1 / 67

FIN 402 help Successful Learning/uophelp.com

For more course tutorials visit<br>www.uophelp.com<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 – Capital expenditures Disposition of property and equipment.<br> 

Lilium133
Télécharger la présentation

FIN 402 help Successful Learning/uophelp.com

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript


  1. FIN 402help Successful Learning/uophelp.com For more course tutorials visit www.uophelp.com

  2. FIN 402 Final Exam Guide For more course tutorials visit www.uophelp.com FIN 402 Investment Fundamentals and Portfolio Management Final Exam Guide

  3. FIN 402 Week 1 Assignment Capital Markets and Investment Banking Process Paper For more course tutorials visit www.uophelp.com FIN402 Week 1 Assignment Capital Markets and Investment Banking Process Paper

  4. FIN 402 Week 1 Assignment Case Problem 1.2 Preparing Carolyn Bowen’s Investment Plan For more course tutorials visit www.uophelp.com Case Problem 1.2 Preparing Carolyn Bowen’s Investment Plan

  5. FIN 402 Week 1 Assignment Case Problem 1.2, 2.1, 2.2, 3.1, 12.1 For more course tutorials visit www.uophelp.com FIN 402 Week 1 Assignment Case Problem 1.2 Preparing Carolyn Bowen’s Investment Plan

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

  7. FIN 402 Week 1 Assignment Case Problem 3.1 The Perezes’ Good Fortune For more course tutorials visit www.uophelp.com Case Problem 3.1 The Perezes’ Good Fortune

  8. FIN 402 Week 1 Assignment Case Problem 12.1 Reverend Mark Thomas Ponders Mutual Funds For more course tutorials visit www.uophelp.com Case Problem 12.1 Reverend Mark Thomas Ponders Mutual Funds

  9. FIN 402 Week 1 AssignmentCase Problem 2.1Dara’s Dilemma: What to Buy? For more course tutorials visit www.uophelp.com Case Problem 2.1Dara’s Dilemma: What to Buy?

  10. FIN 402 Week 1 DQ 1 For more course tutorials visit www.uophelp.com What are capital market instruments? How are they used? Which is most important? Explain your answer.

  11. FIN 402 Week 1 DQ 2 For more course tutorials visit www.uophelp.com What is an asset class? How are asset classes selected? What factors affect the selection?

  12. FIN 402 Week 1 DQ 3 For more course tutorials visit www.uophelp.com What is a derivative? What are the different types of derivatives? How do businesses use derivatives to mitigate risks?

  13. FIN 402 Week 1 Individual Problem Set For more course tutorials visit www.uophelp.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 Week 1 Individual Weekly Question For more course tutorials visit www.uophelp.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 Week 2 Assignment Asset Classes Paper For more course tutorials visit www.uophelp.com FIN402 Week 2 Assignment Asset Classes Paper

  16. FIN 402 Week 2 Assignment Case Problem 2.1 Traditional Versus Modern Portfolio Theory Who’s Right For more course tutorials visit www.uophelp.com Case Problem 2.1 Traditional Versus Modern Portfolio Theory: Who’s Right?

  17. FIN 402 Week 2 Assignment Case Problem 4.1 Coates’s Decision For more course tutorials visit www.uophelp.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

  18. 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.uophelp.com FIN 402 Week 2 Assignment Case Problem 4.1 Coates’s Decision

  19. 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.uophelp.com Case Problem 4.2 The Risk-Return Tradeoff: Molly O’Rourke’s Stock Purchase Decision

  20. 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.uophelp.com Case Problem 5.2 Susan Lussier’s Inherited Portfolio: Does It Meet Her Needs?

  21. 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.uophelp.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 between current income and capital

  22. FIN 402 Week 2 DQ 1 For more course tutorials visit www.uophelp.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 Week 2 DQ 2 For more course tutorials visit www.uophelp.com What are liquidity ratios? Why are they important? How may an investor use liquidity ratios when making investment decisions?

  24. FIN 402 Week 2 DQ 3http://www.uophelp.com/FIN-402-/product-3954-FIN-402-Week-2-DQ-3 For more course tutorials visit www.uophelp.com What is the CAPM? Are CAPM assumptions realistic? Why or why not?

  25. FIN 402 Week 2 Learning Team Assignment Portfolio Selection Paper (2 Papers) For more course tutorials visit www.uophelp.com Resources: Electronic Reserve Readings, Internet, University Library Select one publicly traded bond.

