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FIN 402 Slingshot Academy / fin402master.com

FOR MORE CLASSES VISIT <br>www.fin402master.com<br>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.

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FIN 402 Slingshot Academy / fin402master.com

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  1. FIN 402 Slingshot Academy / fin402master.com Fore more Courses www.fin402master.com

  2. FIN 402 Slingshot Academy / fin402master.com FIN 402 Week 1 Assignment Case Problem 1.2, 2.1, 2.2, 3.1, 12.1 FIN 402 Week 1 Assignment Case Problem 1.2 Preparing Carolyn Bowen’s Investment Plan • 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 • 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

  3. FIN 402 Slingshot Academy / fin402master.com FIN 402 Week 1 Assignment Case Problem 3.1 The Perezes’ Good Fortune FIN 402 Week 1 Assignment Case Problem 2.2 Ravi Dumar’s High-Flying Margin Account • 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 • 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

  4. FIN 402 Slingshot Academy / fin402master.com FIN 402 Week 1 AssignmentCase Problem 2.1Dara’s Dilemma: What to Buy? FIN 402 Week 1 Assignment Case Problem 12.1 Reverend Mark Thomas Ponders Mutual Funds • 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. • 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

  5. FIN 402 Slingshot Academy / fin402master.com FIN 402 Week 1 Individual Weekly Question FIN 402 Week 1 Individual Problem Set 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. Creating prices for securities and allowing for liquidity are functions of 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. Also, do not use quotes in lieu of a response in your own words.

  6. FIN 402 Slingshot Academy / fin402master.com FIN 402 Week 2 Assignment Case Problem 4.1 Coates’s Decision FIN 402 Week 2 Assignment Case Problem 2.1 Traditional Versus Modern Portfolio Theory Who’s Right • 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 • 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

  7. FIN 402 Slingshot Academy / fin402master.com 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 4.1, 4.2, 2.1, 5.2, 13.1 (Part a,b,c,d) • 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 • 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 $82,500

  8. FIN 402 Slingshot Academy / fin402master.com FIN 402 Week 2 Assignment Case Problem 13.1 Assessing the Stalchecks’s Portfolio Performance (Part a,b,c,d) FIN 402 Week 2 Assignment Case Problem 5.2 Susan Lussier’s Inherited Portfolio Does It Meet Her Needs • 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. • 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.

  9. FIN 402 Slingshot Academy / fin402master.com FIN 402 Week 2 Weekly Question FIN 402 Week 2 weekly Problem Set • 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.      (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)

  10. FIN 402 Slingshot Academy / fin402master.com FIN 402 Week 3 Assignment Case Problem 6.1, 6.2, 7.1, 7.2, 8.1, 8.2, 9.2 FIN 402 Week 3 Assignment Case Problem 6.1 Sara Decides to Take the Plunge • 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 • 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

  11. FIN 402 Slingshot Academy / fin402master.com FIN 402 Week 3 AssignmentCase Problem 7.1 Some Financial Ratios Are Real Eye-Openers FIN 402 Week 3 AssignmentCase Problem 6.2 Wally Wonders Whether There’s a Place for Dividends • 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. • 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).

  12. FIN 402 Slingshot Academy / fin402master.com FIN 402 Week 3 AssignmentCase Problem 8.1 Chris Looks for a Way to Invest His Wealth FIN 402 Week 3 AssignmentCase Problem 7.2 Doris Looks at an Auto Issue • 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 sitcoms • 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

  13. FIN 402 Slingshot Academy / fin402master.com FIN 402 Week 3 AssignmentCase Problem 9.2 Deb Takes Measure of the Market FIN 402 Week 3 AssignmentCase Problem 8.2 An Analysis of a High-Flying Stock • 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. • 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

  14. FIN 402 Slingshot Academy / fin402master.com FIN 402 Week 4 Assignment Case Problem 10.1 Max and Veronica Develop a Bond Investment Program FIN 402 Week 3 Weekly Problem Set • 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? • 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.

  15. FIN 402 Slingshot Academy / fin402master.com FIN 402 Week 4 Assignment Case Problem 10.2 The Case of the Missing Bond Ratings FIN 402 Week 4 Assignment Case Problem 10.1, 10.2, 11.1, 11.2 • 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 • 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

  16. FIN 402 Slingshot Academy / fin402master.com FIN 402 Week 4 Assignment Case Problem 11.2 Grace Decides to Immunize Her Portfolio FIN 402 Week 4 Assignment Case Problem 11.1 The Bond Investment Decisions of Dave and Marlene Carter • 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, she’s also interested in investments, particularly bonds and other fixed-income securities • 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

  17. FIN 402 Slingshot Academy / fin402master.com FIN 402 Week 5 Assignment Case Problem 14.1, 14.2, 15.1, 15.2 FIN 402 Week 5 Assignment Case Problem 14.1 The Franciscos’ Investment Options • 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 • 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

  18. FIN 402 Slingshot Academy / fin402master.com 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 14.2 Luke’s Quandary To Hedge or Not to Hedge • Case Problem 14.1 The Franciscos’ Investment Options Hector Francisco is a successful businessman in Atlanta. The box-manufacturing firm he and his wife, Judy, founded several years ago has prospered. Because he is self-employed, Hector is building his own retirement fund. So far, he has accumulated a substantial sum in his investment account • 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

  19. FIN 402 Slingshot Academy / fin402master.com FIN 402 Week 5 Assignment Case Problem 15.2 Jim and Polly Pernelli Try Hedging with Stock Index Futures • 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.

  20. FIN 402 Slingshot Academy / fin402master.com Fore more Courses • www.fin402master.com

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