FIN 402 Education Coordinator/newtonhelp.com

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FIN 402 Education Coordinator/newtonhelp.com
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FIN 402 Education Coordinator/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.
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FIN 402 Education Coordinator/newtonhelp.com
FIN 402 Week 1 Assignment Capital Markets and
Investment Banking Process Paper   For more
course tutorials visit www.newtonhelp.com     FIN4
02 Week 1 Assignment Capital Markets and
Investment Banking Process Paper
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FIN 402 Education Coordinator/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,
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FIN 402 Education Coordinator/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 FIN 402 Week 1
Assignment Case Problem 2.1 Daras Dilemma What
to Buy?
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FIN 402 Education Coordinator/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.
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FIN 402 Education Coordinator/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 nearly three years.
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FIN 402 Education Coordinator/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   C
ase Problem 12.1 Reverend Mark Thomas Ponders
Mutual Funds The Reverend Mark Thomas is the
minister of a church in the San Diego area.
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FIN 402 Education Coordinator/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.
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FIN 402 Education Coordinator/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.
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FIN 402 Education Coordinator/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?
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FIN 402 Education Coordinator/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?
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FIN 402 Education Coordinator/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.
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FIN 402 Education Coordinator/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. Do
not use Investopedia, About.com, Wikipedia, or
other generic internet websites as sources. Use
credible sources only.
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FIN 402 Education Coordinator/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
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FIN 402 Education Coordinator/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
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FIN 402 Education Coordinator/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.
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FIN 402 Education Coordinator/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
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FIN 402 Education Coordinator/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 Over the past 10 years, Molly
ORourke has slowly built a diversified portfolio
of common stock.
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FIN 402 Education Coordinator/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 major
oil and gas exploration company.
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FIN 402 Education Coordinator/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.
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FIN 402 Education Coordinator/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?
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FIN 402 Education Coordinator/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?
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FIN 402 Education Coordinator/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?
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FIN 402 Education Coordinator/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.
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FIN 402 Education Coordinator/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.
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FIN 402 Education Coordinator/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.
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FIN 402 Education Coordinator/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.
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FIN 402 Education Coordinator/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 FIN 402 Week 3 Assignment
Case Problem 6.2 Wally Wonders Whether Theres a
Place for Dividends
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FIN 402 Education Coordinator/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
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FIN 402 Education Coordinator/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
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FIN 402 Education Coordinator/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.
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FIN 402 Education Coordinator/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, where she owns and operates a
highly successful modeling agency.
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FIN 402 Education Coordinator/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.
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FIN 402 Education Coordinator/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 Shaft
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FIN 402 Education Coordinator/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.
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FIN 402 Education Coordinator/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?
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FIN 402 Education Coordinator/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? 
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FIN 402 Education Coordinator/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? 
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FIN 402 Education Coordinator/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 Resource
Fundamentals of Investment Management
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FIN 402 Education Coordinator/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.
42
FIN 402 Education Coordinator/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.
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FIN 402 Education Coordinator/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.
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FIN 402 Education Coordinator/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
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FIN 402 Education Coordinator/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       Ca
se 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
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FIN 402 Education Coordinator/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.
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FIN 402 Education Coordinator/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       Ca
se Problem 11.2 Grace Decides to Immunize Her
Portfolio Grace Hesketh is the owner of an
extremely successful dress boutique in downtown
Chicago.
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FIN 402 Education Coordinator/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? 
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FIN 402 Education Coordinator/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 international portfolio investing?
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FIN 402 Education Coordinator/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? 
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FIN 402 Education Coordinator/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
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FIN 402 Education Coordinator/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
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FIN 402 Education Coordinator/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.
54
FIN 402 Education Coordinator/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.
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FIN 402 Education Coordinator/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
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FIN 402 Education Coordinator/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
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FIN 402 Education Coordinator/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.
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FIN 402 Education Coordinator/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
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FIN 402 Education Coordinator/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
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FIN 402 Education Coordinator/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
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FIN 402 Education Coordinator/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?
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FIN 402 Education Coordinator/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? 
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FIN 402 Education Coordinator/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?
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FIN 402 Education Coordinator/newtonhelp.com
FIN 402 Week 5 Individual Assignment Investment
Enhancement Paper   For more course tutorials
visit 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.
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FIN 402 Education Coordinator/newtonhelp.com
FIN 402 Week 5 Weekly Problem Set   For more
course tutorials visit www.newtonhelp.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 Education Coordinator/newtonhelp.com
FIN 402 Week 5 Weekly Questions   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.
67
FIN 402 Education Coordinator/newtonhelp.com