Management and implementation of investment portfolio Business Finance Assignment Help. Management and implementation of investment portfolio Business Finance Assignment Help.
(/0x4*br />
James O’Hara, an ABC client, is a single, 37-year-old, self-employed plastic surgeon who currently owns a condominium in Tiburon, CA, worth $1.4 million. James is doing quite well financially. His gross income from his practice last year exceeded $350,000. Upon graduation from medical school, he began investing in stocks and opened an IRA. He made his selections mostly on the basis of articles he read describing good investment opportunities in various personal finance magazines. Because of his hectic schedule, Dr. O’Hara has seldom taken the time to evaluate his portfolio performance, but he feels it is not quite up to par.
Dr. O’Hara currently has about $350,000 in investable funds with about $130,000 currently invested in several stocks at a local discount brokerage house, as well as an IRA account funded with three mutual funds that are currently worth about $170,000. After working with a staff financial planner and investment advisor at ABC, the following investment strategies have been drafted for Dr. O’Hara based on his financial needs and objectives:
- Dr. O’Hara will contribute the maximum allowable yearly contribution to his newly established private practice 401(k) plan, which will also be managed and monitored by ABC. The account is to be funded with only one well-performing mutual fund. The fund investment objectives must include the ability to earn market returns consistently and minimal yearly management fees.
- A sum of $30,000 is to be earmarked for Dr. O’Hara’s upcoming wedding and honeymoon trip in June of next year. Dr. O’Hara wants this portion invested in a very safe place with no expense, sales, or early withdrawal charges.
- Dr. O’Hara is also planning to assist his nephew with medical school expenses in 3 years. To this end, he wants $60,000 earmarked in an account with higher than current certificate of deposit or money market rates but minimal market volatility.
- Dr. O’Hara’s average, long-term (5 years and on) minimum required rate on equity investments is 9%.
- Dr. O’Hara’s risk tolerance questionnaire indicates that he is a moderately aggressive investor.
Assignment:
You are asked to assist the ABC financial advisor in charge of Dr. O’Hara’s account with the compilation of a presentation package. Present the information in a report of 4-5 pages that covers the following:
- Construct an asset allocation model for Dr. O’Hara given his financial objectives and risk tolerance level.
- Explain and defend the rationale behind recommending the model.
- The asset allocation must have between 3 and 5 asset classes.
- Recommend a suitable investment alternative for Dr. O’Hara’s wedding and his nephew’s tuition assistance objectives.
- Thoroughly explain and defend your recommendations.
- Recommend a suitable mutual fund for Dr. O’Hara’s 401(k) plan. Provide detailed information about the fund, including the following:
- The name of the fund
- Its portfolio manager’s name, experience, and qualifications
- Its investment philosophy and strategy
- How long this fund been in existence
- Its current NAV
- Its yearly management fees, which must not exceed 1% of amount invested
- The fund’s 1-year, 3-year, and 5-year returns*
- An assessment of some of the risks involved in investing in this fund
*Please do not pick a mutual fund that has been in existence for less than 5 years because it may not have an established track record. Providing a link to a fund Web page is not an acceptable substitute for your executive summary for the client.
- Assuming a risk-free rate of 4%, the following data were derived after a close examination of Dr. O’Hara’s IRA mutual fund portfolio:
Fund Average Annual Return Beta Franklin Domestic Fund 0.078 0.950 Scudder Pacific Basin Fund 0.125 1.250 American Mortgage Securities Fund 0.0750 0.25
Using the Treynor ratio (also known as the Treynor measure), which fund has the best risk-adjusted performance? Show your calculations.
apa citations format
Management and implementation of investment portfolio Business Finance Assignment Help[supanova_question]
What’s in it for Me? Writing Assignment Help
What’s in it for Me?
Now that you created a vision for your company, it’s time to communicate it. Using guidance from Kotter Chapter 6, identify two different stakeholders from different departments and explain how they will be impacted by your proposed change and what’s in it for them (please use VP of planning and procurement and SVP of supply chain operations). Your message should:
- Be understandable by everyone affected
- Explain the rationale for change
- Address the “What’s in it for me?” question
- Clearly communicate the danger if change is not made
- Be based on facts, or a strong case that you support well
Consider your style for dealing with change, as revealed in the CSI Assessment that you took in Week 4. Looking back at your message, how do you think your CSI style affected your communication to the stakeholders?
