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FIN 402 Doing by learn/newtonhelp.com

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For more course tutorials visit www.newtonhelp.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 Doing by learn/newtonhelp.com


1
FIN 402 Doing by learn/newtonhelp.com
2
FIN 402 Doing by learn/newtonhelp.com
  • FIN 402 Final Exam Guide
  • For more course tutorials visit
  • www.newtonhelp.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.
  •  

3
FIN 402 Doing by learn/newtonhelp.com
  • FIN 402 Week 1 Assignment Capital Markets and
    Investment Banking Process Paper
  • For more course tutorials visit
  • www.newtonhelp.com
  •  
  •  
  • FIN402 Week 1 Assignment Capital Markets and
    Investment Banking Process Paper

4
FIN 402 Doing by learn/newtonhelp.com
  • FIN 402 Week 1 Assignment Case Problem 1.2
    Preparing Carolyn Bowens Investment Plan
  • For more course tutorials visit
  • www.newtonhelp.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

5
FIN 402 Doing by learn/newtonhelp.com
  • FIN 402 Week 1 Assignment Case Problem 1.2, 2.1,
    2.2, 3.1, 12.1
  • For more course tutorials visit
  • www.newtonhelp.com
  •  
  •  
  •  
  • FIN 402 Week 1 Assignment Case Problem 1.2
    Preparing Carolyn Bowens Investment Plan

6
FIN 402 Doing by learn/newtonhelp.com
  • FIN 402 Week 1 Assignment Case Problem 2.2 Ravi
    Dumars High-Flying Margin Account
  • For more course tutorials visit
  • www.newtonhelp.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

7
FIN 402 Doing by learn/newtonhelp.com
  • FIN 402 Week 1 Assignment Case Problem 3.1 The
    Perezes Good Fortune
  • For more course tutorials visit
  • www.newtonhelp.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

8
FIN 402 Doing by learn/newtonhelp.com
  • FIN 402 Week 1 Assignment Case Problem 12.1
    Reverend Mark Thomas Ponders Mutual Funds
  • For more course tutorials visit
  • www.newtonhelp.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 religious organizations are not notorious
    for their

9
FIN 402 Doing by learn/newtonhelp.com
  • FIN 402 Week 1 AssignmentCase Problem 2.1Daras
    Dilemma What to Buy?
  • For more course tutorials visit
  • www.newtonhelp.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
    increased her investment portfolio considerably
    over the past five years. Although she has been
    fairly conservative with her

10
FIN 402 Doing by learn/newtonhelp.com
  • FIN 402 Week 1 DQ 1
  • For more course tutorials visit
  • www.newtonhelp.com
  •  
  •  
  • What are capital market instruments? How are they
    used? Which is most important? Explain your
    answer.

11
FIN 402 Doing by learn/newtonhelp.com
  • FIN 402 Week 1 DQ 2
  • For more course tutorials visit
  • www.newtonhelp.com
  •  
  •  
  • What is an asset class? How are asset classes
    selected? What factors affect the selection?

12
FIN 402 Doing by learn/newtonhelp.com
  • FIN 402 Week 1 DQ 3
  • For more course tutorials visit
  • www.newtonhelp.com
  •  
  •  
  • What is a derivative? What are the different
    types of derivatives? How do businesses use
    derivatives to mitigate risks?

13
FIN 402 Doing by learn/newtonhelp.com
  •  
  • FIN 402 Week 1 Individual Problem Set
  • For more course tutorials visit
  • www.newtonhelp.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 Doing by learn/newtonhelp.com
  • FIN 402 Week 1 Individual Weekly Question
  • For more course tutorials visit
  • www.newtonhelp.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 Doing by learn/newtonhelp.com
  • FIN 402 Week 2 Assignment Asset Classes Paper
  • For more course tutorials visit
  • www.newtonhelp.com
  •  
  •  
  • FIN402 Week 2 Assignment Asset Classes Paper

16
FIN 402 Doing by learn/newtonhelp.com
  • FIN 402 Week 2 Assignment Case Problem 2.1
    Traditional Versus Modern Portfolio Theory Whos
    Right
  • For more course tutorials visit
  • www.newtonhelp.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,

17
FIN 402 Doing by learn/newtonhelp.com
  • FIN 402 Week 2 Assignment Case Problem 4.1
    Coatess Decision
  • For more course tutorials visit
  • www.newtonhelp.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

