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For more classes visitnwww.snaptutorial.comnnnFIN 402 Week 1 Assignment Capital Markets and Investment Banking Process PapernFIN 402 Week 1 DQ 1nFIN 402 Week 1 DQ 2nFIN 402 Week 1 DQ 3nFIN 402 Week 2 Learning Team Assignment Portfolio Selection Papern

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fin 402 education on your terms snaptutorial com 1

FIN 402 Education on your terms-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 Portfolio Selection Paper

FIN 402 Week 2 Assignment Asset Classes Paper

FIN 402 Week 2 DQ 1

fin 402 education on your terms snaptutorial com 2

FIN 402 Education on your terms-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 operations – Capital expenditures + Disposition of property and equipment.

fin 402 education on your terms snaptutorial com 3

FIN 402 Education on your terms-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

fin 402 education on your terms snaptutorial com 4

FIN 402 Education on your terms-snaptutorial.com

FIN 402 Week 1 Assignment Case Problem 1.2 Preparing Carolyn Bowen’s Investment Plan

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Case Problem 1.2 Preparing Carolyn Bowen’s 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

fin 402 education on your terms snaptutorial com 5

FIN 402 Education on your terms-snaptutorial.com

FIN 402 Week 1 Assignment Case Problem 1.2, 2.1, 2.2, 3.1, 12.1

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FIN 402 Week 1 Assignment Case Problem 1.2 Preparing Carolyn Bowen’s Investment Plan

FIN 402 Week 1 Assignment Case Problem 2.1 Dara’s Dilemma: What to Buy?

FIN 402 Week 1 Assignment Case Problem 2.2 Ravi Dumar’s High-Flying Margin Account

fin 402 education on your terms snaptutorial com 6

FIN 402 Education on your terms-snaptutorial.com

FIN 402 Week 1 Assignment Case Problem 2.1 Dara’s Dilemma: What to Buy?

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Case Problem 2.1 Dara’s 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 investments,

fin 402 education on your terms snaptutorial com 7

FIN 402 Education on your terms-snaptutorial.com

FIN 402 Week 1 Assignment Case Problem 2.2 Ravi Dumar’s High-Flying Margin Account

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Case Problem 2.2 Ravi Dumar’s 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 posture—for example, to use margin trading. I

fin 402 education on your terms snaptutorial com 8

FIN 402 Education on your terms-snaptutorial.com

FIN 402 Week 1 Assignment Case Problem 3.1 The Perezes’ Good Fortune

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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.

fin 402 education on your terms snaptutorial com 9

FIN 402 Education on your terms-snaptutorial.com

FIN 402 Week 1 Assignment Case Problem 12.1 Reverend Mark Thomas Ponders Mutual Funds

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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 generous retirement programs, the reverend has decided he should

fin 402 education on your terms snaptutorial com 10

FIN 402 Education on your terms-snaptutorial.com

FIN 402 Week 1 DQ 1

For more classes visit

www.snaptutorial.com

What are capital market instruments? How are they used? Which is most important? Explain your answer.

fin 402 education on your terms snaptutorial com 11

FIN 402 Education on your terms-snaptutorial.com

FIN 402 Week 1 DQ 2

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What is an asset class? How are asset classes selected? What factors affect the selection?

fin 402 education on your terms snaptutorial com 12

FIN 402 Education on your terms-snaptutorial.com

FIN 402 Week 1 DQ 3

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What is a derivative? What are the different types of derivatives? How do businesses use derivatives to mitigate risks?

fin 402 education on your terms snaptutorial com 13

FIN 402 Education on your terms-snaptutorial.com

FIN 402 Week 1 Individual Problem Set

For more classes visit

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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.

fin 402 education on your terms snaptutorial com 14

FIN 402 Education on your terms-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.

fin 402 education on your terms snaptutorial com 15

FIN 402 Education on your terms-snaptutorial.com

FIN 402 Week 2 Assignment Asset Classes Paper

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FIN402 Week 2 Assignment Asset Classes Paper

fin 402 education on your terms snaptutorial com 16

FIN 402 Education on your terms-snaptutorial.com

FIN 402 Week 2 Assignment Case Problem 2.1 Traditional Versus Modern Portfolio Theory Who’s Right

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Case Problem 2.1 Traditional Versus Modern Portfolio Theory: Who’s Right?