[supanova_question]
need a 10 page ppt presentation about opening a facility Business Finance Assignment Help
Instructions
You are a major stockholder in a multi-national corporation that is considering opening a facility in an underdeveloped country known for questionable human rights policies. The arguments in favor of the move include that it would provide employment for people who currently have none; it would decrease production costs, thereby increasing profits and return on your investment; and it would decrease the cost of the product for the consumers, potentially further expanding revenues and increasing returns. The arguments against opening the facility include the fact that companies operating in the region have been found treating employees badly by implementing policies such as extremely low wages relative to other countries, demanding long hours without providing overtime, and occasionally employing children.
You are planning to attend a shareholder’s meeting at which this topic will be discussed. You have been asked to provide your opinion on whether the facility should be opened. Determine whether you agree or disagree with the proposal to open a facility in the region.
For this assignment, create a PowerPoint presentation to convince the organizational leaders whether the described facility should be opened or not. The PowerPoint should be at least 10 slides, not including the title and reference slides, and does not require any outside research, although additional research can be used. The textbook contains information that can be useful for this assignment, so it is recommended that it be used. Make sure to properly cite the textbook or any other source used.
For this assignment, make sure to discuss the following.
- Describe the issues to be addressed (two slides).
- Provide reasons for why you agree or disagree with opening the facility (two slides).
- Identify the role emotion plays in your recommendation (two slides). [Learning Outcome 2.1]
- Explain how any emotion did, or did not, impact reason (two slides). [Learning Outcome 2.2]
- Explain the reasoning process utilized to come to the conclusions reported in the presentation (two slides). [Learning Outcome 2.1 and 2.2]
- include title and reference slide
[supanova_question]
How do I complete this assignment? Mathematics Assignment Help
Dosage Error Calculations Assignment
Last month Hometown Hospital admitted more than the usual number of patients due to a rare skin infection. The outbreak was widespread causing hospitalization for men, women, and children of all ages. Unfortunately, there were some major complications that developed with these patients. These severe cases are still in critical condition.
Hospital officials have gathered some basic chart data from the pneumonia patients that were admitted during a 3-day period.
|
Patient |
Gender |
Weight in pounds |
Dosage received (morning) in mg |
Dosage received (afternoon in mg) |
Dosage received (evening) in mg |
|
A |
M |
215 |
237 |
237 |
237 |
|
B |
F |
182 |
41 |
41 |
41 |
|
C |
F |
120 |
27 |
27 |
27 |
|
D |
M |
45 |
50 |
50 |
50 |
|
E |
F |
70 |
16 |
16 |
16 |
|
F |
M |
65 |
72 |
72 |
72 |
|
G |
M |
195 |
215 |
215 |
215 |
|
H |
F |
78 |
86 |
86 |
86 |
|
I |
M |
201 |
46 |
46 |
46 |
Each patient received the same medication:
Solumedrol (1.5mg/kg/day to be given in three doses, not to exceed recommended dosage in a 24 hour period)
As an outside evaluator, your job is to determine if this data is correct and report your findings. This information will be used during an inquiry of hospital personnel. This is to investigate the possible liability of the hospital and/or the drug manufacturer.
Your report should be include the following information:
- A chart indicating patient, gender, weight and recommended dosage for each patient. Excel might be useful for this!
- If discrepancies are found, indicate the error(s) with a detailed report of what findings you discovered. Give a detailed analysis for every error found with the corrections noted.
- If possible, provide information on the possible cause/source of any error(s).
- Report additional findings or conclusions based on this information. Does this appear to be a hospital or drug manufacturer error?
[supanova_question]
all the privous work is attached Writing Assignment Help
INTRODUCTION
ASSIGNMENT
Topic
Introduction:
In the present scenario it becomes very important for police officers to keep proof against
whatever case they are investigating. Audio visual aids are the best way to gather proof while
investigating and also providing for the safety
of the general public. For this purpose, body
cameras are used and fitted in uniforms or caps of police officers and used to record every
communication held between general public and police.
The body cameras are responsible in a way to control the behavio
r of police officers and stop
them from exploiting general public in either way. But in the recent years cases of public assault
and mistreatment by police officials have been reported despite of the cameras. Hence it
becomes very important to understand t
he importance of the body cameras in controlling the
behavior of police officials while on duty.
Problem
Identification:
The major issues with the body cameras is that most of the officers do not use the cameras hence
continue with the same behavior with t
he general public. But, on the other hand some use body
cameras and hence behave decently with the public, thus reducing their complaints against police
officials.
