FIN 402 GUIDE Achievement Education--fin402guide.com

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FIN 402 GUIDE Achievement Education--fin402guide.c
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FIN 402 Final Exam Guide FOR MORE CLASSES
VISIT www.fin402guide.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 Week 1 Assignment Capital Markets and
Investment Banking Process Paper FOR MORE CLASSES
VISIT www.fin402guide.com   FIN402 Week 1
Assignment Capital Markets and Investment Banking
Process Paper
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FIN 402 Week 1 Assignment Case Problem 1.2
Preparing Carolyn Bowens Investment Plan FOR
MORE CLASSES VISIT www.fin402guide.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 in good health, lives
alone, and has two grown
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FIN 402 GUIDE Achievement Education--fin402guide.c
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FIN 402 Week 1 Assignment Case Problem 1.2, 2.1,
2.2, 3.1, 12.1 FOR MORE CLASSES
VISIT www.fin402guide.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 1 Assignment Case Problem 2.2 Ravi
Dumars High-Flying Margin Account FIN 402
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FIN 402 Week 1 Assignment Case Problem 2.1Daras
Dilemma What to Buy? FOR MORE CLASSES
VISIT www.fin402guide.com   Case Problem
2.1Daras Dilemma What to Buy? Dara Simmons, a
40-year-old financial analyst and divorced mother
of two teenage
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FIN 402 GUIDE Achievement Education--fin402guide.c
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FIN 402 Week 1 Assignment Case Problem 2.2 Ravi
Dumars High-Flying Margin Account FOR MORE
CLASSES VISIT www.fin402guide.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 market is to follow an
aggressive
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FIN 402 GUIDE Achievement Education--fin402guide.c
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FIN 402 Week 1 Assignment Case Problem 3.1 The
Perezes Good Fortune FOR MORE CLASSES
VISIT www.fin402guide.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
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FIN 402 GUIDE Achievement Education--fin402guide.c
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FIN 402 Week 1 Assignment Case Problem 12.1
Reverend Mark Thomas Ponders Mutual Funds FOR
MORE CLASSES VISIT www.fin402guide.com   Case
Problem 12.1 Reverend Mark Thomas Ponders Mutual
Funds The Reverend Mark Thomas is the minister of
a church in the San
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FIN 402 Week 1 DQ 1 FOR MORE CLASSES
VISIT www.fin402guide.com   What are capital
market instruments? How are they used? Which is
most important? Explain your answer.
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FIN 402 Week 1 DQ 2 FOR MORE CLASSES
VISIT www.fin402guide.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.fin402guide.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 GUIDE Achievement Education--fin402guide.c
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FIN 402 Week 1 Individual Problem Set FOR MORE
CLASSES VISIT www.fin402guide.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.
Creating prices for securities and allowing for
liquidity are functions of
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FIN 402 GUIDE Achievement Education--fin402guide.c
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FIN 402 Week 1 Individual Weekly Question FOR
MORE CLASSES VISIT www.fin402guide.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.fin402guide.com   FIN402
Week 2 Assignment Asset Classes Paper
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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.fin402guide.com  
Case Problem 2.1 Traditional Versus Modern
Portfolio Theory Whos Right? Walt Davies and
Shane OBrien are district managers for
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FIN 402 GUIDE Achievement Education--fin402guide.c
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FIN 402 Week 2 Assignment Case Problem 4.1
Coatess Decision FOR MORE CLASSES
VISIT www.fin402guide.com   Case Problem 4.1
Coatess Decision On January 1, 2017, Dave
Coates, a 23-year-old mathematics teacher at
Xavier High School,
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FIN 402 GUIDE Achievement Education--fin402guide.c
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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.fin402guide.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 Traditional Versus Modern Portfolio
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FIN 402 GUIDE Achievement Education--fin402guide.c
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FIN 402 Week 2 Assignment Case Problem 4.2 The
Risk-Return Tradeoff Molly ORourkes Stock
Purchase Decision FOR MORE CLASSES
VISIT www.fin402guide.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
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FIN 402 GUIDE Achievement Education--fin402guide.c
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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.fin402guide.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
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FIN 402 GUIDE Achievement Education--fin402guide.c
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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.fin402guide.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 with a balance between
current income and capital appreciation. Rather
than acquire
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FIN 402 GUIDE Achievement Education--fin402guide.c
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FIN 402 Week 2 DQ 1 FOR MORE CLASSES
VISIT www.fin402guide.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.fin402guide.com   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 Week 2 DQ 3 FOR MORE CLASSES
VISIT www.fin402guide.com   What are different
ratio categories? Which category is most
important to bondholders? Why? Which category is
most important to
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FIN 402 GUIDE Achievement Education--fin402guide.c
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FIN 402 Week 2 Learning Team Assignment Portfolio
Selection Paper (2 Papers) FOR MORE CLASSES
VISIT www.fin402guide.com   Resources Electronic
Reserve Readings, Internet, University
Library Select one publicly traded bond.
