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FIN 402 GUIDE Inspiring Innovation--fin402guide.co.. - Flashcards

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Class:BU 464 - Tax Accounting II
Subject:Business
University:Mississippi University for Women
Term:Fall 2014
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FIN 402 Final Exam Guide

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FIN 402 Investment Fundamentals and Portfolio Management Final Exam Guide

True/False

 1.___  ___ The balance sheet shows what assets the firm controls 
FIN 402 Week 1 Assignment Capital Markets and Investment Banking Process Paper

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FIN402 Week 1 Assignment Capital Markets and Investment Banking Process Paper

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 her with only their home and the proceeds from a $75,000 life insurance policy. After she paid medical and funeral expenses, $60,000 of the life insurance proceeds so she will be able 
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 Week 
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FIN 402 Week 1 Assignment Case Problem 2.1Dara’s Dilemma: What to Buy?

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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 investments, she now feels more confident in her investment knowledge and would like to branch out into some new areas that could bring higher returns. She has received some favorable press 
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. In fact, Ravi has built himself a substantial margin account over the years. He currently holds $75,000 worth of stock in his margin account, though the debit balance in the account amounts 
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. Angel, a retired professional pool shooter, saved for nearly 10 years to buy this business, which he and his wife own free and clear. The income from the pool hall is adequate to allow Angel, Marie, and their children, Mary (age 10) and José (age 4), to live comfortably. Although he lacks formal education beyond 
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 
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FIN 402 Week 1 DQ 1

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

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 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 Week 1 Individual 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.

 

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FIN 402 Week 1 Individual Weekly Question

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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.

FIN 402 Week 2 Assignment Asset Classes Paper

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FIN402  Week 2  Assignment Asset Classes Paper

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 that 

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. 
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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 
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 
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, she is not worried about job security—she is content with her income 
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, they developed their portfolio with the idea of diversifying 
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FIN 402 Week 2 DQ 1

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What are different ratio categories? Which category is most important to bondholders? Why? Which category is most important to stockholders? Why?

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 making investment decisions?

FIN 402 Week 2 DQ 3

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What are different ratio categories? Which category is most important to bondholders? Why? Which category is most important to stockholders? Why?

FIN 402 Week 2 Learning Team Assignment Portfolio Selection Paper (2 Papers)

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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.®

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FIN 402 Week 2 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. In your solutions, provide an explanation as to why you choose the answer.

 

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.

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. Even so, success has not spoiled Sara. Still single, she keeps to her old circle of friends. One of her closest friends is Terry Jenkins, who happens to be a stockbroker and who acts 
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 
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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 
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 
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-rated 
FIN 402 Week 3 Assignment Relative Performance Paper

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FIN 402 Week 3 Assignment Relative Performance Paper

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FIN 402 Week 3 AssignmentCase 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 
FIN 402 Week 3 AssignmentCase 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 
FIN 402 Week 3 AssignmentCase 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 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?

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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 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 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:

FIN 402 Week 3 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. In your solutions, provide an explanation as to why you choose the answer.

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FIN 402 Week 3 Weekly Question

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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.

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, and Veronica is a personnel officer at a local bank. Together they earn an annual income of around $100,000. Max has just learned that his recently departed rich uncle has 
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 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 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 
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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. They adhere to a fairly aggressive investment posture and actively go after 
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 
FIN 402 Week 4 DQ 1

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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 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?

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

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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 
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 
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 
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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.

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 
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 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
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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 
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
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 
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?

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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?

FIN 402 Week 5 DQ 3

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

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.

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 expiration date when IBM stock sells for $123 per share. You will realize 
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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 
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 FIN 402 Final Exam Guide

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FIN 402 Investment Fundamentals and Portfolio Management Final Exam Guide

True/False

 1.___  ___ The balance sheet shows what assets the firm controls 
 FIN 402 Week 1 Assignment Capital Markets and Investment Banking Process Paper

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FIN402 Week 1 Assignment Capital Markets and Investment Banking Process Paper

 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 her with only their home and the proceeds from a $75,000 life insurance policy. After she paid medical and funeral expenses, $60,000 of the life insurance proceeds so she will be able 
 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 Week 
 FIN 402 Week 1 Assignment Case Problem 2.1Dara’s Dilemma: What to Buy?

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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 investments, she now feels more confident in her investment knowledge and would like to branch out into some new areas that could bring higher returns. She has received some favorable press 
 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. In fact, Ravi has built himself a substantial margin account over the years. He currently holds $75,000 worth of stock in his margin account, though the debit balance in the account amounts 
 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. Angel, a retired professional pool shooter, saved for nearly 10 years to buy this business, which he and his wife own free and clear. The income from the pool hall is adequate to allow Angel, Marie, and their children, Mary (age 10) and José (age 4), to live comfortably. Although he lacks formal education beyond 
 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 
 FIN 402 Week 1 DQ 1

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

 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 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 Week 1 Individual 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.

 

 FIN 402 Week 1 Individual Weekly Question

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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.

 FIN 402 Week 2 Assignment Asset Classes Paper

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FIN402  Week 2  Assignment Asset Classes Paper

 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 that 

 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. 
 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 
 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 
 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, she is not worried about job security—she is content with her income 
 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, they developed their portfolio with the idea of diversifying 
 FIN 402 Week 2 DQ 1

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What are different ratio categories? Which category is most important to bondholders? Why? Which category is most important to stockholders? Why?

 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 making investment decisions?

 FIN 402 Week 2 DQ 3

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What are different ratio categories? Which category is most important to bondholders? Why? Which category is most important to stockholders? Why?

 FIN 402 Week 2 Learning Team Assignment Portfolio Selection Paper (2 Papers)

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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.®

 FIN 402 Week 2 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. In your solutions, provide an explanation as to why you choose the answer.

 

 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.

 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. Even so, success has not spoiled Sara. Still single, she keeps to her old circle of friends. One of her closest friends is Terry Jenkins, who happens to be a stockbroker and who acts 
 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 
 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 
 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 
 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-rated 
 FIN 402 Week 3 Assignment Relative Performance Paper

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FIN 402 Week 3 Assignment Relative Performance Paper

 FIN 402 Week 3 AssignmentCase 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 
 FIN 402 Week 3 AssignmentCase 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 
 FIN 402 Week 3 AssignmentCase 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 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 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 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 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:

 FIN 402 Week 3 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. In your solutions, provide an explanation as to why you choose the answer.

 FIN 402 Week 3 Weekly Question

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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.

 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, and Veronica is a personnel officer at a local bank. Together they earn an annual income of around $100,000. Max has just learned that his recently departed rich uncle has 
 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 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 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 
 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. They adhere to a fairly aggressive investment posture and actively go after 
 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 
 FIN 402 Week 4 DQ 1

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

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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 
 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 
 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 
 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.

 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 
 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 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
 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 
 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
 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 
 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 Week 5 DQ 2

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

 FIN 402 Week 5 DQ 3

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

 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.

 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 expiration date when IBM stock sells for $123 per share. You will realize 
 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 
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