[supanova_question]
[supanova_question]
primary source anylasis Humanities Assignment Help
Instructions: This is a 2 part assignment. First, you must do research on the internet. Locate a primary source that is directly related to United States history and is dated from 1600-1830. Second, fill out the primary source analysis worksheet below, based on your reading and analysis of your chosen primary source. You will be graded on the accuracy, depth, and completeness of your answers to the questions. For help with filling out the analysis worksheet, see the course home, section “About Primary Source Analysis.”
_______________________________________________________________________________________________
instructions for completing the primary source analysis worksheet:
- Using the internet or the “click and explore” sections of the Open Stax text to conduct your research, locate a primary source document (see “primary and secondary sources” under the course home if you are unsure about the definition of a primary source).
- Your document should be directly related to American history and come from the time period described in the assignment.
- Answer the questions in the worksheet after you have read your chosen source carefully.
- Be sure to explain your answers in detail, especially in questions 5-8.
- This is a graded assignment, so be sure to put substantial effort into your answers. Your interpretation and analysis of the document is key to successfully completing this assignment.
- Copy and paste the worksheet into your word program, type in your answers in the space below each question, save the completed worksheet as a .rtf, .doc, or .pdf file, and then submit your completed worksheet using the blue “submit” button.
- Save a copy of your worksheet and don’t forget to provide a link to your source. This is essential, as I would like to see your source as well as your interpretation of the source in your worksheet. Remember, YOUR SOURCE MUST BE PRIMARY AND MUST BE FROM THE SPECIFIC TIME PERIOD REQUIRED. Secondary sources are not acceptable, you will be severely downgraded if your source is not primary or if it is not from the time period assigned.
- Be sure to see the completed sample worksheet and source provided in the course home.
- Some excellent web sites for finding primary sources are the modern history sourcebook, history matters, pbs.org, the national archives, and the american memory. These are only a few, there are numerous sites with primary sources in American History.
PRIMARY SOURCE
ANALYSIS WORKSHEET
1.TYPE OF DOCUMENT:
_____NEWSPAPER _____PHOTOGRAPH _____BILL/LAW
_____LETTER _____TELEGRAM _____CONGRESSIONAL RECORD
_____POLTITCAL CARTOON _____PRESS RELEASE _____CENSUS REPORT
_____DIARY ENTRY _____REPORT _____OTHER (BE SPECIFIC):_______________________________
web address of the document:
2.DATE(S) OF THE DOCUMENT:
3.AUTHOR (OR CREATOR) OF THE DOCUMENT:
4.FOR WHAT AUDIENCE WAS THE DOCUMENT WRITTEN?
5.QUOTE 3 THINGS STATED IN THE DOCUMENT THAT YOU THINK ARE IMPORTANT AND EXPLAIN WHYEACH IS IMPORTANT:
1.
2.
3.
6. EXPLAIN WHY YOU THINK THIS DOCUMENT WAS WRITTEN:
7.WHAT EVIDENCE IN THE DOCUMENT HELPED YOU TO KNOW WHY IT WAS WRITTEN?
8.LIST AND EXPLAIN AT LEAST 2 THINGS THE DOCUMENT THAT TELL YOU ABOUT LIFE IN THE UNITED STATES AT THE TIME THE DOCUMENT WAS WRITTEN.
9.WRITE A QUESTION TO THE AUTHOR THAT IS LEFT UNANSWERED BY THE DOCUMENT.
primary source anylasis Humanities Assignment Help[supanova_question]
fundamentals of human computer interaction Computer Science Assignment Help
LESSON 3
DEAR STUDENTS, THIS IS NOT A TEAM WORK ASSIGNMENT FOR ONLINE STUDENTS. PLEASE DO IT AS AN INDIVIDUAL ASSIGNMENT.
THANK YOU,
DR. B
Activity 1: Requirements Document
Based on the information gathered, the team will now design a requirements document for the project. Be sure it is clear, if asked, what the analysis of the process was that the team took to determine the requirements through interaction and observation with users.
Use the Requirements Document Template in the Important Documents Site as a guide. Since this is a small project you will likely not have enough information for all the sections on the template. Be as thorough as possible.
NOTE:
To complete Activities 2 through 5 you will need to draw on what you learned during the Task. If members of the team are not prepared they should remove themselves from the group and complete the Task first. This will affect their grade on these activities and will increase the work load on the rest of the team.