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FIN 402 GUIDE Achievement Education--fin402guide.c
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FIN 402 Week 2 Weekly Problem Set FOR MORE
CLASSES VISIT www.fin402guide.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
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FIN 402 GUIDE Achievement Education--fin402guide.c
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FIN 402 Week 2 Weekly Question FOR MORE CLASSES
VISIT www.fin402guide.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 GUIDE Achievement Education--fin402guide.c
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FIN 402 Week 3 Assignment Case Problem 6.1 Sara
Decides to Take the Plunge FOR MORE CLASSES
VISIT www.fin402guide.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 and
hard
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FIN 402 GUIDE Achievement Education--fin402guide.c
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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.fin402guide.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 Wally
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FIN 402 GUIDE Achievement Education--fin402guide.c
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FIN 402 Week 3 Assignment Case Problem 6.2 Wally
Wonders Whether Theres a Place for Dividends FOR
MORE CLASSES VISIT www.fin402guide.com   Case
Problem 6.2 Wally Wonders Whether Theres a Place
for Dividends Wally Wilson is a commercial artist
who makes a good living
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FIN 402 Week 3 Assignment Case Problem 7.2 Doris
Looks at an Auto Issue FOR MORE CLASSES
VISIT www.fin402guide.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
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FIN 402 GUIDE Achievement Education--fin402guide.c
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FIN 402 Week 3 Assignment Case Problem 8.1 Chris
Looks for a Way to Invest His Wealth FOR MORE
CLASSES VISIT www.fin402guide.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-
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FIN 402 GUIDE Achievement Education--fin402guide.c
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FIN 402 Week 3 Assignment Relative Performance
Paper FOR MORE CLASSES VISIT www.fin402guide.com  
FIN 402 Week 3 Assignment Relative Performance
Paper
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FIN 402 Week 3 AssignmentCase Problem 7.1 Some
Financial Ratios Are Real Eye-Openers FOR MORE
CLASSES VISIT www.fin402guide.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, which, he believes, is due to the
fact that he
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FIN 402 GUIDE Achievement Education--fin402guide.c
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FIN 402 Week 3 AssignmentCase Problem 8.2 An
Analysis of a High-Flying Stock FOR MORE CLASSES
VISIT www.fin402guide.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,
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FIN 402 GUIDE Achievement Education--fin402guide.c
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FIN 402 Week 3 AssignmentCase Problem 9.2 Deb
Takes Measure of the Market FOR MORE CLASSES
VISIT www.fin402guide.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 because she
was not sure what to do with it. Since then,
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FIN 402 GUIDE Achievement Education--fin402guide.c
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FIN 402 Week 3 DQ 1 FOR MORE CLASSES
VISIT www.fin402guide.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 GUIDE Achievement Education--fin402guide.c
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FIN 402 Week 3 DQ 2 FOR MORE CLASSES
VISIT www.fin402guide.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 Week 3 DQ 3 FOR MORE CLASSES
VISIT www.fin402guide.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 GUIDE Achievement Education--fin402guide.c
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FIN 402 Week 3 Individual Assignment CAPM Web
Exercise FOR MORE CLASSES VISIT www.fin402guide.co
m   FIN 402 Week 3 Individual Assignment CAPM Web
Exercise
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FIN 402 GUIDE Achievement Education--fin402guide.c
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FIN 402 Week 3 Weekly Problem Set FOR MORE
CLASSES VISIT www.fin402guide.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
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FIN 402 GUIDE Achievement Education--fin402guide.c
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FIN 402 Week 3 Weekly Question FOR MORE CLASSES
VISIT www.fin402guide.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 4 Assignment Case Problem 10.1 Max
and Veronica Develop a Bond Investment
Program FOR MORE CLASSES VISIT www.fin402guide.com
  Case Problem 10.1 Max and Veronica Develop a
Bond Investment Program Max and Veronica Shuman,
along with their teenage sons,
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FIN 402 GUIDE Achievement Education--fin402guide.c
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FIN 402 Week 4 Assignment Case Problem 10.1,
10.2, 11.1, 11.2 FOR MORE CLASSES
VISIT www.fin402guide.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
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FIN 402 GUIDE Achievement Education--fin402guide.c
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FIN 402 Week 4 Assignment Case Problem 10.2 The
Case of the Missing Bond Ratings FOR MORE CLASSES
VISIT www.fin402guide.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 of the company issuing the bond. Just as
financial ratios can
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FIN 402 GUIDE Achievement Education--fin402guide.c
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FIN 402 Week 4 Assignment Case Problem 11.1 The
Bond Investment Decisions of Dave and Marlene
Carter FOR MORE CLASSES VISIT www.fin402guide.com
  Case Problem 11.1 The Bond Investment
Decisions of Dave and Marlene Carter Dave and
