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19 Cards in this Set
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BUS 655 Entire Course Financial Investment Management
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BUS 655 Week 1 Assignment Portfolio Construction
BUS 655 Week 1 DQ 1 The Challenge of Investing Today BUS 655 Week 1 DQ 2 Investment Information BUS 655 Week 2 Assignment Calculating and Analyzing Portfolio Beta BUS 655 Week 2 DQ 1 Risk and Return BUS 655 Week 2 DQ 2 Interpreting Beta BUS 655 Week 3 Assignment Financial Statement Review BUS 655 Week 3 DQ 1 Key Economic Factors BUS 655 Week 3 DQ 2 Market Anomalies BUS 655 Week 4 Assignment Bond Analysis BUS 655 Week 4 DQ 1 Bond Valuation BUS 655 Week 4 DQ 2 Fixed-Income Securities BUS 655 Week 5 Assignment Portfolio Protection Using Options BUS 655 Week 5 DQ 1 Using Black-Scholes to Value Options BUS 655 Week 5 DQ 2 Future Contract Price and Analysis BUS 655 Week 6 DQ 1 Mutual Fund Fees BUS 655 Week 6 DQ 2 Asset Allocation BUS 655 Week 6 Final Paper Portfolio Analysis |
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BUS 655 Week 1 Assignment Portfolio Construction
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Portfolio Construction. You will be developing a simple portfolio that will be used for analysis over the following five weeks. (This will also be used in your in-depth analysis of the entire portfolio for the Week Six Final Paper.) You are given $10,000 to allocate to a portfolio. You must allocate 100% of your portfolio to the following securities:
100 shares of a publically traded company. 1 corporate bond. 1 mutual fund that reflects your investment style. 100 puts or calls of one option of your choosing (just make sure it is at least 6 months out). With any leftover cash, find a 6-month CD and “invest” the funds into it. |
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BUS 655 Week 1 DQ 1 The Challenge of Investing Today
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The Challenge of Investing Today. Financial investment is continually changing. Without a solid understanding of the investment world, an investor will be ineffective. What are some of the general challenges in today’s investment environment, and what are the specific challenges that we didn’t see last year? What does an investor need to know in order to be effective? What are some of the tools a manager may use in helping an investor achieve his or her financial goals?
Guided Response: Respond to at least two of your classmates' posts. Suggest concepts you have found that may be helpful to advance their understanding. |
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BUS 655 Week 1 DQ 2 Investment Information
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Investment Information. For this discussion, you will download an analyst report of a security of your choosing. If you do not have access to a brokerage account, MSN.com has a free, but limited stock analysis feature. Go to: http://money.msn.com/stocks/
Under “Research a Stock”, type in the symbol for a publically traded company and click on “GO”. Then on the left hand side under “Ratings/Analysis”, select “StockScouter Report”. Either using the information from MSN.com, or your analyst report, address the following questions: What are some of the pros and cons about the stock? What are some of the strengths and weaknesses of the company according to the analysts? What other features of this report do you find unique or interesting? |
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BUS 655 Week 2 Assignment Calculating and Analyzing Portfolio Beta
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Calculating and Analyzing Portfolio Beta. Analyze your portfolio’s beta. In a three- to five- page paper (excluding the title page and references page), provide an actual calculation (showing the math) of your portfolio’s beta. For the second half of the paper, explain and interpret the portfolio’s beta using the following scenarios:
The S&P experiences a 10% decline from today’s value. The S&P experiences a 20% increase from today’s value. Would you consider your portfolio to be a bull or a bear in the above scenarios? |
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BUS 655 Week 2 DQ 1 Risk and Return
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Risk and Return. After reading Chapter 4 of your textbook, address the following:
Using either a stock or bond in your portfolio, identify two sources of risk that may affect the value of this security. These may be positive risks or negative risks (although these risks may be hypothetical, make sure that they are plausible). If interest rates rose, what would happen to the value of your stock or bond? If the gross domestic product (GDP) growth were negative, what would happen to the value of your stock or bond? |
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BUS 655 Week 2 DQ 2 Interpreting Beta
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Interpreting Beta. Beta is a securities term tossed around without much thought. How are investors impacted by beta? Go to Yahoo Finance. Type in the symbol for a stock in your portfolio and look at the beta. Give two plausible reasons why you think the beta is where it is relative to 1.0.
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BUS 655 Week 3 Assignment Financial Statement Review
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Financial Statement Review. Download the annual reports for the 2011 & 2012 fiscal years of the publically traded company in the portfolio you created in the Week One “Portfolio Construction” Assignment.
Review problems 7.17 and 7.18 in Chapter 7 of your text. Instead of using the financial statements in the text, substitute the financial statements of your company and address the following questions: 1. Review the 2011 and 2012 financial statements of the company you selected. 7.17 a. On the basis of the information provided, calculate the following financial ratios for 2011 and 2012. 7.17 b. Considering the financial ratios you computed, along with the industry averages, how would |
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BUS 655 Week 3 DQ 1 Key Economic Factors
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Key Economic Factors. There are many factors that could potentially impact the value of a security. The text provides several key economic factors to be considered when making investment decisions. Choose two and, in your own words, describe how these economic factors will impact the value of a security.
