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FIN 402 Extraordinary Life/newtonhelp.com  

For more course tutorials visit<br>www.newtonhelp.com<br><br><br>FIN 402 Investment Fundamentals and Portfolio Management Final Exam Guide<br> <br>True/False<br> 1.___ ___ The balance sheet shows what assets the firm controls at a point in time and how it financed the assets.<br> <br> 2.___ ___ Free cash flow = Cash flow from operations u2013 Capital

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FIN 402 Extraordinary Life/newtonhelp.com  

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  1. FIN 402 Extraordinary Life/newtonhelp.com

  2. FIN 402 Extraordinary Life/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 Extraordinary Life/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 Extraordinary Life/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 wo

  5. FIN 402 Extraordinary Life/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 FIN 402 Week 1 Assignment Case Problem 2.1 Dara’s Dilemma: What to Buy?

  6. FIN 402 Extraordinary Life/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 th

  7. FIN 402 Extraordinary Life/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 near

  8. FIN 402 Extraordinary Life/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 rel

  9. FIN 402 Extraordinary Life/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.

  10. FIN 402 Extraordinary Life/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 Extraordinary Life/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 Extraordinary Life/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 Extraordinary Life/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 Extraordinary Life/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 Extraordinary Life/newtonhelp.com FIN 402 Week 1-5 All Assignments For more course tutorials visit www.newtonhelp.com FIN 402 Week 1 Assignment Case Problem 1.2, 2.1, 2.2, 3.1, 12.1 FIN 402 Week 2 Assignment Case Problem 4.1, 4.2, 2.1, 5.2, 13.1 (Part a,b,c,d)

  16. FIN 402 Extraordinary Life/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

  17. FIN 402 Extraordinary Life/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’Brie

  18. FIN 402 Extraordinary Life/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

  19. FIN 402 Extraordinary Life/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

  20. FIN 402 Extraordinary Life/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 Over the past 10 years, Molly O’Rourke has slowly built a diversified portfolio of common stock. Currently her portfolio includes 20 different common sto

  21. FIN 402 Extraordinary Life/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

  22. FIN 402 Extraordinary Life/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 wit

  23. FIN 402 Extraordinary Life/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?

  24. FIN 402 Extraordinary Life/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?

  25. FIN 402 Extraordinary Life/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?

  26. FIN 402 Extraordinary Life/newtonhelp.com FIN 370T Assignment Week 2 Apply: Time Value of Money Homework(All Possible Questions/Answers) For more course tutorials visit www.newtonhelp.com FIN 370T ASSIGNMENT Week 2 Apply: Time Value of Money Homework Review the Week 2 “Practice: Time Value of Money Quiz” in Connect®.

  27. FIN 402 Extraordinary Life/newtonhelp.com FIN 370T Assignment Week 2 Apply Exercise(All Possible Questions/Answers) For more course tutorials visit www.newtonhelp.com FIN 370T ASSIGNMENT Week 2 Apply: Week 2 Exercise Review the Week 2 “Knowledge Check” in Connect® in preparation for this Assignment . Complete the Week 2 “Exercise” in Connect®.

  28. FIN 402 Extraordinary Life/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?

  29. FIN 402 Extraordinary Life/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

  30. FIN 402 Extraordinary Life/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? 

  31. FIN 402 Extraordinary Life/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? 

  32. FIN 402 Extraordinary Life/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:

  33. FIN 402 Extraordinary Life/newtonhelp.com FIN 370T Assignment Week 4 Apply: Risk and the Cost of Capital Homework(All Possible Questions/Answers) For more course tutorials visit www.newtonhelp.com FIN 370T ASSIGNMENT Week 4 Apply: Risk and the Cost of Capital Homework Review the Week 4 “Practice: Risk and the Cost of Capital Quiz” in Connect®.

  34. FIN 402 Extraordinary Life/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.

  35. FIN 402 Extraordinary Life/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:

  36. FIN 402 Extraordinary Life/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 o

  37. FIN 402 Extraordinary Life/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

  38. FIN 402 Extraordinary Life/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 opera

  39. FIN 402 Extraordinary Life/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 D

  40. FIN 402 Extraordinary Life/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, she’s also intere

  41. FIN 402 Extraordinary Life/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 international portfolio investing?

  42. FIN 402 Extraordinary Life/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? 

  43. FIN 402 Extraordinary Life/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? 

  44. FIN 402 Extraordinary Life/newtonhelp.com FIN 402 Week 4 Individual Assignment Risk and Return Tradeoff Memo (2 Papers) For more course tutorials visit www.newtonhelp.com 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, University Library

  45. FIN 402 Extraordinary Life/newtonhelp.com FIN 402 Week 4 Learning Team Assignment Risk and Return Analysis Paper For more course tutorials visit www.newtonhelp.com FIN 402 Week 4 Learning Team Assignment Risk and Return Analysis Paper Complete the following activities:

  46. FIN 402 Extraordinary Life/newtonhelp.com FIN 402 Week 4 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. 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 ________.

  47. FIN 402 Extraordinary Life/newtonhelp.com FIN 402 Week 4 Weekly Question For more course tutorials visit www.newtonhelp.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.

  48. FIN 402 Extraordinary Life/newtonhelp.com FIN 402 Week 5 Assignment Case Problem 14.1 The Franciscos’ Investment Options For more course tutorials visit www.newtonhelp.com 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 pr

  49. FIN 402 Extraordinary Life/newtonhelp.com FIN 402 Week 5 Assignment Case Problem 14.1, 14.2, 15.1, 15.2 For more course tutorials visit www.newtonhelp.com 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

  50. FIN 402 Extraordinary Life/newtonhelp.com FIN 402 Week 5 Assignment Case Problem 14.2 Luke’s Quandary To Hedge or Not to Hedge For more course tutorials visit www.newtonhelp.com 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. Sin

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