18
FIN 402 Doing by learn/newtonhelp.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 course tutorials visit
  • www.newtonhelp.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

19
FIN 402 Doing by learn/newtonhelp.com
  • FIN 402 Week 2 Assignment Case Problem 4.2 The
    Risk-Return Tradeoff Molly ORourkes Stock
    Purchase Decision
  • For more course tutorials visit
  • www.newtonhelp.com
  •  
  •  
  •  
  • Case Problem 4.2 The Risk-Return Tradeoff Molly
    ORourkes Stock Purchase Decision

20
FIN 402 Doing by learn/newtonhelp.com
  • FIN 402 Week 2 Assignment Case Problem 5.2 Susan
    Lussiers Inherited Portfolio Does It Meet Her
    Needs
  • For more course tutorials visit
  • www.newtonhelp.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

21
FIN 402 Doing by learn/newtonhelp.com
  • FIN 402 Week 2 Assignment Case Problem 13.1
    Assessing the Stalcheckss Portfolio Performance
    (Part a,b,c,d)
  • For more course tutorials visit
  • www.newtonhelp.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

22
FIN 402 Doing by learn/newtonhelp.com
  • FIN 402 Week 2 DQ 1
  • For more course tutorials visit
  • www.newtonhelp.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 Doing by learn/newtonhelp.com
  •  
  • FIN 402 Week 2 DQ 2
  • For more course tutorials visit
  • www.newtonhelp.com
  •  
  •  
  • What are liquidity ratios? Why are they
    important? How may an investor use liquidity
    ratios when making investment decisions

24
FIN 402 Doing by learn/newtonhelp.com
  • FIN 402 Week 2 DQ 3
  • For more course tutorials visit
  • www.newtonhelp.com
  •  
  •  
  • What is the CAPM? Are CAPM assumptions realistic?
    Why or why not?

25
FIN 402 Doing by learn/newtonhelp.com
  •  
  • FIN 402 Week 2 Learning Team Assignment Portfolio
    Selection Paper (2 Papers)
  • For more course tutorials visit
  • www.newtonhelp.com
  •  
  • This Tutorial contains 2 Different Papers
  •  
  • Resources Electronic Reserve Readings, Internet,
    University Library
  • Select one publicly traded bond.

26
FIN 402 Doing by learn/newtonhelp.com
  • FIN 402 Week 2 weekly Problem Set
  • For more course tutorials visit
  • www.newtonhelp.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.

27
FIN 402 Doing by learn/newtonhelp.com
  • FIN 402 Week 2 Weekly Question
  • For more course tutorials visit
  • www.newtonhelp.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)
  • b. Microsoft (MSFT)
  • c. Macys (M)
  • d. JP Morgan Chase (JPM)
  • e. Southern Company (SO)
  • 2. (2 points) Look up Microsofts financials
    on the internet. Sites to use include those
    listed above as well as the SECs website
    www.sec.gov. Select two ratios from each of the
    following categories (8 calculations in total)
    and show your calculations. Be sure to show the
    formula and your calculations. No points will be
    given if work is not shown even if you get the
    correct answer.
  • Categories

28
FIN 402 Doing by learn/newtonhelp.com
  • FIN 402 Week 3 Assignment Case Problem 6.1 Sara
    Decides to Take the Plunge
  • For more course tutorials visit
  • www.newtonhelp.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 ha

29
FIN 402 Doing by learn/newtonhelp.com
  • FIN 402 Week 3 Assignment Case Problem 6.1, 6.2,
    7.1, 7.2, 8.1, 8.2, 9.2
  • For more course tutorials visit
  • www.newtonhelp.com
  •  
  •  
  •  
  • FIN 402 Week 3 Assignment Case Problem 6.1 Sara
    Decides to Take the Plunge

30
FIN 402 Doing by learn/newtonhelp.com
  • FIN 402 Week 3 Assignment Relative Performance
    Paper
  • For more course tutorials visit
  • www.newtonhelp.com
  •  
  •  
  • FIN 402 Week 3 Assignment Relative Performance
    Paper

31
FIN 402 Doing by learn/newtonhelp.com
  • FIN 402 Week 3 AssignmentCase Problem 6.2 Wally
    Wonders Whether Theres a Place for Dividends
  • For more course tutorials visit
  • www.newtonhelp.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 agencies
    and major institutional clients (such as large
    department

