FIN 402 Perfect Education/newtonhelp.com

1. FIN 402 Perfect Education/newtonhelp.com

2. FIN 402 Perfect Education/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 Perfect Education/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 Perfect Education/newtonhelp.com FIN 402 Week 1 Assignment Case Problem 1.2 Preparing Carolyn Bowen’s Investment Plan For more course tutorials visit www.newtonhelp.com 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

5. FIN 402 Perfect Education/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 Bowen’s Investment Plan

6. FIN 402 Perfect Education/newtonhelp.com FIN 402 Week 1 Assignment Case Problem 2.2 Ravi Dumar’s High-Flying Margin Account For more course tutorials visit www.newtonhelp.com 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

7. FIN 402 Perfect Education/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 Perfect Education/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 Perfect Education/newtonhelp.com FIN 402 Week 1 AssignmentCase Problem 2.1Dara’s Dilemma: What to Buy? For more course tutorials visit www.newtonhelp.com Case Problem 2.1Dara’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

10. FIN 402 Perfect Education/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 Perfect Education/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 Perfect Education/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 Perfect Education/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 Perfect Education/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 Perfect Education/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 Perfect Education/newtonhelp.com FIN 402 Week 2 Assignment Case Problem 2.1 Traditional Versus Modern Portfolio Theory Who’s Right For more course tutorials visit www.newtonhelp.com 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,

17. FIN 402 Perfect Education/newtonhelp.com FIN 402 Week 2 Assignment Case Problem 4.1 Coates’s Decision For more course tutorials visit www.newtonhelp.com 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

18. FIN 402 Perfect Education/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 Coates’s Decision FIN 402 Week 2 Assignment Case Problem 4.2 The Risk-Return Tradeoff Molly O’Rourke’s Stock Purchase Decision

19. FIN 402 Perfect Education/newtonhelp.com FIN 402 Week 2 Assignment Case Problem 4.2 The Risk-Return Tradeoff Molly O’Rourke’s Stock Purchase Decision For more course tutorials visit www.newtonhelp.com Case Problem 4.2 The Risk-Return Tradeoff: Molly O’Rourke’s Stock Purchase Decision

20. FIN 402 Perfect Education/newtonhelp.com FIN 402 Week 2 Assignment Case Problem 5.2 Susan Lussier’s Inherited Portfolio Does It Meet Her Needs For more course tutorials visit www.newtonhelp.com 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

21. FIN 402 Perfect Education/newtonhelp.com FIN 402 Week 2 Assignment Case Problem 13.1 Assessing the Stalchecks’s Portfolio Performance (Part a,b,c,d) For more course tutorials visit www.newtonhelp.com 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

22. FIN 402 Perfect Education/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 Perfect Education/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 Perfect Education/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 Perfect Education/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 Perfect Education/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 Perfect Education/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. Macy’s (M) d. JP Morgan Chase (JPM) e. Southern Company (SO) 2. (2 points) Look up Microsoft’s financials on the internet. Sites to use include those listed above as well as the SEC’s 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 Perfect Education/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 Perfect Education/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 Perfect Education/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 Perfect Education/newtonhelp.com FIN 402 Week 3 AssignmentCase Problem 6.2 Wally Wonders Whether There’s a Place for Dividends For more course tutorials visit www.newtonhelp.com 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

32. FIN 402 Perfect Education/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 Perfect Education/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 Perfect Education/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 Perfect Education/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 Perfect Education/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 Perfect Education/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 Perfect Education/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 Perfect Education/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 portfolio’s components be weighted? 

40. FIN 402 Perfect Education/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 Prepare a response to the following assignment:

41. FIN 402 Perfect Education/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 Perfect Education/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: P&G, Microsoft, Macy’s, JP Morgan Chase and Southern Company. You will make three portfolios:

43. FIN 402 Perfect Education/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 Perfect Education/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 Perfect Education/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 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 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 bonds—a process we refer to as credit analysis. In credit analysis, attention is directed toward the

46. FIN 402 Perfect Education/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 Perfect Education/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 Grace’s first love,

48. FIN 402 Perfect Education/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 Perfect Education/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 Perfect Education/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?