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FIN 402 course Teaching Resources/snaptutorial.com

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For more classes visit www.snaptutorial.com FIN 402 Week 1 Assignment Capital Markets and Investment Banking Process Paper FIN 402 Week 1 DQ 1 FIN 402 Week 1 DQ 2 FIN 402 Week 1 DQ 3 FIN 402 Week 2 Learning Team Assignment Portfolio Selection Paper FIN 402 Week 2 Assignment Asset Classes Paper FIN 402 Week 2 DQ 1 FIN 402 Week 2 DQ 2 FIN 402 Week 2 DQ 3 FIN 402 Week 3 Individual Assignment CAPM Web Exercise FIN 402 Week 3 Assignment Relative Performance Paper FIN 402 Week 3 DQ 1 – PowerPoint PPT presentation

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Title: FIN 402 course Teaching Resources/snaptutorial.com


1
FIN 402 course Teaching Resources/snaptutorial.com
The Best way to predict the Future is to create
it.....To Best way....
www.snaptutorial.com
2
FIN 402 course Teaching Resources/snaptutorial.com
FIN 402 Entire Course For more classes
visit www.snaptutorial.com     FIN 402 Week 1
Assignment Capital Markets and Investment Banking
Process Paper FIN 402 Week 1 DQ 1 FIN 402 Week 1
DQ 2 FIN 402 Week 1 DQ 3 FIN 402 Week 2 Learning
Team Assignment Portfoli
3
FIN 402 course Teaching Resources/snaptutorial.com
FIN 402 Final Exam Guide 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. 2.___
___ Free cash flow Cash flow from operation
4
FIN 402 course Teaching Resources/snaptutorial.com
FIN 402 Week 1 Assignment Capital Markets and
Investment Banking Process Paper   For more
classes visit www.snaptutorial.com FIN402 Week 1
Assignment Capital Markets and Investment Banking
Process Paper
5
FIN 402 course Teaching Resources/snaptutorial.com
FIN 402 Week 1 Assignment Case Problem 1.2
Preparing Carolyn Bowens Investment Plan For
more classes visit www.snaptutorial.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 children. A few months
ago her husband died, leaving her with only their
home and the proceeds from a 75,000 life
insurance policy. After she paid medical and
funeral expens
6
FIN 402 course Teaching Resources/snaptutorial.com
FIN 402 Week 1 Assignment Case Problem 1.2, 2.1,
2.2, 3.1, 12.1 For more classes
visit www.snaptutorial.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
7
FIN 402 course Teaching Resources/snaptutorial.com
FIN 402 Week 1 Assignment Case Problem 2.1 Daras
Dilemma What to Buy? For more classes
visit www.snaptutorial.com   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.
Although she has been fairly conservative with h
8
FIN 402 course Teaching Resources/snaptutorial.com
FIN 402 Week 1 Assignment Case Problem 2.2 Ravi
Dumars High-Flying Margin Account For more
classes visit www.snaptutorial.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 investment posturefor
9
FIN 402 course Teaching Resources/snaptutorial.com
FIN 402 Week 1 Assignment Case Problem 3.1 The
Perezes Good Fortune For more classes
visit www.snaptutorial.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 nearly three years. Angel, a retired
professional pool shooter, saved for nearly 10
years to buy this business, which he and his wife
own free and clear. The income from the pool hall
is adequate to allow Angel, Marie, and their
children, Mary (age 10) and José (age 4), to live
comfortably. Although he lacks formal education
beyond the 10th grad
10
FIN 402 course Teaching Resources/snaptutorial.com
FIN 402 Week 1 Assignment Case Problem 12.1
Reverend Mark Thomas Ponders Mutual Funds For
more classes visit www.snaptutorial.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.
Becau
11
FIN 402 course Teaching Resources/snaptutorial.com
FIN 402 Week 1 DQ 1 For more classes
visit www.snaptutorial.com   What are capital
market instruments? How are they
usssssssssssssssssssssssssss
12
FIN 402 course Teaching Resources/snaptutorial.com
FIN 402 Week 1 DQ 3 For more classes
visit www.snaptutorial.com   What is a
derivative? What are the different types of
derivatives? How do businesses use derivatives to
mitigate risks?  
13
FIN 402 course Teaching Resources/snaptutorial.com
FIN 402 Week 1 Individual Problem Set For more
classes visit www.snaptutorial.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 2. Which of the
following best describes
14
FIN 402 course Teaching Resources/snaptutorial.com
FIN 402 Week 1 Individual Weekly Question For
more classes visit www.snaptutorial.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.
