SlideShare ist ein Scribd-Unternehmen logo
1 von 6
Downloaden Sie, um offline zu lesen
CPCU 556 Homework-Week 3

Basic Investment Objective                  Definition:



Factors in Choice of Investment (10)




Financial Risk



Market Risk



Interest Rate Risk (3)




Rates of Return (include the 4 equations)




Capital Gains Advantages (5)




        1                                                       Donna M. Kesot, CPCU
                                                          Copyright 2012© 4-1-2012
CPCU 556 Homework-Week 3


Capital Gain Limitations (3)




Average Annual Compound rate of total return



After Tax Total Return




3 methods of diversification




        2                                                  Donna M. Kesot, CPCU
                                                     Copyright 2012© 4-1-2012
CPCU 556 Homework-Week 3

5 Measures of value for common stocks




Dollar Cost Averaging




Margin Accounts




Selling Short




Defensive Stocks




Name 4 theories of common stock investment




        3                                                  Donna M. