FIN 650 Final Assessment This is a reflection essay on your learning for the Seminar in Investments course. A document that answers the following questions for Seminar in Investments course. (Maximum...

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FIN 650 Final Assessment This is a reflection essay on your learning for the Seminar in Investments course. A document that answers the following questions for Seminar in Investments course. (Maximum 1200 words) Questions 1. What are the three most important investment concepts and analytical skills that you learned in this class? My answer: 1. Main differences between stocks, ETF, bonds, and mutual funds 2. How to tell which stock or ETF is a great investment option (example: interpreting sharpe ratio, beta, standard deviation) 3. How to create a well diverse portfolio and manage it for personal use 2. For each major learning experience state the theoretical foundations and practical applications. Will you be able to use this knowledge or skill in your professional life? (400 words for each takeaway) Please answer this question using my answer above. Please be very specific about the theoretical and practical applications of the 3 concepts Rubric for Final Assessment Component Sophisticated* Competent Not Yet Competent Grading Concepts and Skills The three most important investment concepts and/or analytical skills that are learned in this class are clearly stated. There is an in depth explanation regarding the reasons of your choices. The three most important investment concepts and/or analytical skills that are learned in this class are clearly stated. The three most important investment concepts and/or analytical skills that are learned in this class are not clearly stated. 3/3 Theoretical Foundations Theoretical foundations of your takeaway is clearly explained. The discussion includes references to important academic and professional work Theoretical foundations of the takeaway is clearly explained. Theoretical foundations of your takeaway is vague. 6/6 Practical Implications Practical implications and possible uses of the three takeaways in professional work are clearly discussed. The discussion includes information sources, data and analytical tools available through various suppliers. Practical implications and possible uses of the three takeaways in professional work are clearly discussed. Practical implications and possible uses of the three takeaways in professional work are vague 6/6 *Sophisticated grading in any one component adds +1 to your overall grade for this assignment
Answered 1 days AfterDec 11, 2021

Answer To: FIN 650 Final Assessment This is a reflection essay on your learning for the Seminar in Investments...

Rochak answered on Dec 12 2021
121 Votes
Question 1
1.
Stocks: A type of security that gives the holder of that security the ownership in the company whose stock he/she has purchased. In other words, these are the
certificates of the company which make the owner of the certificate entitled to the ownership of the company in the proportion of the number of stocks he/she has purchased.
ETF: ETF or Exchange Traded Fund is a special type of security that contains other securities in a specific proportion. In other words, ETF is a type of security that tracks all the security which it has in its basket. ETFs can also track an index, sector, commodity, or specific assets from the pool of the assets which are trading in the market.
Bonds: Bonds are fixed-income security, it is called fixed-income security because the owner of the bond will receive a fixed amount each period which is defined at the time of selling of bond. A bond is a certificate which states that the owner of the bond (who is also called the lender) has lent the money to the issuer of the bond (who is the borrower), and they will pay this much interest (coupon) each period to the lender. A bond has specifics which are maturity date, coupon rate, periods (semi-annual, quarterly, annual, or zero-coupon). Bonds are issued by almost all organization that wants to raise money be it governments, municipalities, or companies.
Mutual Funds: A mutual fund is an organization that pools the money from lots of investors and then invests that money in different securities which are stocks, bonds, or any other. ETFs and mutual may look the same but mutual funds are not traded on the exchanges and therefore they will have to be purchased from the fund house.
2.
To tell which stock or ETF is a great investment option...
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