Questions from General Investment

Q: Using the resources at your campus or public library (or on

Using the resources at your campus or public library (or on the Internet), select five mutual funds—a growth fund, an equity-income fund, an international (stock) fund, an index fund, and a high-yield...

Q: One year ago, Super Star Closed-End Fund had an

One year ago, Super Star Closed-End Fund had an NAV of $10.40 and was selling at an 18% discount. Today, its NAV is $11.69 and it is priced at a 4% premium. During the year, Super Star paid dividends...

Q: Niki Malone’s portfolio earned a return of 11.8% during

Niki Malone’s portfolio earned a return of 11.8% during the year just ended. The portfolio’s standard deviation of return was 14.1%. The risk-free rate is currently 6.2%. During the year, the return o...

Q: Chee Chew’s portfolio has a beta of 1.3 and earned

Chee Chew’s portfolio has a beta of 1.3 and earned a return of 12.9% during the year just ended. The risk-free rate is currently 4.2%. The return on the market portfolio during the year just ended was...

Q: The risk-free rate is currently 8.1%. Use

The risk-free rate is currently 8.1%. Use the data in the accompanying table for the Fio family’s portfolio and the market portfolio during the year just ended to answer the question...

Q: What are market anomalies and how do they come about? Do

What are market anomalies and how do they come about? Do they support or refute the EMH? Briefly describe each of the following: a. The January effect b. The size effect c. The value effect

Q: Over the past two years, Jonas Cone has used a dollar

Over the past two years, Jonas Cone has used a dollar-cost averaging formula to purchase $300 worth of FCI common stock each month. The price per share paid each month over the two years is given in t...

Q: Using the data in the following table, assume you are using

Using the data in the following table, assume you are using a constant-dollar plan with a rebalancing trigger of $1,500. The stock price represents your speculative portfolio, and the MM mutual fund r...

Q: Describe three ways in which investors can use stock options.

Describe three ways in which investors can use stock options.

Q: Portfolio A and Portfolio B had the same holding period return last

Portfolio A and Portfolio B had the same holding period return last year. Most of the returns from Portfolio A came from dividends, while most of the returns from Portfolio B came from capital gains....