FIN 402 Week 5

Individual Investment Enhancement Paper

Resources: Week One readings

Prepare a 1,050- to 1,750-word paper in which you address the following:

Analyze effects of international portfolio diversification on an investment portfolio.

Examine alternative investment vehicles.

Explain how derivative securities may further enhance a portfolios performance.

Learning Team Investment Portfolio Project Final Paper and Presentation

Prepare a 1,050- to 1,750-word paper in which you assess the performance of your portfolio, using William Sharpes and Harry Markowitzs modern portfolio theories. Address the following:

Calculate your portfolios performance using the Sharpe, Jensen, and Treynor indices.

Describe the importance of these indices and interpret how your portfolio performed against the market index.

Discuss how you would revise your portfolio.

Format your paper consistent with APA guidelines.

Discussion Questions

What are different types of alternative investment vehicles? Which is preferable? Why? What factors could affect the choice of such a vehicle?

What are derivatives? How may they be used to manage a portfolio?

What is an individual retirement account? Is it important to have an individual retirement account? Why or why not?