Walt Davies and Shane O’Brien are district managers for Lee, Inc. Over the years, as they moved through the firm’s sales organization, they became (and still remain) close friends. Walt, who is 33 years old, currently lives in Princeton, New Jersey. Shane, who is 35, lives in Houston, Texas. Recently, at the

fin 402 education on your terms snaptutorial com 17

FIN 402 Education on your terms-snaptutorial.com

FIN 402 Week 2 Assignment Case Problem 4.1 Coates’s Decision

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Case Problem 4.1 Coates’s 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 didn’t 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.

fin 402 education on your terms snaptutorial com 18

FIN 402 Education on your terms-snaptutorial.com

FIN 402 Week 2 Assignment Case Problem 4.1, 4.2, 2.1, 5.2, 13.1 (Part a,b,c,d)

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FIN 402 Week 2 Assignment Case Problem 4.1 Coates’s Decision

FIN 402 Week 2 Assignment Case Problem 4.2 The Risk-Return Tradeoff Molly O’Rourke’s Stock Purchase Decision

FIN 402 Week 2 Assignment Case Problem 2.1 Traditional Versus Modern Portfolio Theory Who’s Right

fin 402 education on your terms snaptutorial com 19

FIN 402 Education on your terms-snaptutorial.com

FIN 402 Week 2 Assignment Case Problem 4.2 The Risk-Return Tradeoff Molly O’Rourke’s Stock Purchase Decision

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Case Problem 4.2 The Risk-Return Tradeoff: Molly O’Rourke’s Stock Purchase Decision

Over the past 10 years, Molly O’Rourke 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

fin 402 education on your terms snaptutorial com 20

FIN 402 Education on your terms-snaptutorial.com

FIN 402 Week 2 Assignment Case Problem 5.2 Susan Lussier’s Inherited Portfolio Does It Meet Her Needs

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Case Problem 5.2 Susan Lussier’s 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 company’s drilling activities. An expert on oil and gas taxation,

fin 402 education on your terms snaptutorial com 21

FIN 402 Education on your terms-snaptutorial.com

FIN 402 Week 2 Assignment Case Problem 13.1 Assessing the Stalchecks’s Portfolio Performance (Part a,b,c,d)

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Case Problem 13.1 Assessing the Stalchecks’s 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,

fin 402 education on your terms snaptutorial com 22

FIN 402 Education on your terms-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?

fin 402 education on your terms snaptutorial com 23

FIN 402 Education on your terms-snaptutorial.com

FIN 402 Week 2 DQ 2

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What are liquidity ratios? Why are they important? How may an investor use liquidity ratios when

fin 402 education on your terms snaptutorial com 24

FIN 402 Education on your terms-snaptutorial.com

FIN 402 Week 2 DQ 3

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What is the CAPM? Are CAPM assumptions realistic? Why or why not? ********************************************************

fin 402 education on your terms snaptutorial com 25

FIN 402 Education on your terms-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®

Dell®

Disney®

fin 402 education on your terms snaptutorial com 26

FIN 402 Education on your terms-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.

Cisco Systems, Inc.®

Citigroup®

fin 402 education on your terms snaptutorial com 27

FIN 402 Education on your terms-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.

fin 402 education on your terms snaptutorial com 28

FIN 402 Education on your terms-snaptutorial.com

FIN 402 Week 2 Weekly Question

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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. Macy’s (M)

d. JP Morgan Chase (JPM)

fin 402 education on your terms snaptutorial com 29

FIN 402 Education on your terms-snaptutorial.com

FIN 402 Week 3 Assignment Case Problem 6.1 Sara Decides to Take the Plunge

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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.

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FIN 402 Education on your terms-snaptutorial.com

FIN 402 Week 3 Assignment Case Problem 6.1, 6.2, 7.1, 7.2, 8.1, 8.2, 9.2

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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 There’s a Place for Dividends

FIN 402 Week 3 Assignment Case Problem 7.1 Some Financial Ratios Are Real Eye-Openers

fin 402 education on your terms snaptutorial com 31

FIN 402 Education on your terms-snaptutorial.com

FIN 402 Week 3 Assignment Case Problem 6.2 Wally Wonders Whether There’s a Place for Dividends

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Case Problem 6.2 Wally Wonders Whether There’s a Place for Dividends

Wally Wilson is a commercial artist who makes a good living by doing freelance work—mostly layouts and illustrations—for local ad agencies and major institutional clients (such as large department stores). Wally has been investing in the stock market for some time,

fin 402 education on your terms snaptutorial com 32

FIN 402 Education on your terms-snaptutorial.com

FIN 402 Week 3 Assignment Case Problem 7.1 Some Financial Ratios Are Real Eye-Openers

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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. As Jack says,

fin 402 education on your terms snaptutorial com 33

FIN 402 Education on your terms-snaptutorial.com

FIN 402 Week 3 Assignment Case Problem 7.2 Doris Looks at an Auto Issue

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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. Because she’s young and single and has no pressing family requirements, Doris has invested primarily in stocks that offer the potential for attractive capital

fin 402 education on your terms snaptutorial com 34

FIN 402 Education on your terms-snaptutorial.com

FIN 402 Week 3 Assignment Case Problem 8.1 Chris Looks for a Way to Invest His Wealth

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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, he was recently named the head writer for one of TV’s top-

fin 402 education on your terms snaptutorial com 35

FIN 402 Education on your terms-snaptutorial.com

FIN 402 Week 3 Assignment Case Problem 8.2 An Analysis of a High-Flying Stock

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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. Marc has been following one of the hottest issues on Wall Street, C&I Medical Supplies, a company that has turned in an outstanding performance lately and, even more important, has exhibited excellent growth potential.

fin 402 education on your terms snaptutorial com 36

FIN 402 Education on your terms-snaptutorial.com

FIN 402 Week 3 Assignment Case Problem 9.2 Deb Takes Measure of the Market

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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

fin 402 education on your terms snaptutorial com 37

FIN 402 Education on your terms-snaptutorial.com

FIN 402 Week 3 Assignment Relative Performance Paper

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FIN 402 Week 3 Assignment Relative Performance Paper

fin 402 education on your terms snaptutorial com 38

FIN 402 Education on your terms-snaptutorial.com

FIN 402 Week 3 DQ 1

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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?

fin 402 education on your terms snaptutorial com 39

FIN 402 Education on your terms-snaptutorial.com

FIN 402 Week 3 DQ 2

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What is the relationship between inflation and interest rates? How does this relationship affect asset prices? How does the unemployment rate affect interest rates?

fin 402 education on your terms snaptutorial com 40

FIN 402 Education on your terms-snaptutorial.com

FIN 402 Week 3 DQ 3

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What factors must be taken into consideration when creating an investment portfolio? How must a portfolio’s components be weighted?

fin 402 education on your terms snaptutorial com 41

FIN 402 Education on your terms-snaptutorial.com

FIN 402 Week 3 Individual Assignment CAPM Web Exercise

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FIN 402 Week 3 Individual Assignment CAPM Web Exercise

Resource:Fundamentals 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

fin 402 education on your terms snaptutorial com 42

FIN 402 Education on your terms-snaptutorial.com

FIN 402 Week 3 Weekly Problem Set

For more classes visit

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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 education on your terms snaptutorial com 43

FIN 402 Education on your terms-snaptutorial.com

FIN 402 Week 3 Weekly Question

For more classes visit

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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: P&G, Microsoft, Macy’s, JP Morgan Chase and Southern Company. You will make three

fin 402 education on your terms snaptutorial com 44

FIN 402 Education on your terms-snaptutorial.com

FIN 402 Week 4 Assignment Case Problem 10.1 Max and Veronica Develop a Bond Investment Program

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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,

fin 402 education on your terms snaptutorial com 45

FIN 402 Education on your terms-snaptutorial.com

FIN 402 Week 4 Assignment Case Problem 10.1, 10.2, 11.1, 11.2

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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

FIN 402 Week 4 Assignment Case Problem 11.2 Grace Decides to Immunize Her Portfolio

fin 402 education on your terms snaptutorial com 46

FIN 402 Education on your terms-snaptutorial.com

FIN 402 Week 4 Assignment Case Problem 10.2 The Case of the Missing Bond Ratings

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Case Problem 10.2 The Case of the Missing Bond Ratings

It’s probably safe to say that there’s nothing more important in determining a bond’s rating than the underlying financial condition and operating results of the company

fin 402 education on your terms snaptutorial com 47

FIN 402 Education on your terms-snaptutorial.com

FIN 402 Week 4 Assignment Case Problem 11.1 The Bond Investment Decisions of Dave and Marlene Carter

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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

fin 402 education on your terms snaptutorial com 48

FIN 402 Education on your terms-snaptutorial.com

FIN 402 Week 4 Assignment Case Problem 11.2 Grace Decides to Immunize Her Portfolio

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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 Grace’s first love

fin 402 education on your terms snaptutorial com 49

FIN 402 Education on your terms-snaptutorial.com

FIN 402 Week 4 DQ 1

For more classes visit

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What are examples of active and passive portfolio management techniques? Why would a portfolio manager pursue active instead of passive techniques?

