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FIN 402 GUIDE Assignments Introduction Education--fin402guide.com

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FIN 402 GUIDE Assignments Introduction Education--fin402guide.com

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  1. FIN 402 GUIDE Introduction Education--fin402guide.com

  2. FIN 402 GUIDE Introduction Education--fin402guide.com • FIN 402 Final Exam Guide • FOR MORE CLASSES VISIT • www.fin402guide.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 GUIDE Introduction Education--fin402guide.com • FIN 402 Week 1 DQ 1 • FOR MORE CLASSES VISIT • www.fin402guide.com • What are capital market instruments? How are they used? Which is most important? Explain your answer.

  4. FIN 402 GUIDE Introduction Education--fin402guide.com • FIN 402 Week 1 DQ 2 • FOR MORE CLASSES VISIT • www.fin402guide.com • What is an asset class? How are asset classes selected? What factors affect the selection?

  5. FIN 402 GUIDE Introduction Education--fin402guide.com • FIN 402 Week 1 DQ 3 • FOR MORE CLASSES VISIT • www.fin402guide.com • What is a derivative? What are the different types of derivatives? How do businesses use derivatives to mitigate risks?

  6. FIN 402 GUIDE Introduction Education--fin402guide.com • FIN 402 Week 1 Individual Problem Set • FOR MORE CLASSES VISIT • www.fin402guide.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. • 1. Creating prices for securities and allowing for liquidity are functions

  7. FIN 402 GUIDE Introduction Education--fin402guide.com • FIN 402 Week 1 Individual Weekly Question • FOR MORE CLASSES VISIT • www.fin402guide.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. Also, do not use quotes in lieu of a response in your own words.

  8. FIN 402 GUIDE Introduction Education--fin402guide.com FIN 402 Week 2 DQ 1 FOR MORE CLASSES VISIT www.fin402guide.com What are different ratio categories? Which category is most important to bondholders? Why? Which category is most important to stockholders? Why?

  9. FIN 402 GUIDE Introduction Education--fin402guide.com • FIN 402 Week 2 DQ 2 • FOR MORE CLASSES VISIT • www.fin402guide.com • What are liquidity ratios? Why are they important? How may an investor use liquidity ratios when making investment decisions?

  10. FIN 402 GUIDE Introduction Education--fin402guide.com • FIN 402 Week 2 DQ 3 • FOR MORE CLASSES VISIT • www.fin402guide.com • What are different ratio categories? Which category is most important to bondholders? Why? Which category is most important to stockholders? Why?

  11. FIN 402 GUIDE Introduction Education--fin402guide.com • FIN 402 Week 2 Learning Team Assignment Portfolio Selection Paper (2 Papers) • FOR MORE CLASSES VISIT • www.fin402guide.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.®

  12. FIN 402 GUIDE Introduction Education--fin402guide.com • FIN 402 Week 2 Weekly Problem Set • FOR MORE CLASSES VISIT • www.fin402guide.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. • 1. If RF = 6 percent, b = 1.3, and the ERP = 6.5 percent, compute Ke(the required rate of return)

  13. FIN 402 GUIDE Introduction Education--fin402guide.com • FIN 402 Week 2 Weekly Question • FOR MORE CLASSES VISIT • www.fin402guide.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.

  14. FIN 402 GUIDE Introduction Education--fin402guide.com • FIN 402 Week 3 DQ 1 • FOR MORE CLASSES VISIT • www.fin402guide.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?

  15. FIN 402 GUIDE Introduction Education--fin402guide.com • FIN 402 Week 3 DQ 2 • FOR MORE CLASSES VISIT • www.fin402guide.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?

  16. FIN 402 GUIDE Introduction Education--fin402guide.com • FIN 402 Week 3 DQ 3 • FOR MORE CLASSES VISIT • www.fin402guide.com • What factors must be taken into consideration when creating an investment portfolio? How must a portfolio’s components be weighted?

  17. FIN 402 GUIDE Introduction Education--fin402guide.com • FIN 402 Week 3 Individual Assignment CAPM Web Exercise • FOR MORE CLASSES VISIT • www.fin402guide.com • FIN 402 Week 3 Individual Assignment CAPM Web Exercise • Resource:Fundamentals of Investment Management • Prepare a response to the following assignment:

  18. FIN 402 GUIDE Introduction Education--fin402guide.com • FIN 402 Week 3 Weekly Problem Set • FOR MORE CLASSES VISIT • www.fin402guide.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. • 1. Which of the following are assumptions of the simple CAPM model?