15
FIN 402 course Teaching Resources/snaptutorial.com
FIN 402 Week 2 Assignment Asset Classes Paper For
more classes visit www.snaptutorial.com   FIN402
Week 2 Assignment Asset Classes Paper  
16
FIN 402 course Teaching Resources/snaptutorial.com
FIN 402 Week 2 Assignment Case Problem 2.1
Traditional Versus Modern Portfolio Theory Whos
Right For more classes visit www.snaptutorial.com
  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. Walt, who is 33 years old,
currently lives in Princeton, New Jersey. Shane, w
17
FIN 402 course Teaching Resources/snaptutorial.com
FIN 402 Week 2 Assignment Case Problem 4.1
Coatess Decision For more classes
visit www.snaptutorial.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
alternative investments costing no more than
1,100, Dave isolated two that seemed most
suitable to his needs.
18
FIN 402 course Teaching Resources/snaptutorial.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 classes
visit www.snaptutorial.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
Theory Whos Right FIN 402 Week 2 Assignment Case
19
FIN 402 course Teaching Resources/snaptutorial.com
FIN 402 Week 2 Assignment Case Problem 4.2 The
Risk-Return Tradeoff Molly ORourkes Stock
Purchase Decision For more classes
visit www.snaptutorial.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
20
FIN 402 course Teaching Resources/snaptutorial.com
FIN 402 Week 2 Assignment Case Problem 5.2 Susan
Lussiers Inherited Portfolio Does It Meet Her
Needs For more classes visit www.snaptutorial.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 exploration company. She
earns nearly 135,000 a year from her salary and
from participation in the companys drilling
activities. An expert on oil and gas taxation,
she is not worried about job securityshe is
content with her income and finds it adequate to
allow her to buy and do whatever she wishes. Her
current philosophy is to live each day to its
fullest, not
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FIN 402 course Teaching Resources/snaptutorial.com
FIN 402 Week 2 Assignment Case Problem 13.1
Assessing the Stalcheckss Portfolio Performance
(Part a,b,c,d) For more classes
visit www.snaptutorial.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 mutual fund shares or
22
FIN 402 course Teaching Resources/snaptutorial.com
FIN 402 Week 2 DQ 1   For more classes
visit www.snaptutorial.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 course Teaching Resources/snaptutorial.com
FIN 402 Week 2 DQ 2 For more classes
visit www.snaptutorial.com   What are liquidity
ratios? Why are they important? How may an
investor use liquidity ratios when making
investment decisions?
24
FIN 402 course Teaching Resources/snaptutorial.com
FIN 402 Week 2 DQ 3 For more classes
visit www.snaptutorial.com   What is the CAPM?
Are CAPM assumptions realistic? Why or why not?
25
FIN 402 course Teaching Resources/snaptutorial.com
FIN 402 Week 2 Learning Team Assignment Portfolio
Selection Paper (2 Papers) For more classes
visit www.snaptutorial.com   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. These
organizations represent the stocks that comprise
your portfolio. Cisco Systems, Inc. Citigroup
26
FIN 402 course Teaching Resources/snaptutorial.com
FIN 402 Week 2 Learning Team Assignment Portfolio
Selection Paper For more classes
visit www.snaptutorial.com   Resources
Electronic Reserve Readings, Internet, University
Library   Select one publicly traded
bond.   Select five organizations from the
following list. These organizations represent the
stocks that comprise your portfolio.
27
FIN 402 course Teaching Resources/snaptutorial.com
FIN 402 Week 2 Weekly Problem Set   For more
classes visit www.snaptutorial.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.
28
FIN 402 course Teaching Resources/snaptutorial.com
  FIN 402 Week 2 Weekly Question   For more
classes visit www.snaptutorial.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. a. Proctor Gamble (PG)
29
FIN 402 course Teaching Resources/snaptutorial.com
FIN 402 Week 3 Assignment Case Problem 6.1 Sara
Decides to Take the Plunge   For more classes
visit www.snaptutorial.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 to be successful, but she
never imagined anything like this. Even so,
success has not spoiled Sara. Still single, she
keeps to her old circle of friends. One of her
closest friends is Terry Jenkins, who happens to
be a stockbroker and who acts as Saras financial
advisor.
30
FIN 402 course Teaching Resources/snaptutorial.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.snaptutorial.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 Some Financial Ratios Are Real
Eye-Openers
31
FIN 402 course Teaching Resources/snaptutorial.com
FIN 402 Week 3 Assignment Case Problem 6.2 Wally
Wonders Whether Theres a Place for
Dividends   For more classes visit www.snaptutoria
l.com   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
illustrationsfor local ad ag
32
FIN 402 course Teaching Resources/snaptutorial.com
FIN 402 Week 4 DQ 1 For more classes
visit www.snaptutorial.com   What are examples of
active and passive portfolio management
techniques? Why would a portfolio manager pursue
active instead of passive techniques?  
