FIN 402 Week 2 Assignment Case Problem 13.1 Assessing the
Stalchecks ’ s Portfolio Performance ( Part a , b , c , d )
provides her with the maximum benefits , given her financial situation . The $ 10,000 cash left to her will be especially useful in paying brokers ’ commissions associated with making portfolio adjustments . Questions
a . Briefly assess Susan ’ s financial situation and develop a portfolio objective for her that is consistent with her needs . b . Evaluate the portfolio left to Susan by her father . Assess its apparent objective and evaluate how well it may be doing in fulfilling this objective . Use the total cost values to describe the asset allocation scheme reflected in the portfolio . Comment on the risk , return , and tax implications of this portfolio . c . If Susan decided to invest in a security portfolio consistent with her needs — indicated in response to question a — describe the nature and mix , if any , of securities you would recommend she purchase . Discuss the risk , return , and tax implications of such a portfolio . d . From the response to question b , compare the nature of the security portfolio inherited by Susan with what you believe would be an appropriate security portfolio for her , based on the response to question c . e . What recommendations would you give Susan about the inherited portfolio ? Explain the steps she should take to adjust the portfolio to her needs .
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FIN 402 Week 2 Assignment Case Problem 13.1 Assessing the
Stalchecks ’ s Portfolio Performance ( Part a , b , c , d )
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