Marlene Carter live in the Boston area, where
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FIN 402 GUIDE Achievement Education--fin402guide.c
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FIN 402 Week 4 Assignment Case Problem 11.2 Grace
Decides to Immunize Her Portfolio FOR MORE
CLASSES VISIT www.fin402guide.com   Case Problem
11.2 Grace Decides to Immunize Her Portfolio
Grace Hesketh is the owner of an extremely
successful dress boutique in
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FIN 402 GUIDE Achievement Education--fin402guide.c
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FIN 402 Week 4 DQ 1 FOR MORE CLASSES
VISIT www.fin402guide.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 Week 4 DQ 2 FOR MORE CLASSES
VISIT www.fin402guide.com   Does international
diversification enhance risk reduction? Why or
why not? What measures may be taken to reduce
risks of international
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FIN 402 GUIDE Achievement Education--fin402guide.c
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FIN 402 Week 4 DQ 3 FOR MORE CLASSES
VISIT www.fin402guide.com   What are unique risks
associated with foreign investments? How might an
investor protect his or her portfolio against
such risks? Is it
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FIN 402 GUIDE Achievement Education--fin402guide.c
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FIN 402 Week 4 Individual Assignment Risk and
Return Tradeoff Memo (2 Papers) FOR MORE CLASSES
VISIT www.fin402guide.com   FIN 402 Week 4
Individual Assignment Risk and Return Tradeoff
Memo
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FIN 402 GUIDE Achievement Education--fin402guide.c
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FIN 402 Week 4 Learning Team Assignment Risk and
Return Analysis Paper (Portfolio Risk
Analysis) FOR MORE CLASSES VISIT www.fin402guide.c
om   FIN 402 Week 4 Learning Team Assignment Risk
and Return Analysis Paper
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FIN 402 GUIDE Achievement Education--fin402guide.c
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FIN 402 Week 4 Weekly Problem Set FOR MORE
CLASSES VISIT www.fin402guide.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 GUIDE Achievement Education--fin402guide.c
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FIN 402 Week 4 Weekly Question FOR MORE CLASSES
VISIT www.fin402guide.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 GUIDE Achievement Education--fin402guide.c
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FIN 402 Week 5 Assignment Case Problem 14.1 The
Franciscos Investment Options FOR MORE CLASSES
VISIT www.fin402guide.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 is self-employed, Hector is building his own
retirement
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FIN 402 GUIDE Achievement Education--fin402guide.c
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FIN 402 Week 5 Assignment Case Problem 14.1,
14.2, 15.1, 15.2 FOR MORE CLASSES
VISIT www.fin402guide.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 5 Assignment Case Problem 15.1
T. J.s Fast-Track Investments Interest Rate
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FIN 402 GUIDE Achievement Education--fin402guide.c
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FIN 402 Week 5 Assignment Case Problem 14.2
Lukes Quandary To Hedge or Not to Hedge FOR
MORE CLASSES VISIT www.fin402guide.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 has risen to 75 per share. It
is now near the end
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FIN 402 GUIDE Achievement Education--fin402guide.c
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FIN 402 Week 5 Assignment Case Problem 15.1 T.
J.s Fast-Track Investments Interest Rate
Futures FOR MORE CLASSES VISIT www.fin402guide.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,
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FIN 402 GUIDE Achievement Education--fin402guide.c
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FIN 402 Week 5 Assignment Case Problem 15.2 Jim
and Polly Pernelli Try Hedging with Stock Index
Futures FOR MORE CLASSES VISIT www.fin402guide.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.
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FIN 402 GUIDE Achievement Education--fin402guide.c
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FIN 402 Week 5 Assignment Investment Portfolio
Paper (2 Papers) FOR MORE CLASSES
VISIT www.fin402guide.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 GUIDE Achievement Education--fin402guide.c
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FIN 402 Week 5 DQ 1 FOR MORE CLASSES
VISIT www.fin402guide.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 Week 5 DQ 2 FOR MORE CLASSES
VISIT www.fin402guide.com   What is an individual
retirement account? Is it important to have an
individual retirement account?
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FIN 402 GUIDE Achievement Education--fin402guide.c
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FIN 402 Week 5 DQ 3 FOR MORE CLASSES
VISIT www.fin402guide.com   What are derivatives?
How may they be used to manage a portfolio?
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FIN 402 GUIDE Achievement Education--fin402guide.c
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FIN 402 Week 5 Weekly Problem Set FOR MORE
CLASSES VISIT www.fin402guide.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.
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FIN 402 GUIDE Achievement Education--fin402guide.c
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FIN 402 Week 5 Individual Assignment Investment
Enhancement Paper FOR MORE CLASSES
VISIT www.fin402guide.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 GUIDE Achievement Education--fin402guide.c
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FIN 402 Week 5 Weekly Questions FOR MORE CLASSES
VISIT www.fin402guide.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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