FIN 402 UOP TUTORIAL / Uoptutorial

FIN 402 Entire Course

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FIN 402 Week 1 AssignmentCapital Markets and Investment
FIN 402 Week 1 DQ 1
FIN 402 Week 1 DQ 2
FIN 402 Week 1 DQ 3
FIN 402 Week 2 Assignment Asset Classes Paper
FIN 402 Week 2 DQ 1
FIN 402 Week 2 DQ 2
FIN 402 Week 2 DQ 3
FIN 402 Week 2 Learning Team Assignment Portfolio
FIN 402 Week 3 Assignment Relative Performance Paper
FIN 402 Week 3 DQ 1
FIN 402 Week 3 DQ 2
FIN 402 Week 3 DQ 3
FIN 402 Week 3 Individual Assignment CAPM Web Exercise
FIN 402 Week 4 DQ 1
FIN 402 Week 4 DQ 2
FIN 402 Week 4 DQ 3
FIN 402 Week 4 Individual Assignment Risk and Return
FIN 402 Week 4 Learning Team Assignment Risk and Return
FIN 402 Week 5 Assignment Investment Portfolio Paper
FIN 402 Week 5 DQ 1
FIN 402 Week 5 DQ 2
FIN 402 Week 5 DQ 3
FIN 402 Week 5 Individual Assignment Investment

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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 at a point in time and how it financed the assets.

2.___ ___ Free cash flow = Cash flow from operations – Capital expenditures + Disposition of property and equipment.

3.___ ___ The income statement indicates the flow of sales, expenses, and earnings during a period of time.

4.___ ___ Financial ratios are used in stock and bond valuation models.

5.___ ___ A good portfolio is a collection of individually good assets.

6.___ ___ If the covariance of two stocks is positive, these stocks tend to move together over time.

7.___ ___ Increasing the correlation among assets in a portfolio results in an increase in the standard deviation of the portfolio.

8.___ __ In a three asset portfolio the standard deviation of the portfolio is one third of the square root of the sum of the individual standard deviations.

9.___ __ Combining assets that are not perfectly correlated does affect both the expected return of the portfolio as well as the risk of the portfolio.

10.__ ___ Bond rating agencies include the analysis of financial ratios in arriving at corporate bond ratings. Multiple choice (4 points each)

Multiple Choice

11. In the context of the Capital Asset Pricing Model (CAPM) the relevant measure of risk is

12. According to the Capital Asset Pricing Model (CAPM) a well diversified portfolio's rate of return is a function of

13. The premise of behavioral finance is that

14. The efficient market hypothesis ____________.

15. The CAPM is not testable unless

16. The duration of a bond is a function of the bond's A. coupon rate. B. yield to maturity. C. time to maturity. D. All of these are correct. E. None of these is correct.

17. Treasury STRIPS are

Problems/Essay:

Problem 1(15 points): Be sure to show your work for computations. Use CAPM methodology to compute the following:

Problem 2 (15 points) High Tech Chip Company paid a dividend last year of $2.50. The expected ROE for next year is 12.5%. An appropriate required return on the stock is 11%. If the firm has a plowback ratio of 60%, the dividend in the coming year should be: g = .125 X .6 = 7.5%; $2.50(1.075) = $2.69

Essay question (12 points) Discuss some reasons why an investor with a long time horizon might choose to invest in common stocks, even though they have historically been riskier than government bonds or T-bills.

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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

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FIN 402 Week 2 Assignment Asset Classes Paper

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FIN402 Week 2 Assignment Asset Classes Paper

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FIN 402 Week 2 Learning Team Assignment Portfolio Selection Paper

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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.®

Citigroup®

Dell®

Disney®

Ford Motor Company®

General Electric Company®

The Home Depot, Inc.®

Lockheed Martin Corporation®

Microsoft®

Motorola, Inc.®

Proctor & Gamble®

Time Warner Inc.®

United Parcel Service of America, Inc.®

Wal-Mart Stores, Inc.®

Obtain faculty approval of your selections prior to beginning the assignment.

Conduct research on the selected securities. Examine the organizations’ 10K and investment reports, general economic data, and Federal Reserve data.

Prepare a 1,750- to 2,450-word paper in which you describe the selected securities.

Format your paper consistent with APA guidelines.

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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 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:

Web Exercise (Ch. 21) of Fundamentals of Investment Management, including calculations for each organization listed in Step 9

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FIN 402 Week 4 Individual Assignment Risk and Return Tradeoff Memo

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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 simulation on the student website.

Conduct research concerning the risk and return tradeoff, and the relationship between investment strategy and performance.

Prepare a 1,050- to 1,400-word memo to Rainier Ekstrom, Casa Bonita’s chief executive officer, in which you analyze risk and return tradeoffs associated with the organization’s investment portfolio. Address the following:

Decisions you made in the simulation

A discussion of how the Sharpe ratio helps make investment decisions

Recommendations for changes in the organization’s investment strategy to improve its performance

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FIN 402 Week 4 Learning Team Assignment Risk and Return Analysis Paper

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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 the investment vehicles in your portfolio.

Select the weights of each vehicle in your portfolio; for example, the percentage of the portfolio each vehicle makes up.

Locate the beta for each security. Use .3 beta for bonds and 0 for money market instruments.

Calculate the weighted average risk and return of your portfolio. Then, change the weights of the vehicles to emphasize high-return performers.Perform another risk assessment, using these weightings. Change the weights of the vehicles to emphasize low-risk performers. Perform another risk assessment using these weightings.

Prepare a 1,750- to 2,450-word paper in which you present your risk assessment and return analysis, and summarize your findings. Include an explanation of the relationship between risk tolerance levels and macroeconomic variables.

Format your paper consistent with APA guidelines.

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FIN 402 Week 5 Assignment Investment Portfolio Paper

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FIN 402 Week 5 Assignment Investment Portfolio Paper

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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.

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