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Title: FIN 402 GUIDE Logical Brains / fin402guide.com


1
FIN 402 GUIDE Logical Brains / fin402guide.com
2
FIN 402 GUIDE Logical Brains
FIN 402 Final Exam Guide FOR MORE CLASSES
VISIT www.fin402guide.com     FIN 402 Investment
Fundamentals and Portfolio Management Final Exam
Guide
3
FIN 402 GUIDE Logical Brains
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
4
FIN 402 GUIDE Logical Brains
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
5
FIN 402 GUIDE Logical Brains
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
6
FIN 402 GUIDE Logical Brains
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
7
FIN 402 GUIDE Logical Brains
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,
8
FIN 402 GUIDE Logical Brains
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 running the business
9
FIN 402 GUIDE Logical Brains
 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 Diego area.
10
FIN 402 GUIDE Logical Brains
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.
11
FIN 402 GUIDE Logical Brains
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?
12
FIN 402 GUIDE Logical Brains
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?
13
FIN 402 GUIDE Logical Brains
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.
14
FIN 402 GUIDE Logical Brains
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.
15
FIN 402 GUIDE Logical Brains
FIN 402 Week 2 Assignment Asset Classes Paper
FOR MORE CLASSES VISIT www.fin402guide.com   FIN4
02 Week 2 Assignment Asset Classes Paper
16
FIN 402 GUIDE Logical Brains
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 Lee, Inc.
17
FIN 402 GUIDE Logical Brains
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, received a tax refund of
1,100
18
FIN 402 GUIDE Logical Brains
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
19
FIN 402 GUIDE Logical Brains
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,
20
FIN 402 GUIDE Logical Brains
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?
21
FIN 402 GUIDE Logical Brains
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
22
FIN 402 GUIDE Logical Brains
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?
23
FIN 402 GUIDE Logical Brains
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?
24
FIN 402 GUIDE Logical Brains
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 stockholders? Why?
25
FIN 402 GUIDE Logical Brains
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.
26
FIN 402 GUIDE Logical Brains
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.
27
FIN 402 GUIDE Logical Brains
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.
28
FIN 402 GUIDE Logical Brains
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,
29
FIN 402 GUIDE Logical Brains
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.
30
FIN 402 GUIDE Logical Brains
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 Wonders Whether Theres a Place for
Dividends FIN 402 Week 3 Assignment Case Problem
7.1
31
FIN 402 GUIDE Logical Brains
FIN 402 Week 3 Assignment Case Problem 6.2 Wally
Wonders Whether Theres a Place for Dividends
FOR MORE CLASSES VISIT www.fin402guide.com     Ca
se 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
32
FIN 402 GUIDE Logical Brains
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.
33
FIN 402 GUIDE Logical Brains
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.
34
FIN 402 GUIDE Logical Brains
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.
35
FIN 402 GUIDE Logical Brains
FIN 402 Week 3 Assignment Relative Performance
Paper FOR MORE CLASSES VISIT www.fin402guide.com
    FIN 402 Week 3 Assignment Relative
Performance Paper
36
FIN 402 GUIDE Logical Brains
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.
37
FIN 402 GUIDE Logical Brains
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,
38
FIN 402 GUIDE Logical Brains
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..
39
FIN 402 GUIDE Logical Brains
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?
40
FIN 402 GUIDE Logical Brains
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 unemployment rate affect
interest rates?
41
FIN 402 GUIDE Logical Brains
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?
42
FIN 402 GUIDE Logical Brains
FIN 402 Week 3 Individual Assignment CAPM Web
Exercise FOR MORE CLASSES VISIT www.fin402guide.
com   FIN 402 Week 3 Individual Assignment CAPM
Web Exercise ResourceFundamentals of Investment
Management
43
FIN 402 GUIDE Logical Brains
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
44
FIN 402 GUIDE Logical Brains
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.
45
FIN 402 GUIDE Logical Brains
FIN 402 Week 4 Assignment Case Problem 10.1 Max
and Veronica Develop a Bond Investment Program
FOR MORE CLASSES VISIT www.fin402guide.com    Cas
e 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.
46
FIN 402 GUIDE Logical Brains
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
47
FIN 402 GUIDE Logical Brains
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
48
FIN 402 GUIDE Logical Brains
FIN 402 Week 4 Assignment Case Problem 11.1 The
Bond Investment Decisions of Dave and Marlene
Carter FOR MORE CLASSES VISIT www.fin402guide.co
m 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.
49
FIN 402 GUIDE Logical Brains
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 downtown
Chicago.
50
FIN 402 GUIDE Logical Brains
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?
51
FIN 402 GUIDE Logical Brains
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 portfolio investing?
52
FIN 402 GUIDE Logical Brains
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 possible to protect a portfolio
from all risk?
53
FIN 402 GUIDE Logical Brains
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
54
FIN 402 GUIDE Logical Brains
FIN 402 Week 4 Learning Team Assignment Risk and
Return Analysis Paper (Portfolio Risk Analysis)
FOR MORE CLASSES VISIT www.fin402guide.com   FIN
402 Week 4 Learning Team Assignment Risk and
Return Analysis Paper
55
FIN 402 GUIDE Logical Brains
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.
56
FIN 402 GUIDE Logical Brains
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.
57
FIN 402 GUIDE Logical Brains
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
58
FIN 402 GUIDE Logical Brains
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
59
FIN 402 GUIDE Logical Brains
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
60
FIN 402 GUIDE Logical Brains
FIN 402 Week 5 Assignment Case Problem 15.1 T.
J.s Fast-Track Investments Interest Rate
Futures FOR MORE CLASSES VISIT www.fin402guide.c
om     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,
61
FIN 402 GUIDE Logical Brains
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.c
om   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
62
FIN 402 GUIDE Logical Brains
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.c
om   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
63
FIN 402 GUIDE Logical Brains
FIN 402 Week 5 Assignment Investment Portfolio
Paper (2 Papers) FOR MORE CLASSES
VISIT www.fin402guide.com   This tutorial
contains 2 Different Papers
64
FIN 402 GUIDE Logical Brains
FIN 402 Week 5 Assignment Investment Portfolio
Paper (2 Papers) FOR MORE CLASSES
VISIT www.fin402guide.com   This tutorial
contains 2 Different Papers
65
FIN 402 GUIDE Logical Brains
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?
66
FIN 402 GUIDE Logical Brains
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?
67
FIN 402 GUIDE Logical Brains / fin402guide.com
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