32
FIN 402 Doing by learn/newtonhelp.com
  • FIN 402 Week 3 AssignmentCase Problem 7.1 Some
    Financial Ratios Are Real Eye-Openers
  • For more course tutorials visit
  • www.newtonhelp.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

33
FIN 402 Doing by learn/newtonhelp.com
  • FIN 402 Week 3 AssignmentCase Problem 7.2 Doris
    Looks at an Auto Issue
  • For more course tutorials visit
  • www.newtonhelp.com
  •  
  •  
  • Case Problem 7.2 Doris Looks at an Auto Issue
  • Doris Wise is a young career woman. She lives in
    Phoenix, Arizona,

34
FIN 402 Doing by learn/newtonhelp.com
  • FIN 402 Week 3 AssignmentCase Problem 8.1 Chris
    Looks for a Way to Invest His Wealth
  • For more course tutorials visit
  • www.newtonhelp.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

35
FIN 402 Doing by learn/newtonhelp.com
  • FIN 402 Week 3 AssignmentCase Problem 8.2 An
    Analysis of a High-Flying Stock
  • For more course tutorials visit
  • www.newtonhelp.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

36
FIN 402 Doing by learn/newtonhelp.com
  • FIN 402 Week 3 AssignmentCase Problem 9.2 Deb
    Takes Measure of the Market
  • For more course tutorials visit
  • www.newtonhelp.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.

37
FIN 402 Doing by learn/newtonhelp.com
  • FIN 402 Week 3 DQ 1
  • For more course tutorials visit
  • www.newtonhelp.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?

38
FIN 402 Doing by learn/newtonhelp.com
  • FIN 402 Week 3 DQ 2
  • For more course tutorials visit
  • www.newtonhelp.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? 

39
FIN 402 Doing by learn/newtonhelp.com
  • FIN 402 Week 3 DQ 3
  • For more course tutorials visit
  • www.newtonhelp.com
  •  
  •  
  • What factors must be taken into consideration
    when creating an investment portfolio? How must a
    portfolios components be weighted? 

40
FIN 402 Doing by learn/newtonhelp.com
  • FIN 402 Week 3 Individual Assignment CAPM Web
    Exercise
  • For more course tutorials visit
  • www.newtonhelp.com
  •  
  •  
  • FIN 402 Week 3 Individual Assignment CAPM Web
    Exercise
  • ResourceFundamentals of Investment Management
  • Prepare a response to the following assignment

41
FIN 402 Doing by learn/newtonhelp.com
  • FIN 402 Week 3 Weekly Problem Set
  • For more course tutorials visit
  • www.newtonhelp.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.

42
FIN 402 Doing by learn/newtonhelp.com
  • FIN 402 Week 3 Weekly Question
  • For more course tutorials visit
  • www.newtonhelp.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 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

43
FIN 402 Doing by learn/newtonhelp.com
  • FIN 402 Week 4 Assignment Case Problem 10.1 Max
    and Veronica Develop a Bond Investment Program
  • For more course tutorials visit
  • www.newtonhelp.com
  •  
  • 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.
    Together they earn an annual income of around
    100,000. Max has

44
FIN 402 Doing by learn/newtonhelp.com
  • FIN 402 Week 4 Assignment Case Problem 10.1,
    10.2, 11.1, 11.2
  • For more course tutorials visit
  • www.newtonhelp.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

45
FIN 402 Doing by learn/newtonhelp.com
  • FIN 402 Week 4 Assignment Case Problem 10.2 The
    Case of the Missing Bond Ratings
  • For more course tutorials visit
  • www.newtonhelp.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 be used in the
    analysis of common stocks, they can also be used
    in the analysis of bondsa process we refer to as
    credit analysis. In credit analysis, attention is
    directed toward the

46
FIN 402 Doing by learn/newtonhelp.com
  • FIN 402 Week 4 Assignment Case Problem 11.1 The
    Bond Investment Decisions of Dave and Marlene
    Carter
  • For more course tutorials visit
  • www.newtonhelp.com
  •  
  •  
  •  
  • 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 o

47
FIN 402 Doing by learn/newtonhelp.com
  • FIN 402 Week 4 Assignment Case Problem 11.2 Grace
    Decides to Immunize Her Portfolio
  • For more course tutorials visit
  • www.newtonhelp.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 Graces first love,

48
FIN 402 Doing by learn/newtonhelp.com
  • FIN 402 Week 4 DQ 1
  • For more course tutorials visit
  • www.newtonhelp.com
  •  
  • What are examples of active and passive portfolio
    management techniques? Why would a portfolio
    manager pursue active instead of passive
    techniques? 

