Banking Process Paper

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FIN 402 MASTER Lifetime Success / fin402master.com
FIN 402 Week 1 Assignment Case Problem 1.2
Preparing Carolyn Bowens Investment Plan FOR
MORE CLASSES VISIT www.fin402master.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 worked for the
past 20 years. She is i
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FIN 402 MASTER Lifetime Success / fin402master.com
FIN 402 Week 1 Assignment Case Problem 1.2, 2.1,
2.2, 3.1, 12.1 FOR MORE CLASSES VISIT
www.fin402master.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? FIN
402 Week
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FIN 402 MASTER Lifetime Success / fin402master.com
FIN 402 Week 1 Assignment Case Problem 2.2 Ravi
Dumars High-Flying Margin Account FOR MORE
CLASSES VISIT www.fin402master.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 t
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FIN 402 MASTER Lifetime Success / fin402master.com
FIN 402 Week 1 Assignment Case Problem 3.1 The
Perezes Good Fortune FOR MORE CLASSES VISIT
www.fin402master.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 busine
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FIN 402 MASTER Lifetime Success / fin402master.com
FIN 402 Week 1 Assignment Case Problem 12.1
Reverend Mark Thomas Ponders Mutual Funds FOR
MORE CLASSES VISIT www.fin402master.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 reli
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FIN 402 MASTER Lifetime Success / fin402master.com
FIN 402 Week 1 AssignmentCase Problem 2.1Daras
Dilemma What to Buy? FOR MORE CLASSES VISIT
www.fin402master.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
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FIN 402 MASTER Lifetime Success / fin402master.com

• FIN 402 Week 1 DQ 1
• FOR MORE CLASSES VISIT
• www.fin402master.com
•  
• What are capital market instruments? How are they
  used? Which is most important? Explain your
  answer.

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FIN 402 MASTER Lifetime Success / fin402master.com

• FIN 402 Week 1 DQ 2
• FOR MORE CLASSES VISIT
• www.fin402master.com
•  
• What is an asset class? How are asset classes
  selected? What factors affect the selection?

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• FIN 402 Week 1 DQ 3
• FOR MORE CLASSES VISIT
• www.fin402master.com
•  
• 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 MASTER Lifetime Success / fin402master.com

• FIN 402 Week 1 Individual Problem Set
• FOR MORE CLASSES VISIT
• www.fin402master.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.

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FIN 402 MASTER Lifetime Success / fin402master.com

• FIN 402 Week 1 Individual Weekly Question
• FOR MORE CLASSES VISIT
• www.fin402master.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 Week 2 Assignment Asset Classes Paper
FOR MORE CLASSES VISIT www.fin402master.com   FIN
402 Week 2 Assignment Asset Classes Pape
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FIN 402 Week 2 Assignment Case Problem 2.1
Traditional Versus Modern Portfolio Theory Whos
Right FOR MORE CLASSES VISIT www.fin402master.
com   Case Problem 2.1 Traditional Versus Modern
Portfolio Theory Whos Right? Walt Davies and Sha
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FIN 402 Week 2 Assignment Case Problem 4.1
Coatess Decision FOR MORE CLASSES VISIT
www.fin402master.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 expenses, he decided to make a
long-term investment. After surveying a number of
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FIN 402 Week 2 Assignment Case Problem 4.1, 4.2,
2.1, 5.2, 13.1 (Part a,b,c,d) FOR MORE CLASSES
VISIT www.fin402master.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 Stock
Purchase Decision FIN 402 Week 2 Assignment Case
Problem 2.1
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FIN 402 MASTER Lifetime Success / fin402master.com
FIN 402 Week 2 Assignment Case Problem 4.2 The
Risk-Return Tradeoff Molly ORourkes Stock
Purchase Decision FOR MORE CLASSES VISIT
www.fin402master.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
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FIN 402 Week 2 Assignment Case Problem 5.2 Susan
Lussiers Inherited Portfolio Does It Meet Her
Needs FOR MORE CLASSES VISIT www.fin402master.
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
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FIN 402 Week 2 Assignment Case Problem 13.1
Assessing the Stalcheckss Portfolio Performance
(Part a,b,c,d) FOR MORE CLASSES VISIT
www.fin402master.com   Case Problem 13.1
Assessing the Stalcheckss Portfolio Performance
Mary and Nick Stalcheck have an investment
portfolio containing four investments.
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FIN 402 MASTER Lifetime Success / fin402master.com

• FIN 402 Week 2 DQ 1
• FOR MORE CLASSES VISIT
• www.fin402master.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 Week 2 DQ 2 FOR MORE CLASSES
VISIT www.fin402master.com   What are liquidity
ratios? Why are they important? How may an
investor use liquidity ratios when making
investment de
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•  FIN 402 Week 2 DQ 3
• FOR MORE CLASSES VISIT
• www.fin402master.com
• What is the CAPM? Are CAPM assumptions realistic?
  Why or why not?

