Smart, S.B., Gitman, L.J., & Joehnk, M.D. (2017). Fundamentals of investing (13th ed.). Retrieved from https://www.pearson.com

Please answer each question (10) separately as follow:

#1- Question

Prior to beginning work on this discussion, read Chapters 3, 6, and 7. Additionally, view the corresponding PowerPoints for these chapters. Developing solid financial goals is necessary to help you determine an investment strategy. Consider your financial goals. If needed, read Chapter 1 to help you formulate financial goals. Having your financial goals in mind, contact a financial advisor from a financial institution (in person, by telephone, or online), and request some guidance on developing your personal portfolio investment mix or advice on strategies to help you meet your financial goals. In your discussion post, share the financial goals that you developed and the guidance you received from the financial advisor. It must be a minimum of 300 words Minimum!

#2- Question

Prior to beginning work on this discussion, read Chapter 10 and 11, and view the PowerPoint slides for these chapters. Assuming that your financial advisor anticipates a significant decline in interest rates, which bonds would provide the largest potential capital gain? Explain your answer and discuss why. It must be a minimum of 300 words Minimum!

#3- Question

Prior to beginning work on this discussion, read Chapter 12, and review the Chapter 12 “Mutual Funds and Exchange-Traded Funds” PowerPoint. In your discussion post, contrast the merits and drawbacks of investing through mutual funds versus investing directly in stocks and bonds. It must be a minimum of 300 words Minimum!

#4- Question

Prior to beginning work on this discussion, read Chapters 14 and 15 of your text, and review each chapters’ PowerPoints. The use of puts options, calls options, and futures contracts have been used by many investors and businesses to speculate and reduce their portfolio risk. Briefly discuss the risks and rewards of investing in options. It must be a minimum of 300 words Minimum!

#5- Question

Prior to beginning work on this discussion, read Chapters 5 and 13, and review the PowerPoint presentations for Chapters 5 and 13. The process of portfolio management can be viewed as a multi-phased activity. Outline some of the important portfolio management processes, and briefly discuss each step in the process. It must be a minimum of 300 words Minimum!

#6-Question

• Describe your personal investment objectives and goals (please explain in detail)
• Discuss the kinds of common stock you have selected for ownership and why. (please explain in detail)
• Describe the method of analysis used in your common stock selection (please explain in detail)

#7-Question

• Describe the specific data elements from your bond selection process and analysis on how you selected your bonds for your portfolio (include the companies’ names and bond special features). (please explain in detail)
• Explain how some of these following bond features will impact your chosen bond price (The provisions dealing with denomination, registration, callability, convertibility, sinking fund, security, additional debt, rights on default, and indenture modification.) (please explain in detail)

#8-Question

• Describe the following characteristic of one of your mutual fund purchases (name, growth comparison, performance, and the selection process). (please explain in detail)
• Summarize findings on your fund news or events of your fund and how this portion of your portfolio will help you meet your financial goals. (please explain in detail)

#9-Question

• Explain the trading techniques that can be used with options and financial futures contracts and note how these securities can be used in conjunction with your other investments. (please explain in detail)
• Summarize how this portion of your portfolio will help you meet your financial goals. (please explain in detail)

#10-Question

• Explain what lessons were learned from BUS405: Principles of Investments. (please explain in detail)
• Discuss how, if you had more time to manage your portfolio what additional changes would you make. (please explain in detail)