Activity 2: Hierarchical Task Inventory
As a team complete Exercise 6-6
Activity 3: Usage and Design Scenarios
As a team complete Exercises 6-7 and 6-8
Activity 4: Creating a User Persona
As a team complete Exercise 7-1
Activity 5: Ideation and Sketching
As a team complete Exercises 7-2 and 7-3
text book:
The UX Book: Process and Guidelines for Ensuring a Quality User Experience
Morgan Kaufmann Publishers © 2012 (973 pages) Citation
ISBN:9780123852410
4 mins ago
kkk lkkkkk COLLLL
[supanova_question]
ted talk about “What Fear Can Teach Us” | Karen Thompson Walker Writing Assignment Help
Questions
- What is the speaker’s main argument? Or what is her thesis?
- Name at least 3 specific examples/pieces of evidence she uses to support her argument?
- What was the biggest takeaway that you had from this video? What interested you the most?
- What kind of evidence/stories is Walker telling her audience in the speech?
- How does Walker organize her speech? In connection with Question 4, when does this evidence show up in her speech? When does she give that evidence? Is the placement of the evidence successful? Is there any pattern you can discern or figure out from where she places those pieces of specific evidence?
- What is Walker’s purpose? What does she want from his audience?
- What is Walker’s tone? Is her tone successful in connecting with her audience?
- What examples of ethos, pathos, or logos does Walker use in her speech? Are they effective or not?
“What Fear Can Teach Us” | Karen Thompson Walker
[supanova_question]
Research Paper OUTLINE ONLY – EASY Business Finance Assignment Help
This Assignment Must be taken seriously.
Must use proper Grammar and present a College level paper.
OUTLINE & ARTICLE ARE ATTACHED.
Story/Current Event: Wikipedia Isn’t Officially a Social Network. But the Harassment Can Get Ugly. – The New York Times
This assignment is for an OUTLINE for a Research Paper. INSTRUCTIONS FOR OUTLINE & ARTICLE ARE ATTACHED.
For this assignment, you need develop a complete outline of your research paper.The more detailed you can be with your outline, the more helpful it will be to you as you write your paper drafts.
- Identify, review, and apply a specific communication theory to the people, events, or issues that are involved in the Story/Current Event.
- Describe how at least two empirical studies about that theory relate to your discussion. Choose at least two empirical research articles that use the same theory. Both studies must use the one theory you’re going to apply in your paper. These two sources must be empirical studies published in scholarly journals.
Examples of Communication Topics: Conflict resolution, ingroup/outgroup interaction, media effects, agenda setting, nonverbal communication, technology and interpersonal relationships, selective attention to media, emotion, and persuasion. Do some additional research to see if you can figure out what theory the authors are using.
[supanova_question]
Can you create a PMHNP Cover Letter, Resume, and Portfolio? Health Medical Assignment Help
Cover Letter, Resume, and Portfolio
For this Assignment, you create a professional cover letter, resume, and portfolio that you can use as you pursue your next professional role as a Psychiatric Mental Health Nurse Practitioner (PMHNP).
Learning Objectives
Students will: Create professional cover letters, resumes, and portfolios
To Prepare for the Assignment:
- Review the Learning Resources concerning developing your professional cover letter, resume, and portfolio.
- Review the Cover Letter, Resume, and Portfolio Assignment Guide
- Refer to the Walden University Career Center website for resources to develop your cover letter and resume. With the assistance of the Walden University Career Center website, you can make your cover letter, resume, and portfolio accessible online to your faculty and potential employers.
THE ACTUAL ASSIGNMENT
Checklist for Cover Letter (S/U grade)
Your cover letter should be:
- Presented and formatted in a professional business manner
- Addressed properly
- Clear and concise and include:
- Content Introduction
- Content Body
- Content Conclusion
- Written in a professional style and include:
- Correct spelling, punctuation, and grammar
- Clear and accurate sentence structure
Checklist for Resume (S/U)
Your Resume should be clear, concise, and well-organized and it should also include your:
- Name, address, business phone number, and e-mail address (top center of resume)
- Profile: 2–3 sentences describing goal and positive attributes/characteristics
- Certifications and licensure
- Education
- Professional experience
- Honors/awards
- References
Checklist for Portfolio (S/U)
Your Portfolio should be clear, concise, and well-organized and it should also include your:
- Personal philosophy statement
- Self-assessment
- Personal goals (short term and long term)
- Achievements
- Cover letter
- Resume
- Diplomas for formal education
- Letters of recommendation
- References (list names, affiliation, and contact information)
- Certifications
- Certificates of attendance for continuing education
- Transcripts
- Publications
- Oral presentations and/or poster presentations
Resume, Portfolio, and Cover Letter Resources/References
[supanova_question]
Management and implementation of investment portfolio Business Finance Assignment Help
Management and implementation of investment portfolio Business Finance Assignment Help