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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