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FIN 402 Slingshot Academy / fin402master.com

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For more classes visit www.snaptutorial.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 Slingshot Academy / fin402master.com


1
FIN 402 Course Experience Tradition /
snaptutorial.com
Fore more Courses
www.snaptutorial.com
2
FIN 402 Course Experience Tradition /
snaptutorial.com
FIN 402 Week 1 Assignment Capital Markets and
Investment Banking Process Paper
FIN 402 Final Exam Guide
  • 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.
  • FIN402 Week 1 Assignment Capital Markets and
    Investment Banking Process Paper

3
FIN 402 Course Experience Tradition /
snaptutorial.com
FIN 402 Week 1 Assignment Case Problem 1.2, 2.1,
2.2, 3.1, 12.1
FIN 402 Week 1 Assignment Case Problem 1.2
Preparing Carolyn Bowens Investment Plan
  • 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
  • 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

4
FIN 402 Course Experience Tradition /
snaptutorial.com
FIN 402 Week 1 Assignment Case Problem 2.2 Ravi
Dumars High-Flying Margin Account
FIN 402 Week 1 Assignment Case Problem 2.1 Daras
Dilemma What to Buy?
  • 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 investment posturefor
    example, to use margin trading

Case Problem 2.1 Daras 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 portfolio
considerably over the past five years.
5
FIN 402 Course Experience Tradition /
snaptutorial.com
FIN 402 Week 1 Assignment Case Problem 12.1
Reverend Mark Thomas Ponders Mutual Funds
FIN 402 Week 1 Assignment Case Problem 3.1 The
Perezes Good Fortune
  • 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.
  • 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
    nearly three years. Angel, a retired professional
    pool shooter, saved for nearly 10 years to buy
    this business

6
FIN 402 Course Experience Tradition /
snaptutorial.com
FIN 402 Week 1 DQ 2
FIN 402 Week 1 DQ 1
  • What is an asset class? How are asset classes
    selected? What factors affect the selection?
  • What are capital market instruments? How are they
    used? Which is most important? Explain your
    answer.

7
FIN 402 Course Experience Tradition /
snaptutorial.com
FIN 402 Week 1 Individual Problem Set
FIN 402 Week 1 DQ 3
  • 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
  • What is a derivative? What are the different
    types of derivatives? How do businesses use
    derivatives to mitigate risks?

8
FIN 402 Course Experience Tradition /
snaptutorial.com
FIN 402 Week 2 Assignment Asset Classes Paper
FIN 402 Week 1 Individual Weekly Question
  • FIN402 Week 2 Assignment Asset Classes Paper
  • 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.

9
FIN 402 Course Experience Tradition /
snaptutorial.com
FIN 402 Week 2 Assignment Case Problem 4.1
Coatess Decision
FIN 402 Week 2 Assignment Case Problem 2.1
Traditional Versus Modern Portfolio Theory Whos
Right
  • 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.
  • Case Problem 2.1 Traditional Versus Modern
    Portfolio Theory Whos Right?
  • Walt Davies and Shane OBrien are district
    managers for Lee, Inc. Over the years, as they
    moved through the firms sales organization, they
    became (and still remain) close friends.

10
FIN 402 Course Experience Tradition /
snaptutorial.com
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 4.1, 4.2,
2.1, 5.2, 13.1 (Part a,b,c,d)
  • 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.
  •  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 Theory Whos
    Right

11
FIN 402 Course Experience Tradition /
snaptutorial.com
FIN 402 Week 2 Assignment Case Problem 13.1
Assessing the Stalcheckss Portfolio Performance
(Part a,b,c,d)
FIN 402 Week 2 Assignment Case Problem 5.2 Susan
Lussiers Inherited Portfolio Does It Meet Her
Needs
  • 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 mutual fund shares or diversify
    within a given class of investments
  • 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.