49
FIN 402 Doing by learn/newtonhelp.com
  • FIN 402 Week 4 DQ 2
  • For more course tutorials visit
  • www.newtonhelp.com
  •  
  •  
  • Does international diversification enhance risk
    reduction? Why or why not? What measures may be
    taken to reduce risks of

50
FIN 402 Doing by learn/newtonhelp.com
  • FIN 402 Week 4 DQ 3
  • For more course tutorials visit
  • www.newtonhelp.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? 

51
FIN 402 Doing by learn/newtonhelp.com
  • FIN 402 Week 4 Individual Assignment Risk and
    Return Tradeoff Memo (2 Papers)
  • For more course tutorials visit
  • www.newtonhelp.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

52
FIN 402 Doing by learn/newtonhelp.com
  • FIN 402 Week 4 Learning Team Assignment Risk and
    Return Analysis Paper
  • For more course tutorials visit
  • www.newtonhelp.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.

53
FIN 402 Doing by learn/newtonhelp.com
  • FIN 402 Week 4 Weekly Problem Set
  • For more course tutorials visit
  • www.newtonhelp.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.

54
FIN 402 Doing by learn/newtonhelp.com
  • FIN 402 Week 4 Weekly Question
  • For more course tutorials visit
  • www.newtonhelp.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.

55
FIN 402 Doing by learn/newtonhelp.com
  • FIN 402 Week 5 Assignment Case Problem 14.1 The
    Franciscos Investment Options
  • For more course tutorials visit
  • www.newtonhelp.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 fund. So far, he has
    accumulated a substantial sum in his investment
    account, mostly by following an aggressive
    investment

56
FIN 402 Doing by learn/newtonhelp.com
  • FIN 402 Week 5 Assignment Case Problem 14.1,
    14.2, 15.1, 15.2
  • For more course tutorials visit
  • www.newtonhelp.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

57
FIN 402 Doing by learn/newtonhelp.com
  • FIN 402 Week 5 Assignment Case Problem 14.2
    Lukes Quandary To Hedge or Not to Hedge
  • For more course tutorials visit
  • www.newtonhelp.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

58
FIN 402 Doing by learn/newtonhelp.com
  • FIN 402 Week 5 Assignment Case Problem 15.1 T.
    J.s Fast-Track Investments Interest Rate Futures
  • For more course tutorials visit
  • www.newtonhelp.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, Oregon, who enjoys the
    excitement of commodities speculation. T. J. has
    been dabbling in commodities since he was a
    teenagerhe was

59
FIN 402 Doing by learn/newtonhelp.com
  • FIN 402 Week 5 Assignment Case Problem 15.2 Jim
    and Polly Pernelli Try Hedging with Stock Index
    Futures
  • For more course tutorials visit
  • www.newtonhelp.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 Polly

60
FIN 402 Doing by learn/newtonhelp.com
  • FIN 402 Week 5 Assignment Investment Portfolio
    Paper (2 Papers)
  • For more course tutorials visit
  • www.newtonhelp.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

61
FIN 402 Doing by learn/newtonhelp.com
  • FIN 402 Week 5 DQ 1
  • For more course tutorials visit
  • www.newtonhelp.com
  •  
  •  
  • What are different types of alternative
    investment vehicles? Which is preferable? What
    factors could affect the choice of such a vehicle?

62
FIN 402 Doing by learn/newtonhelp.com
  • FIN 402 Week 5 DQ 2
  • For more course tutorials visit
  • www.newtonhelp.com
  •  
  •  
  • What is an individual retirement account? Is it
    important to have an individual retirement
    account? 

63
FIN 402 Doing by learn/newtonhelp.com
  • FIN 402 Week 5 DQ 3
  • For more course tutorials visit
  • www.newtonhelp.com
  •  
  •  
  • What are derivatives? How may they be used to
    manage a portfolio?

64
FIN 402 Doing by learn/newtonhelp.com
  • FIN 402 Week 5 Individual Assignment Investment
    Enhancement Paper
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  • www.newtonhelp.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 Week 5 Weekly Problem Set
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  •  
  •  
  • 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.

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FIN 402 Doing by learn/newtonhelp.com
  • FIN 402 Week 5 Weekly Questions
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  • www.newtonhelp.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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