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BUS 655 Week 3 DQ 2 Market Anomalies
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Market Anomalies. There are many theories that attempt to explain stock market behavior. Chapter 9 discusses market anomalies that contradict the efficient market hypothesis. Choose one, and then locate an article in the Ashford University Library that discusses this anomaly. Summarize your findings and discuss whether or not it refutes the anomaly or supports it.
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BUS 655 Week 4 Assignment Bond Analysis
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Bond Analysis. Address the following two discussion questions from Chapter 11 of your text:
Q11.2. Using The Wall Street Journal or Barron’s, find the bond yields for Treasury securities with the following maturities: three months, six months, one year, three years, five years, 10 years, 15 years, and 20 years. Construct a yield curve based on these reported yields, putting term-to-maturity on the horizontal (x) axis and yield-to-maturity on the vertical (y) axis. Briefly discuss the general shape of your yield curve. What conclusions might you draw about future interest rate movements from this yield curve? |
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BUS 655 Week 4 DQ 1 Bond Valuation
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Bond Valuation. Assuming interest rates are 5% for AAA Rated Corporate bonds, calculate the value of your bond relative to this interest rate using equation 11.2 in the text. Assume that i = 5%. Is your bond selling for a premium or at a discount based on your calculation? What other factors can impact bond valuation?
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BUS 655 Week 4 DQ 2 Fixed-Income Securities
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Fixed-Income Securities. Assume that someone asks you for some advice on investing in bonds. You are fully aware of the five risk categories explained in Chapter 10. Assume that the person asking
for advice would like to know your opinion on which risk to be most cautious of. Which risk is it and why? Furthermore, explain how an investor could potentially mitigate his or her risk. Support your position with examples from the text and this week’s additional resources. |
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BUS 655 Week 5 Assignment Portfolio Protection Using Options
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Portfolio Protection using Options. Assume that you anticipate that the stock in your portfolio will experience a significant decline within the next three months. Research and describe two option strategies that you could potentially take advantage of to protect your portfolio’s value. Be sure to show the calculations that demonstrate how you will protect your portfolio’s value. Assuming that you own the underlying stock, what options could you use to enhance your returns?
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BUS 655 Week 5 DQ 1 Using Black-Scholes to Value Options
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Using Black -Scholes to Value Options. You will be using the Black-Scholes option- pricing model to price a call option. Look up today’s value of a stock from your portfolio. Assume that the strike price will be 10% above today’s stock value and calculate the price of this option. Provide an explanation that supports your findings.
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BUS 655 Week 5 DQ 2 Future Contract Price and Analysis
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Future Contract Price Analysis. Review the section on “Options on Futures” in Chapter 15 of your text. Next, go to The Wall Street Journal and select “Markets”, then “Futures” (over on the right side of the screen). Select one of the Futures and do the following:
a. Select a futures contract and note the price today. b. Find the price of the futures contract one year ago today. c. If you had invested $1000 into that futures contract one year ago, calculate then report how much you would have gained or lost. d. Speculate what you think will happen to that futures contract one year from now. e. Provide an explanation supporting your findings. |
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BUS 655 Week 6 DQ 1 Mutual Fund Fees
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Mutual Fund Fees. There are many factors to consider when selecting mutual funds for a portfolio. One factor is the fees associated with owning the mutual fund. For the mutual fund that you have selected for your portfolio, download and review the prospectus. In your initial post, provide answers to the following:
What are the fees associated with owning this mutual fund? What are the annual fund operating expenses? Do you believe the fees are reasonable given your experience with finance? Compare the possible impact of fees when using active, rather than passive, portfolio management. Provide an explanation supporting your findings. |
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BUS 655 Week 6 DQ 2 Asset Allocation
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Asset Allocation. There are many financial service companies and information providers that will help you determine your ideal asset allocation for your portfolio. Conduct an Internet search on “Asset Allocation” and select one to provide you with your ideal asset allocation. Share your allocation with the class (in percentage – not actual dollars). Address the following questions in your post:
Do you agree with the portfolio allocation suggested by the provider? Why? Based on your knowledge of finance and portfolio construction, would you say this allocation is too aggressive or too conservative? Here are some example investment tools: Is your retirement portfolio’s asset allocation on track? Ultimate guide to retirement Asset allocation by age and risk tolerance Optimal asset allocation: How to build a strong portfolio using four basic strategies |
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BUS 655 Week 6 Final Paper Portfolio Analysis
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Evaluation of Portfolio Performance
For the Final Paper, you will utilize the concepts gleaned from this class to analyze the strengths and weakness of the portfolio you constructed in Week One. The completed Final Paper should include: 1. Introduction – Background on the rationale you used to select and construct your portfolio. Asset allocation demonstrating the weightings of the components of the portfolio. An evaluation of the performance of each investment in the portfolio over the course of the course period. Complete Portfolio Performance Measure from each of the following categories: Sharpe’s Measure Treynor’s Measure Jensen’s Measure |
