Environmental Defense Fund

not related to risk factors of mutual funds. Fama-French model cannot be improved though five-factor model. Compared this three models, Fama-French model has highest adjusted R-square and lowest probability of F-statistic. Therefore, the most suitable model to capture the performance of mutual funds is Fama-French model. However, Fama-French model is not so good. Firstly, the β of ExRm and HML is insignificant, that is to say, the expect return of mutual funds is little related to market…

A book by John Clifton Bogle, founder and former CEO of the Vanguard Mutual Fund Group and one of the greatest investors in the history, titled “Enough”(2009) is a relatively quick and good read in the financial literature genre. Although the book’s jacket is not very attractive— it has no photographs or illustrations, its title, in my opinion, is quite catchy, and attracts ones’ attention. Moreover, the title does encapsulate the main message—that the average investor feeds at the bottom of…

At the beginning of the period, the price of Computers, Inc. divided by the industry index was 0.39; by the end of the period, the ratio had increased to 0.50. As the ratio increased over the period, it appears that Computers, Inc. outperformed other firms in its industry. The overall trend, therefore, indicates relative strength, although some fluctuation existed during the period, with the ratio falling to a low point of 0.33 on day 19. 18. Five day moving averages: Days 1 – 5: (19.63 + 20 +…

Everything has a cost. The world revolves on an axis of money. Although this has an evil overtone, it gives capital market analysts their job. They are in charge of helping clients, or investors, know when to buy/sell their shares in the stock market. Besides helping them with stocks, a capital market analyst makes several presentations and proves they have a standing relationship with the bank. Before helping the investors know when to buy and sell, they must help them decide what to…

Current Fund Observations: We have looked over your current portfolio. We believe you have done a great job monitoring your investments. You have several different retirement accounts and you were proactive in getting these accounts invested early. You also have a variety of funds in each account. We would like to make a few recommendations to reflect your risk tolerance, risk capacity and risk need. Portfolio Analysis: We have observed some areas of improvements we would like to…

by doing absolutely nothing. Similarly, each of the sources of passive income has this crucial advantage. It is called compound interest. Here, compound interest refers to this gradual increase in money. In financial investments such as dividend funds, however, it works a lit- tle differently. Through compound interest, you will be able to see an exponential increase in your principal amount. It is the art of using your existing money to make more money. While a bank may provide you…

Samsung is a company that is traded on the Korean Market; therefore, the analysis used the ADR as a substitute because an American investor would only be able to purchase the stock in the form of an ADR, mutual fund, or ETF. Samsung is a company that produces a large array of products including TV’s, Laptops, Phones, and other electronics. Currently, they are experiencing some scrutiny for their latest phone, it had an event where one of their phones actually…

The Automatic Millionaire teaches many important concepts and leads its readers on the path towards becoming future millionaires. The Automatic Millionaire shows how you can be a millionaire over time without self-discipline or budgeting. The three main concepts that I thought were the most important were the Latte Factor, and how it impacts our lives. The next is the “Automate for a Rainy Day” concept, and how you should always plan for a “Rainy Day”. Lastly, I’ll go into what tithing is and…

1. What are the most interesting findings from alliance research as reported by Beamish and Lupton? Findings reported by Beamish and Lupton on Research Alliance: • Performance measures are not only profitability and stock market returns, as the stocks are sometimes not traded and objective is sometimes not short term profitability. Better are Surveys of JV managers regarding satisfaction on financial/operational performance, knowledge transfer and capability development. Objective measures may…

Complete Name: Unit 4 Student Name: Carroll, Nicholas ********************************************************************************************************** 1. Describe Mendel's P, F1, and F2 generations in his experiments with pea plants. Student Answer: Mendel's F1 generation, also known as the first filial generation is the parent of the offspring generation which is the F2 generation(Daempfle,2016). The P generation is the also known as the parent generation. The parent…