  19. FIN 402 GUIDE Introduction Education--fin402guide.com • FIN 402 Week 3 Weekly Question • FOR MORE CLASSES VISIT • www.fin402guide.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:

  20. FIN 402 GUIDE Introduction Education--fin402guide.com • FIN 402 Week 4 DQ 1 • FOR MORE CLASSES VISIT • www.fin402guide.com • What are examples of active and passive portfolio management techniques? Why would a portfolio manager pursue active instead of passive techniques?

  21. FIN 402 GUIDE Introduction Education--fin402guide.com • FIN 402 Week 4 DQ 2 • FOR MORE CLASSES VISIT • www.fin402guide.com • Does international diversification enhance risk reduction? Why or why not? What measures may be taken to reduce risks of international portfolio investing?

  22. FIN 402 GUIDE Introduction Education--fin402guide.com • FIN 402 Week 4 DQ 3 • FOR MORE CLASSES VISIT • www.fin402guide.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?

  23. FIN 402 GUIDE Introduction Education--fin402guide.com • FIN 402 Week 4 Individual Assignment Risk and Return Tradeoff Memo (2 Papers) • FOR MORE CLASSES VISIT • www.fin402guide.com • 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.

  24. FIN 402 GUIDE Introduction Education--fin402guide.com • FIN 402 Week 4 Learning Team Assignment Risk and Return Analysis Paper (Portfolio Risk Analysis) • FOR MORE CLASSES VISIT • www.fin402guide.com • FIN 402 Week 4 Learning Team Assignment Risk and Return Analysis Paper • Complete the following activities:

  25. FIN 402 GUIDE Introduction Education--fin402guide.com • FIN 402 Week 4 Weekly Problem Set • FOR MORE CLASSES VISIT • www.fin402guide.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. • 1. The weak form of the EMH states that ________ must be reflected in the current stock price.

  26. FIN 402 GUIDE Introduction Education--fin402guide.com • FIN 402 Week 4 Weekly Question • FOR MORE CLASSES VISIT • www.fin402guide.com • 1. (2 point) Go to Morningstar.com. Find the listed mutual funds’ profiles on the website. Under Ratings & Risk, find and submit the Sharpe Ratio for each fund. Then discuss, using the ratio, which fund you believe provides a better investment.

  27. FIN 402 GUIDE Introduction Education--fin402guide.com • FIN 402 Week 5 DQ 1 • FOR MORE CLASSES VISIT • www.fin402guide.com • What are different types of alternative investment vehicles? Which is preferable? What factors could affect the choice of such a vehicle?

  28. FIN 402 GUIDE Introduction Education--fin402guide.com • FIN 402 Week 5 DQ 2 • FOR MORE CLASSES VISIT • www.fin402guide.com • What is an individual retirement account? Is it important to have an individual retirement account?

  29. FIN 402 GUIDE Introduction Education--fin402guide.com • FIN 402 Week 5 DQ 3 • FOR MORE CLASSES VISIT • www.fin402guide.com • What are derivatives? How may they be used to manage a portfolio?

  30. FIN 402 GUIDE Introduction Education--fin402guide.com • FIN 402 Week 5 Individual Assignment Investment Enhancement Paper • FOR MORE CLASSES VISIT • www.fin402guide.com • Prepare a 1,050- to 1,750-word paper in which you address the following: • Analyze effects of international portfolio diversification on an investment portfolio. • Examine alternative investment vehicles.

  31. FIN 402 GUIDE Introduction Education--fin402guide.com • FIN 402 Week 5 Weekly Problem Set • FOR MORE CLASSES VISIT • www.fin402guide.com • 1. You purchase one IBM July 125 call contract for a premium of $5. You hold the option until the expiration date when IBM stock sells for $123 per share. You will realize a ______ on the investment.

  32. FIN 402 GUIDE Introduction Education--fin402guide.com • FIN 402 Week 5 Weekly Questions • FOR MORE CLASSES VISIT • www.fin402guide.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. Also, do not use quotes in lieu of a response in your own words.

  33. FIN 402 GUIDE Introduction Education--fin402guide.com

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