False | ✔ | 5.00 | Correct. You understand compounding. | Total | | 5.00 / 5.00 | | Question Explanation Basics of compounding. Question 2 (5 points) Ranjit began setting aside $6‚000 per year in a mutual fund at the age of 25. He has turned 34‚ and has just made a deposit. The mutual fund has returned 6.5% annually. How much does Rajit have in his account today? Your Answer | | Score | Explanation | 80967 | ✔ | 5.00 | Correct. You know how to calculate the FV of an annuity. | Total
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B onds E quity Shares M oney M arket Instrum ents M utual Fund Schem es R eal E state L ife Insurance Policies Precious O bjects Financial D erivatives DMP-INVESTMENT MGT Investment Attributes • RETURN • RISK • LIQUIDITY • TAX SHELTER • CONVENIENCE DMP-INVESTMENT MGT Choices Galore • Non-marketable Financial Assets • Money Market Instruments • Bonds or Fixed Income Securities • Equity Shares • Mutual Fund Schemes • Financial Derivatives • Life Insurance • Real Estate •
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COMM 422 Winter 2013 Assignment 1 – Due Jan 31‚ 2013 Please hand in the answer sheet only. Student No.:___________________________ Student Name: _________________________ 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 1-1 1 Which of the following measures the difference between the private costs of regulations and the private benefits for the producers
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the Schwab Way‚” USBanker‚ July 1998‚ p. 47. Other subsidiaries included Charles Schwab Europe‚ (CSE) a retail securities brokerage firm in the U.K.‚ Charles Schwab Investment Management (CSIM)‚ the investment advisor for Schwab’s proprietary mutual funds‚ and Mayer & Schweitzer (M&S)‚ a market maker in Nasdaq and other securities providing trade execution services to broker-dealers and institutional customers. Margot Sutherland and Kelly DuBois prepared this case under the supervision of Professor
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CASE 1: WARREN BUFFETT a) From Warren Buffett’s perspective‚ what is the intrinsic value? From Warren Buffett’s perspective‚ intrinsic value is the value will affect the future value performance of investment and business. It is defined as “the discounted value of the cash that can be taken out of a business during its remaining life” (Bruner‚ 2010). Why is it accorded such importance? In view of the fact that the intrinsic value is the “only logical way” (Bruner‚ 2010) which help investor
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With equity-linked saving scheme (ELSS) or tax-saving mutual fund (MF) schemes on their way out effective April 2013 if the proposed direct taxes codea (DTC) kicks in by then‚ Budget 2012 has provided some sort of an alternative. However‚ unlike ELSS that is a mutual fund‚ the new option will in all probabilities solicit direct investments in equities. About the scheme and its features Right now there are about 3.5 crore equity investors in India‚ but over 10 crore people earn more than Rs 2 lakh
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client’s mandate. In detail‚ the equity fund aims to seek long-term growth of capital through investments in a high quality portfolio of stocks‚ whose earnings are expected to grow at above-average rates. That is the growth investment style of active management. Besides‚ the bond fund seeks to maximize total return in a way that was consistent with the preservation of capital‚ which is done through an actively managed portfolio of high quality. However‚ the balanced fund seems to be a little different‚ since
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only those in the financial sector of the business world‚ but also by individual’s managing their own personal finances. Therefore‚ it important to develop and implement investment strategies in order to gain the most on a portfolio – be it as a mutual fund manager or an individual planning for retirement. Tools such as Stock-Trak‚ an online portfolio simulation‚ allow students to gain hands on experience testing different investment strategies in a risk-free‚ yet realistic environment. From February
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purchased shares of a mutual fund at a price of $20 per share at the beginning of the year and paid a front-end load of 5.75%. If the securities in which the fund invested increased in value by 11% during the year‚ and the fund’s expense ratio was 1.25%‚ your return if you sold the fund at the end of the year would be ____________%. A. 4.33 B. 3.44 C. 2.45 D. 6.87 E. 5.16 3. Which one of the following statements regarding closed-end mutual funds is false? A. The funds sometimes trade at a
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pays 3.2% annual interest on its account. How long will it be before you have enough to buy the car? T= (In ($150‚000/$35‚000)/ ((In (1+.032)) = 46.20years 3. Suppose you are still committed to owing a $150‚000 Ferrari. If you believe your mutual fund can achieve 10.25% annual rate of return‚ and you want to buy the car in 10 years on the day you turn 30‚ how much must you invest today? PV=FV(1+r)^-t PV=$150‚000(1+.1025)^-10 PV=$56‚533.42 He should invest $56‚533.42 today 4. You have just made
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