  26. FIN 402 Week 2 weekly Problem Set For more course tutorials visit www.uophelp.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 Week 2 Weekly Question For more course tutorials visit www.uophelp.com . (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.

  28. FIN 402 Week 3 Assignment Case Problem 6.1 Sara Decides to Take the Plunge For more course tutorials visit www.uophelp.com Case Problem 6.1 Sara Decides to Take the Plunge Sara Thomas is a child psychologist who has built

  29. 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.uophelp.com FIN 402 Week 3 Assignment Case Problem 6.1 Sara Decides to Take the Plunge

  30. FIN 402 Week 3 Assignment Relative Performance Paper For more course tutorials visit www.uophelp.com FIN 402 Week 3 Assignment Relative Performance Paper

  31. FIN 402 Week 3 AssignmentCase Problem 6.2 Wally Wonders Whether There’s a Place for Dividends For more course tutorials visit www.uophelp.com Case Problem 6.2 Wally Wonders Whether There’s a Place for Dividends

  32. FIN 402 Week 3 AssignmentCase Problem 7.1 Some Financial Ratios Are Real Eye-Openers For more course tutorials visit www.uophelp.com Case Problem 7.1 Some Financial Ratios Are Real Eye-Openers

  33. FIN 402 Week 3 AssignmentCase Problem 7.2 Doris Looks at an Auto Issue For more course tutorials visit www.uophelp.com Case Problem 7.2 Doris Looks at an Auto Issue Doris Wise is a young career woman. She lives in Phoenix

  34. FIN 402 Week 3 AssignmentCase Problem 8.1 Chris Looks for a Way to Invest His Wealth For more course tutorials visit www.uophelp.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

  35. FIN 402 Week 3 AssignmentCase Problem 8.2 An Analysis of a High-Flying Stock For more course tutorials visit www.uophelp.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 Shaft. Marc has been following one of the

  36. FIN 402 Week 3 AssignmentCase Problem 9.2 Deb Takes Measure of the Market For more course tutorials visit www.uophelp.com Case Problem 9.2 Deb Takes Measure of the Market

  37. FIN 402 Week 3 DQ 1 For more course tutorials visit www.uophelp.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 Week 3 DQ 2 For more course tutorials visit www.uophelp.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 Week 3 DQ 3 For more course tutorials visit www.uophelp.com What factors must be taken into consideration when creating an investment portfolio? How must a portfolio’s components be weighted? 

  40. FIN 402 Week 3 Individual Assignment CAPM Web Exercise For more course tutorials visit www.uophelp.com FIN 402 Week 3 Individual Assignment CAPM Web Exercise Resource: Fundamentals of Investment Management

  41. FIN 402 Week 3 Weekly Problem Set For more course tutorials visit www.uophelp.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 Week 3 Weekly Question For more course tutorials visit www.uophelp.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.

  43. FIN 402 Week 4 Assignment Case Problem 10.1 Max and Veronica Develop a Bond Investment Program For more course tutorials visit www.uophelp.com Case Problem 10.1 Max and Veronica Develop a Bond Investment Program Max and Veronica Shuman

  44. FIN 402 Week 4 Assignment Case Problem 10.1, 10.2, 11.1, 11.2 For more course tutorials visit www.uophelp.com FIN 402 Week 4 Assignment Case Problem 10.1 Max and Veronica Develop a Bond Investment Program

  45. FIN 402 Week 4 Assignment Case Problem 10.2 The Case of the Missing Bond Ratings For more course tutorials visit www.uophelp.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

  46. FIN 402 Week 4 Assignment Case Problem 11.1 The Bond Investment Decisions of Dave and Marlene Carter For more course tutorials visit www.uophelp.com Case Problem 11.1 The Bond Investment Decisions of Dave and Marlene Carter

  47. FIN 402 Week 4 Assignment Case Problem 11.2 Grace Decides to Immunize Her Portfolio For more course tutorials visit www.uophelp.com Case Problem 11.2 Grace Decides to Immunize Her Portfolio

  48. FIN 402 Week 4 DQ 1 For more course tutorials visit www.uophelp.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 Week 4 DQ 2 For more course tutorials visit www.uophelp.com Does international diversification enhance risk reduction? Why or why not? What measures may be taken to reduce risks of international portfolio investing?

  50. FIN 402 Week 4 DQ For more course tutorials visit www.uophelp.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? 

More Related