fin 402 education on your terms snaptutorial com 50

FIN 402 Education on your terms-snaptutorial.com

FIN 402 Week 4 DQ 2

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Does international diversification enhance risk reduction? Why or why not? What measures may be taken to reduce risks of international portfolio investing?

fin 402 education on your terms snaptutorial com 51

FIN 402 Education on your terms-snaptutorial.com

FIN 402 Week 4 DQ 3

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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?

fin 402 education on your terms snaptutorial com 52

FIN 402 Education on your terms-snaptutorial.com

FIN 402 Week 4 Individual Assignment Risk and Return Tradeoff Memo (2 Papers)

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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,

fin 402 education on your terms snaptutorial com 53

FIN 402 Education on your terms-snaptutorial.com

FIN 402 Week 4 Individual Assignment Risk and Return Tradeoff Memo

For more classes visit

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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.

fin 402 education on your terms snaptutorial com 54

FIN 402 Education on your terms-snaptutorial.com

FIN 402 Week 4 Learning Team Assignment Risk and Return Analysis Paper (Portfolio Risk Analysis)

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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.

fin 402 education on your terms snaptutorial com 55

FIN 402 Education on your terms-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:

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.

fin 402 education on your terms snaptutorial com 56

FIN 402 Education on your terms-snaptutorial.com

FIN 402 Week 4 Weekly Problem Set

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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 ________.

3. Proponents of the EMH typically advocate __________.

fin 402 education on your terms snaptutorial com 57

FIN 402 Education on your terms-snaptutorial.com

FIN 402 Week 4 Weekly Question

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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

fin 402 education on your terms snaptutorial com 58

FIN 402 Education on your terms-snaptutorial.com

FIN 402 Week 5 Assignment Case Problem 14.1 The Franciscos’ Investment Options

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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

fin 402 education on your terms snaptutorial com 59

FIN 402 Education on your terms-snaptutorial.com

FIN 402 Week 5 Assignment Case Problem 14.1, 14.2, 15.1, 15.2

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FIN 402 Week 5 Assignment Case Problem 14.1 The Franciscos’ Investment Options

FIN 402 Week 5 Assignment Case Problem 14.2 Luke’s 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

FIN 402 Week 5 Assignment Case Problem 15.2 Jim and Polly Pernelli Try Hedging with Stock Index Futures

fin 402 education on your terms snaptutorial com 60

FIN 402 Education on your terms-snaptutorial.com

FIN 402 Week 5 Assignment Case Problem 14.2 Luke’s Quandary To Hedge or Not to Hedge

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Case Problem 14.2 Luke’s 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

fin 402 education on your terms snaptutorial com 61

FIN 402 Education on your terms-snaptutorial.com

FIN 402 Week 5 Assignment Case Problem 15.1 T. J.’s Fast-Track Investments Interest Rate Futures

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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 teenager—he was introduced to this market by his dad

fin 402 education on your terms snaptutorial com 62

FIN 402 Education on your terms-snaptutorial.com

FIN 402 Week 5 Assignment Case Problem 15.2 Jim and Polly Pernelli Try Hedging with Stock Index Futures

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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. Jim has been an avid investor in the stock market for a number of years and over time has built up a portfolio that is currently worth nearly $375,000. The Pernellis’ portfolio is well diversified, although it is heavily

fin 402 education on your terms snaptutorial com 63

FIN 402 Education on your terms-snaptutorial.com

FIN 402 Week 5 Assignment Investment Portfolio Paper (2 Papers)

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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 Sharpe’s and Harry Markowitz’s modern portfolio theories. Address the following:

Calculate your portfolio’s performance using the Sharpe, Jensen, and Treynor indices.

fin 402 education on your terms snaptutorial com 64

FIN 402 Education on your terms-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

fin 402 education on your terms snaptutorial com 65

FIN 402 Education on your terms-snaptutorial.com

FIN 402 Week 5 DQ 1

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What are different types of alternative investment vehicles? Which is preferable? What factors could affect the choice of such a vehicle?

fin 402 education on your terms snaptutorial com 66

FIN 402 Education on your terms-snaptutorial.com

FIN 402 Week 5 DQ 2

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What is an individual retirement account? Is it important to have an individual retirement account?

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FIN 402 Education on your terms-snaptutorial.com

FIN 402 Week 5 DQ 3

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What are derivatives? How may they be used to manage a portfolio?

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FIN 402 Education on your terms-snaptutorial.com

FIN 402 Week 5 Individual Assignment Investment Enhancement Paper

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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 Education on your terms-snaptutorial.com

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. You hold the option until the

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FIN 402 Education on your terms-snaptutorial.com

FIN 402 Week 5 Weekly Questions

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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