BUS 5111 Financial Management Unit 4 Written Assignment (WA)
Assignment Guide
BUS5111 Unit 4 Written Assignment
Question
Submit a written paper which is 2-3 pages in length, exclusive of the reference page. Papers
should be double spaced in Times New Roman (or its equivalent) font which is no greater than
12 points in size. The paper should cite at least one source independent of the textbook.
In this paper, please discuss the following case study. In doing so, explain your approach to the
problem, support your approach with references, and execute your approach. Provide an
answer to the case study’s question with a recommendation.
Case Study
A friend has confided in you that they have recently inherited a moderately sized investment
portfolio from a relative. They don’t know what to do with the assets. The friend comes to you
for advice. Your immediate advice, of course, is for your friend to seek professional advice from
a tax expert as well as a financial adviser. Your friend persists, however, and asks how the
investment returns of the portfolio compare to other investments. You agree to review the
portfolio and calculate the yields of each investment as well as determine the weighted average
yield for the entire portfolio.
To complete this assignment, download and refer to the investment schedule (Excel file). For
your quantitative analysis compute the current market value of each security position of the
portfolio, calculate individual yields based on current market pricing, and determine the
weighted average factor and the weighted average yields.
Explain the basis upon which you determined the weighted average yield.
Explain the difference between a yield that is based on cost, as opposed to one that is
based on current market value.
o What are the different uses of both?
What non-quantitative observations can you make about the portfolio?
Although you can transfer tables from Excel into Word, include the original Excel file in addition
to the Word file with your submission.
Papers will be assessed using the following criteria:
The solved solutions for:
o The current market value of each security position of the portfolio.
o Individual yields (estimated current yield) based on current market pricing.
o The weighted average factor.
Page 1 of 5
, BUS 5111 Financial Management Unit 4 Written Assignment (WA)
o The weighted average yields.
An explanation of how the weighted average yield was determined.
An explanation for the difference between a yield that is based on cost, as opposed to one
that is based on current market value. The explanation discussed the different uses of both.
Non-quantitative observations (conclusion) about the portfolio.
Basic Concepts to Master
This assignment requires you to demonstrate your understanding of:
Equity yields by computing portfolio yields.
Fixed income yields by computing portfolio yields.
Suggested Answer Guide
The paper should contain at least the following sections.
Title Page
o To comply with APA style, papers should have a title page.
You may follow this format for student papers:
Page 1
BUS 5111 Unit 4 Written Assignment
Stock Portfolio Case Study
Anonymous
University of the People
BUS 5111: Financial Management
<Instructor Name>
Page 2 of 5
Assignment Guide
BUS5111 Unit 4 Written Assignment
Question
Submit a written paper which is 2-3 pages in length, exclusive of the reference page. Papers
should be double spaced in Times New Roman (or its equivalent) font which is no greater than
12 points in size. The paper should cite at least one source independent of the textbook.
In this paper, please discuss the following case study. In doing so, explain your approach to the
problem, support your approach with references, and execute your approach. Provide an
answer to the case study’s question with a recommendation.
Case Study
A friend has confided in you that they have recently inherited a moderately sized investment
portfolio from a relative. They don’t know what to do with the assets. The friend comes to you
for advice. Your immediate advice, of course, is for your friend to seek professional advice from
a tax expert as well as a financial adviser. Your friend persists, however, and asks how the
investment returns of the portfolio compare to other investments. You agree to review the
portfolio and calculate the yields of each investment as well as determine the weighted average
yield for the entire portfolio.
To complete this assignment, download and refer to the investment schedule (Excel file). For
your quantitative analysis compute the current market value of each security position of the
portfolio, calculate individual yields based on current market pricing, and determine the
weighted average factor and the weighted average yields.
Explain the basis upon which you determined the weighted average yield.
Explain the difference between a yield that is based on cost, as opposed to one that is
based on current market value.
o What are the different uses of both?
What non-quantitative observations can you make about the portfolio?
Although you can transfer tables from Excel into Word, include the original Excel file in addition
to the Word file with your submission.
Papers will be assessed using the following criteria:
The solved solutions for:
o The current market value of each security position of the portfolio.
o Individual yields (estimated current yield) based on current market pricing.
o The weighted average factor.
Page 1 of 5
, BUS 5111 Financial Management Unit 4 Written Assignment (WA)
o The weighted average yields.
An explanation of how the weighted average yield was determined.
An explanation for the difference between a yield that is based on cost, as opposed to one
that is based on current market value. The explanation discussed the different uses of both.
Non-quantitative observations (conclusion) about the portfolio.
Basic Concepts to Master
This assignment requires you to demonstrate your understanding of:
Equity yields by computing portfolio yields.
Fixed income yields by computing portfolio yields.
Suggested Answer Guide
The paper should contain at least the following sections.
Title Page
o To comply with APA style, papers should have a title page.
You may follow this format for student papers:
Page 1
BUS 5111 Unit 4 Written Assignment
Stock Portfolio Case Study
Anonymous
University of the People
BUS 5111: Financial Management
<Instructor Name>
Page 2 of 5
