Week 3 homework

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Financial Investment Basics-Key Terms

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Week 3 homework

  1. 1. CPCU 556 Homework-Week 3Basic Investment Objective Definition:Factors in Choice of Investment (10)Financial RiskMarket RiskInterest Rate Risk (3)Rates of Return (include the 4 equations)Capital Gains Advantages (5) 1 Donna M. Kesot, CPCU Copyright 2012© 4-1-2012
  2. 2. CPCU 556 Homework-Week 3Capital Gain Limitations (3)Average Annual Compound rate of total returnAfter Tax Total Return3 methods of diversification 2 Donna M. Kesot, CPCU Copyright 2012© 4-1-2012
  3. 3. CPCU 556 Homework-Week 35 Measures of value for common stocksDollar Cost AveragingMargin AccountsSelling ShortDefensive StocksName 4 theories of common stock investment 3 Donna M. Kesot, CPCU Copyright 2012© 4-1-2012
  4. 4. CPCU 556 Homework-Week 3Degree of RiskBear Market 4 Donna M. Kesot, CPCU Copyright 2012© 4-1-2012
  5. 5. CPCU 556 Homework-Week 3Operating Rate of ReturnDisadvantages of real estate as an investment (4)Advantages of real estate as an investment (6)Real Estate Investment Trusts )REITs)Real Estate Classifications (4)Like-Kind Exchanges (AKA Section 1031)Passive Activity 5 Donna M. Kesot, CPCU Copyright 2012© 4-1-2012
  6. 6. CPCU 556 Homework-Week 3IPOs 6 Donna M. Kesot, CPCU Copyright 2012© 4-1-2012

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