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FIN 402 MASTER Lifetime Success / fin402master.com

• FIN 402 Week 2 Learning Team Assignment Portfolio
  Selection Paper (2 Papers)
• FOR MORE CLASSES VISIT
• www.fin402master.com
•  
• This Tutorial contains 2 Different Papers
• Resources Electronic Reserve Readings, Internet,
  University Library

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FIN 402 MASTER Lifetime Success / fin402master.com

• FIN 402 Week 2 weekly Problem Set
• FOR MORE CLASSES VISIT
• www.fin402master.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 MASTER Lifetime Success / fin402master.com
FIN 402 Week 2 weekly Problem Set FOR MORE
CLASSES VISIT www.fin402master.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 r
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FIN 402 MASTER Lifetime Success / fin402master.com
FIN 402 Week 3 Assignment Case Problem 6.1 Sara
Decides to Take the Plunge FOR MORE CLASSES
VISIT www.fin402master.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 a
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FIN 402 MASTER Lifetime Success / fin402master.com
FIN 402 Week 3 Assignment Case Problem 6.1, 6.2,
7.1, 7.2, 8.1, 8.2, 9.2 FOR MORE CLASSES VISIT
www.fin402master.com   FIN 402 Week 3
Assignment Case Problem 6.1 Sara Decides to Take
the Plunge FIN 402 Week 3 Assignment Case Problem
6.2
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FIN 402 MASTER Lifetime Success / fin402master.com

• FIN 402 Week 3 Assignment Relative Performance
  Paper
• FOR MORE CLASSES VISIT
• www.fin402master.com
•  
• FIN 402 Week 3 Assignment Relative Performance
  Paper

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FIN 402 MASTER Lifetime Success / fin402master.com
FIN 402 Week 3 AssignmentCase Problem 6.2 Wally
Wonders Whether Theres a Place for Dividends
FOR MORE CLASSES VISIT www.fin402master.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 an
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FIN 402 MASTER Lifetime Success / fin402master.com
FIN 402 Week 3 AssignmentCase Problem 7.1 Some
Financial Ratios Are Real Eye-Openers FOR MORE
CLASSES VISIT www.fin402master.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.
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FIN 402 MASTER Lifetime Success / fin402master.com
FIN 402 Week 3 AssignmentCase Problem 7.2 Doris
Looks at an Auto Issue FOR MORE CLASSES VISIT
www.fin402master.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
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FIN 402 MASTER Lifetime Success / fin402master.com
FIN 402 Week 3 AssignmentCase Problem 8.1 Chris
Looks for a Way to Invest His Wealth FOR MORE
CLASSES VISIT www.fin402master.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
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FIN 402 MASTER Lifetime Success / fin402master.com
FIN 402 Week 3 AssignmentCase Problem 8.2 An
Analysis of a High-Flying Stock FOR MORE CLASSES
VISIT www.fin402master.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.
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FIN 402 MASTER Lifetime Success / fin402master.com
FIN 402 Week 3 AssignmentCase Problem 9.2 Deb
Takes Measure of the Market FOR MORE CLASSES
VISIT www.fin402master.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
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FIN 402 MASTER Lifetime Success / fin402master.com
FIN 402 Week 3 DQ 1 FOR MORE CLASSES
VISIT www.fin402master.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?
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FIN 402 MASTER Lifetime Success / fin402master.com
FIN 402 Week 3 DQ 2 FOR MORE CLASSES
VISIT www.fin402master.com   What is the
relationship between inflation and interest
rates? How does this relationship affect asset
prices? How does the
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FIN 402 MASTER Lifetime Success / fin402master.com

• FIN 402 Week 3 DQ 3
• FOR MORE CLASSES VISIT
• www.fin402master.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 MASTER Lifetime Success / fin402master.com

• FIN 402 Week 3 Individual Assignment CAPM Web
  Exercise
• FOR MORE CLASSES VISIT
• www.fin402master.com
•  
• FIN 402 Week 3 Individual Assignment CAPM Web
  Exercise
• ResourceFundamentals of Investment Management
• Prepare a response to the following assignment

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FIN 402 MASTER Lifetime Success / fin402master.com
FIN 402 Week 3 Weekly Problem Set FOR MORE
CLASSES VISIT www.fin402master.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
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FIN 402 MASTER Lifetime Success / fin402master.com
FIN 402 Week 3 Weekly Question FOR MORE CLASSES
VISIT www.fin402master.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 expe
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FIN 402 MASTER Lifetime Success / fin402master.com
FIN 402 Week 4 Assignment Case Problem 10.1 Max
and Veronica Develop a Bond Investment
Program FOR MORE CLASSES VISIT www.fin402master.
com   Case Problem 10.1 Max and Veronica Develop
a Bond Investment Program Max
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FIN 402 MASTER Lifetime Success / fin402master.com
FIN 402 Week 4 Assignment Case Problem 10.1,
10.2, 11.1, 11.2 FOR MORE CLASSES VISIT
www.fin402master.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 FIN 402 Week 4 Assignment
Case Problem 11.1 The Bond Investment Decisions
of Dave and Marlene Carter FIN 402
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FIN 402 MASTER Lifetime Success / fin402master.com
FIN 402 Week 4 Assignment Case Problem 10.2 The
Case of the Missing Bond Ratings FOR MORE CLASSES
VISIT www.fin402master.com   Case Problem 10.2
The Case of the Missing Bond Ratings Its
probably safe to say that theres nothing more
important in
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FIN 402 MASTER Lifetime Success / fin402master.com
FIN 402 Week 4 Assignment Case Problem 11.1 The
Bond Investment Decisions of Dave and Marlene
Carter FOR MORE CLASSES VISIT www.fin402master.c
om   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 siz
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FIN 402 MASTER Lifetime Success / fin402master.com
FIN 402 Week 4 Assignment Case Problem 11.2 Grace
Decides to Immunize Her Portfolio FOR MORE
CLASSES VISIT www.fin402master.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
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FIN 402 MASTER Lifetime Success / fin402master.com