12
FIN 402 Course Experience Tradition /
snaptutorial.com
FIN 402 Week 2 DQ 2
FIN 402 Week 2 DQ 1
  • What are different ratio categories? Which
    category is most important to bondholders? Why?
    Which category is most important to stockholders?
    Why?
  • What are liquidity ratios? Why are they
    important? How may an investor use liquidity
    ratios when making investment decisions?

13
FIN 402 Course Experience Tradition /
snaptutorial.com
FIN 402 Week 2 Learning Team Assignment Portfolio
Selection Paper (2 Papers)
FIN 402 Week 2 DQ 3
  • 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.
  • What is the CAPM? Are CAPM assumptions realistic?
    Why or why not?

14
FIN 402 Course Experience Tradition /
snaptutorial.com
FIN 402 Week 2 Weekly Question
FIN 402 Week 2 Weekly Problem Set
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. a. Proctor
Gamble (PG) b. Microsoft (MSFT) c.
Macys (M)
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.
15
FIN 402 Course Experience Tradition /
snaptutorial.com
FIN 402 Week 3 Assignment Case Problem 6.1, 6.2,
7.1, 7.2, 8.1, 8.2, 9.2
FIN 402 Week 3 Assignment Case Problem 6.1 Sara
Decides to Take the Plunge
  • 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
    Wonders Whether Theres a Place for Dividends
  • FIN 402 Week 3 Assignment Case Problem 7.1 Some
    Financial Ratios Are Real Eye-Openers
  • 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 to be successful,
    but she never imagined anything like this.

16
FIN 402 Course Experience Tradition /
snaptutorial.com
FIN 402 Week 3 Assignment Case Problem 7.1 Some
Financial Ratios Are Real Eye-Openers
FIN 402 Week 3 Assignment Case Problem 6.2 Wally
Wonders Whether Theres a Place for Dividends
  • 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 thoroughly evaluates each stock he
    invests in.
  • 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 workmostly
    layouts and illustrations

17
FIN 402 Course Experience Tradition /
snaptutorial.com
FIN 402 Week 3 Assignment Case Problem 8.1 Chris
Looks for a Way to Invest His Wealth
FIN 402 Week 3 Assignment Case Problem 7.2 Doris
Looks at an Auto Issue
  • 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
  • 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

18
FIN 402 Course Experience Tradition /
snaptutorial.com
FIN 402 Week 3 Assignment Case Problem 9.2 Deb
Takes Measure of the Market
FIN 402 Week 3 Assignment Case Problem 8.2 An
Analysis of a High-Flying Stock
  • 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.
  • 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, however, she has taken a
    course in investments at the local university.

19
FIN 402 Course Experience Tradition /
snaptutorial.com
FIN 402 Week 3 DQ 1
FIN 402 Week 3 Assignment Relative Performance
Paper
  • FIN 402 Week 3 Assignment Relative Performance
    Paper
  • 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?

20
FIN 402 Course Experience Tradition /
snaptutorial.com
FIN 402 Week 3 DQ 3
FIN 402 Week 3 DQ 2
  • What is the relationship between inflation and
    interest rates? How does this relationship affect
    asset prices? How does the unemployment rate
    affect interest rates?
  • What factors must be taken into consideration
    when creating an investment portfolio? How must a
    portfolios components be weighted?

21
FIN 402 Course Experience Tradition /
snaptutorial.com
FIN 402 Week 3 Weekly Problem Set
FIN 402 Week 3 Individual Assignment CAPM Web
Exercise
  • 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.
  • 1. Which of the following are assumptions of the
    simple CAPM model?
  • FIN 402 Week 3 Individual Assignment CAPM Web
    Exercise
  • ResourceFundamentals of Investment Management
  • Prepare a response to the following assignment
  • Web Exercise (Ch. 21) of Fundamentals of
    Investment Management, including calculations for
    each organization listed in Step 9

22
FIN 402 Course Experience Tradition /
snaptutorial.com
FIN 402 Week 4 Assignment Case Problem 10.1 Max
and Veronica Develop a Bond Investment Program
FIN 402 Week 3 Weekly Question
  • 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
  • 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.