33
FIN 402 course Teaching Resources/snaptutorial.com
FIN 402 Week 4 DQ 2 For more classes
visit www.snaptutorial.com       Does
international diversification enhance risk
reduction? Why or why not? What measures may be
taken to reduce risks of international portfolio
investing?  
34
FIN 402 course Teaching Resources/snaptutorial.com
FIN 402 Week 4 DQ 3 For more classes
visit www.snaptutorial.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?
35
FIN 402 course Teaching Resources/snaptutorial.com
FIN 402 Week 4 Individual Assignment Risk and
Return Tradeoff Memo (2 Papers) For more classes
visit www.snaptutorial.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. Conduct research
concerning the risk and return
36
FIN 402 course Teaching Resources/snaptutorial.com
FIN 402 Week 4 Individual Assignment Risk and
Return Tradeoff Memo For more classes
visit www.snaptutorial.com   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.  
37
FIN 402 course Teaching Resources/snaptutorial.com
FIN 402 Week 4 Learning Team Assignment Risk and
Return Analysis Paper (Portfolio Risk
Analysis) For more classes visit www.snaptutorial.
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 each vehicle makes
up. Locate the beta for each
38
FIN 402 course Teaching Resources/snaptutorial.com
FIN 402 Week 4 Learning Team Assignment Risk and
Return Analysis Paper For more classes
visit www.snaptutorial.com   FIN 402 Week 4
Learning Team Assignment Risk and Return Analysis
Paper   Complete the following activities   Condu
ct 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 each
vehicle makes up.
39
FIN 402 course Teaching Resources/snaptutorial.com
FIN 402 Week 4 Weekly Problem Set For more
classes visit www.snaptutorial.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
________.
40
FIN 402 course Teaching Resources/snaptutorial.com
FIN 402 Week 4 Weekly Question For more classes
visit www.snaptutorial.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
41
FIN 402 course Teaching Resources/snaptutorial.com
FIN 402 Week 5 Assignment Case Problem 14.1 The
Franciscos Investment Options For more classes
visit www.snaptutorial.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
42
FIN 402 course Teaching Resources/snaptutorial.com
FIN 402 Week 5 Assignment Case Problem 14.1,
14.2, 15.1, 15.2 For more classes
visit www.snaptutorial.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
Prsssssssssssssssssssss
43
FIN 402 course Teaching Resources/snaptutorial.com
FIN 402 Week 5 Assignment Case Problem 14.2
Lukes Quandary To Hedge or Not to Hedge For more
classes visit www.snaptutorial.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 of the year, and the market is
starting to weaken. Luke feels there is still
plenty of play left in the stock but is afraid
the tone of the market will be detrimental to his
posi
44
FIN 402 course Teaching Resources/snaptutorial.com
FIN 402 Week 5 Assignment Investment Portfolio
Paper (2 Papers) For more classes
visit www.snaptutorial.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, Jensen,
and Treynor indices. Describe the importance of
these indices and interpret how your portfolio
performed against the market index. Discuss how
you would revise you
45
FIN 402 course Teaching Resources/snaptutorial.com
FIN 402 Week 5 Assignment Investment Portfolio
Paper For more classes visit www.snaptutorial.com
  FIN 402 Week 5 Assignment Investment Portfolio
Paper  
46
FIN 402 course Teaching Resources/snaptutorial.com
FIN 402 Week 5 DQ 1 For more classes
visit www.snaptutorial.com   What are different
types of alternative investment vehicles? Which
is preferable? What factors could affect the
choice of such a vehicle?
47
FIN 402 course Teaching Resources/snaptutorial.com
FIN 402 Week 5 DQ 2 For more classes
visit www.snaptutorial.com   What is an
individual retirement account? Is it im
48
FIN 402 course Teaching Resources/snaptutorial.com
FIN 402 Week 5 DQ 3 For more classes
visit www.snaptutorial.com   What are
derivatives? How may they be used to manage a
portfolio?  
49
FIN 402 course Teaching Resources/snaptutorial.com
FIN 402 Week 5 Individual Assignment Investment
Enhancement Paper For more classes
visit www.snaptutorial.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.  
50
FIN 402 course Teaching Resources/snaptutorial.com
FIN 402 Week 5 Weekly Problem Set For more
classes visit www.snaptutorial.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 5. You hold the option
until the expiration date when IBM stock sells
for 123 per share. You will realize a ______ on
the investment. 3. You write one IBM July 120
call contr
51
FIN 402 course Teaching Resources/snaptutorial.com
FIN 402 Week 5 Weekly Questions For more
classes www.snaptutorial.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, Wiki
52
FIN 402 course Teaching Resources/snaptutorial.com
The Best way to predict the Future is to create
it.....To Best way....
www.snaptutorial.com
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