• FIN 402 Week 4 DQ 1
• FOR MORE CLASSES VISIT
• www.fin402master.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 MASTER Lifetime Success / fin402master.com

• FIN 402 Week 4 DQ 2
• FOR MORE CLASSES VISIT
• www.fin402master.com
•  
• Does international diversification enhance risk
  reduction? Why or why not? What measures may be
  taken to reduce risks of international portfolio
  investing?

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FIN 402 MASTER Lifetime Success / fin402master.com

• FIN 402 Week 4 DQ 3
• FOR MORE CLASSES VISIT
• www.fin402master.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?

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FIN 402 MASTER Lifetime Success / fin402master.com

• FIN 402 Week 4 Individual Assignment Risk and
  Return Tradeoff Memo (2 Papers)
• FOR MORE CLASSES VISIT
• www.fin402master.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
• Complete the Constructing and Managing a
  Portfolio simulation on the student website.

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FIN 402 MASTER Lifetime Success / fin402master.com
FIN 402 Week 4 Learning Team Assignment Risk and
Return Analysis Paper (Portfolio Risk
Analysis) FOR MORE CLASSES VISIT www.fin402master.
com   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 e
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FIN 402 MASTER Lifetime Success / fin402master.com
FIN 402 Week 4 Weekly Problem Set FOR MORE
CLASSES VISIT www.fin402master.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
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FIN 402 MASTER Lifetime Success / fin402master.com

• FIN 402 Week 4 Weekly Question
• FOR MORE CLASSES VISIT
• www.fin402master.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.
• Funds             ARTVX
•             BPAIX

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FIN 402 MASTER Lifetime Success / fin402master.com
FIN 402 Week 5 Assignment Case Problem 14.1 The
Franciscos Investment Options FOR MORE CLASSES
VISIT www.fin402master.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
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FIN 402 MASTER Lifetime Success / fin402master.com
FIN 402 Week 5 Assignment Case Problem 14.1,
14.2, 15.1, 15.2 FOR MORE CLASSES VISIT
www.fin402master.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 FIN 402 Week
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FIN 402 MASTER Lifetime Success / fin402master.com
FIN 402 Week 5 Assignment Case Problem 14.2
Lukes Quandary To Hedge or Not to Hedge FOR
MORE CLASSES VISIT www.fin402master.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. Bec
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FIN 402 MASTER Lifetime Success / fin402master.com
FIN 402 Week 5 Assignment Case Problem 15.1 T.
J.s Fast-Track Investments Interest Rate Futures
FOR MORE CLASSES VISIT www.fin402master.com   C
ase 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
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FIN 402 MASTER Lifetime Success / fin402master.com
FIN 402 Week 5 Assignment Case Problem 15.2 Jim
and Polly Pernelli Try Hedging with Stock Index
Futures FOR MORE CLASSES VISIT
www.fin402master.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 Poll
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FIN 402 MASTER Lifetime Success / fin402master.com
FIN 402 Week 5 Assignment Investment Portfolio
Paper (2 Papers) FOR MORE CLASSES
VISIT www.fin402master.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 Calculate your
portfolios performance using the Sharpe,
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FIN 402 MASTER Lifetime Success / fin402master.com

• FIN 402 Week 5 DQ 1
• FOR MORE CLASSES VISIT
• www.fin402master.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 MASTER Lifetime Success / fin402master.com

• FIN 402 Week 5 DQ 2
• FOR MORE CLASSES VISIT
• www.fin402master.com
•  
• What is an individual retirement account? Is it
  important to have an individual retirement
  account?

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FIN 402 MASTER Lifetime Success / fin402master.com

• FIN 402 Week 5 DQ 3
• FOR MORE CLASSES VISIT
• www.fin402master.com
•  
• What are derivatives? How may they be used to
  manage a portfolio?

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FIN 402 MASTER Lifetime Success / fin402master.com

• FIN 402 Week 5 Individual Assignment Investment
  Enhancement Paper
• FOR MORE CLASSES VISIT
• www.fin402master.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.

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FIN 402 MASTER Lifetime Success / fin402master.com
FIN 402 Week 5 Weekly Problem Set FOR MORE
CLASSES VISIT www.fin402master.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.  2. You purchase one IBM July 120 put
contract for a premium of
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FIN 402 MASTER Lifetime Success / fin402master.com
FIN 402 Week 5 Weekly Questions FOR MORE CLASSES
VISIT www.fin402master.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 MASTER Lifetime Success / fin402master.com