23
FIN 402 Course Experience Tradition /
snaptutorial.com
FIN 402 Week 4 Assignment Case Problem 10.2 The
Case of the Missing Bond Ratings
FIN 402 Week 4 Assignment Case Problem 10.1,
10.2, 11.1, 11.2
  • 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
  • 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 be used in the
    analysis of common stocks, they can also be used
    in the analysis of bonds

24
FIN 402 Course Experience Tradition /
snaptutorial.com
FIN 402 Week 4 Assignment Case Problem 11.2 Grace
Decides to Immunize Her Portfolio
FIN 402 Week 4 Assignment Case Problem 11.1 The
Bond Investment Decisions of Dave and Marlene
Carter
  • 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 and have always had
    a major portion of their investments in
    fixed-income securities
  • 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 interested in investments,
    particularly bonds and other fixed-income
    securities.

25
FIN 402 Course Experience Tradition /
snaptutorial.com
FIN 402 Week 4 DQ 2
FIN 402 Week 4 DQ 1
  • What are examples of active and passive portfolio
    management techniques? Why would a portfolio
    manager pursue active instead of passive
    techniques?
  • Does international diversification enhance risk
    reduction? Why or why not? What measures may be
    taken to reduce risks of international portfolio
    investing?

26
FIN 402 Course Experience Tradition /
snaptutorial.com
FIN 402 Week 4 Individual Assignment Risk and
Return Tradeoff Memo (2 Papers)
FIN 402 Week 4 DQ 3
  • 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?
  • 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

27
FIN 402 Course Experience Tradition /
snaptutorial.com
FIN 402 Week 4 Weekly Problem Set
FIN 402 Week 4 Learning Team Assignment Risk and
Return Analysis Paper (Portfolio Risk Analysis)
  • 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.
  • 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.

28
FIN 402 Course Experience Tradition /
snaptutorial.com
FIN 402 Week 5 Assignment Case Problem 14.1 The
Franciscos Investment Options
FIN 402 Week 4 Weekly Question
  • 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
  • BOSOX
  • MFCFX
  • 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 fund.

29
FIN 402 Course Experience Tradition /
snaptutorial.com
FIN 402 Week 5 Assignment Case Problem 14.2
Lukes Quandary To Hedge or Not to Hedge
FIN 402 Week 5 Assignment Case Problem 14.1,
14.2, 15.1, 15.2
  • 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 Futures
  • 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.

30
FIN 402 Course Experience Tradition /
snaptutorial.com
FIN 402 Week 5 Assignment Case Problem 15.2 Jim
and Polly Pernelli Try Hedging with Stock Index
Futures
FIN 402 Week 5 Assignment Case Problem 15.1 T.
J.s Fast-Track Investments Interest Rate Futures
  • 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
  • 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 and hold high-paying
    jobs

31
FIN 402 Course Experience Tradition /
snaptutorial.com
FIN 402 Week 5 DQ 1
FIN 402 Week 5 Assignment Investment Portfolio
Paper (2 Papers)
  • 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.
  • What are different types of alternative
    investment vehicles? Which is preferable? What
    factors could affect the choice of such a vehicle?

32
FIN 402 Course Experience Tradition /
snaptutorial.com
FIN 402 Week 5 DQ 3
FIN 402 Week 5 DQ 2
  • What is an individual retirement account? Is it
    important to have an individual retirement
    account?
  • What are derivatives? How may they be used to
    manage a portfolio?

33
FIN 402 Course Experience Tradition /
snaptutorial.com
FIN 402 Week 5 Weekly Problem Set
FIN 402 Week 5 Individual Assignment Investment
Enhancement Paper
  • 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 5. You hold the option until the
    expiration date when IBM stock sells for 123 per
    share.
  • 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.

34
FIN 402 Course Experience Tradition /
snaptutorial.com
FIN 402 Week 5 Weekly Questions
  • 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.

35
FIN 402 Course Experience Tradition /
snaptutorial.com
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