Math2
lila_v
2math.xlsxBB-5
| Name: | Date: | |||||||||
| Name: | ||||||||||
| Gary Grandview—A Continuing Case | ||||||||||
| Part 5: Investing Your Wealth: Asset Allocation | ||||||||||
| a. | Read Gary Grandview Part 4. Analyze the changing facts provided in Parts 1-4. Continue to assume the role of Gary's advisor and provide your answers in a business like style and tone. | |||||||||
| b. | Please make sure that WRAP TEXT and MERGE and CENTER are ON. (*Excel Toolbar, Home Tab, Alignment section) | |||||||||
| c. | Ensure your answers can be seen in the yellow highlighted text box. Need more space? Increase height of the text box. a) Drag the bottom line of the number row (far left column) down, or b) Insert a row while the curser is in Column A. | |||||||||
| d. | Ensure printed copies are readable. Print in Portrait. | |||||||||
| e. | Save and upload the document in the Assignments Folder . Please print a copy for class. | |||||||||
| Case Questions | Value of Points | |||||||||
| Possible | Lost | |||||||||
| 1 | Gary is seriously looking again at his investments. Comment on each of the following elements of Gary's plan. | |||||||||
| a) | Gary's retirement investment portfolio consists of three types of green technology stocks. Advise Gary on his level of diversification. | |||||||||
| 2 | ||||||||||
| b) | Comment of Gary's view on bonds and not including them in his portfolio. | |||||||||
| 2 | ||||||||||
| c. Comment on trading online. | ||||||||||
| 2 | ||||||||||
| d. Comment on margin trading. | ||||||||||
| 2 | ||||||||||
| e) | Comment on sources of information ("hot tips"). | |||||||||
| 2 | ||||||||||
| 2 | 2. Given Gary's lack of knowledge of investing and limited time to learn or do research, what might be the best option for Gary to pursue and still get the benefit of the potential growth in the technology sector? | |||||||||
| 2 | ||||||||||
| 3 | What two factors will influence Gary's asset allocation? | |||||||||
| 2 | ||||||||||
| 4 | Based on these factors, what might be a suitable sample portfolio for Gary at his current age and remaining single? (Use % of ___ ) | |||||||||
| 2 | ||||||||||
| 5 | How would your answer to the sample portfolio part of Question #4 be affected | |||||||||
| if Gary were: | ||||||||||
| a | 45 years old and single? Would the situation change if he were married? | |||||||||
| 2 | ||||||||||
| b | 60 years old and single? Would the situation change if he were married? | |||||||||
| 2 | ||||||||||
| 6 | Explain to Gary why a) misleading financial statements may be more common than he believes and b) why misleading financial statements can negatively affect a stock’s price. (1 point each) | |||||||||
| a | 1 | |||||||||
| b | 1 | |||||||||
| 7 | Prepare a written report on your three findings/recommendations to Gary. | |||||||||
| (1 point each) | ||||||||||
| a | 1 | |||||||||
| b | 1 | |||||||||
| c | 1 | |||||||||
| Total | 25 | |||||||||
| Final Score | ||||||||||
&F
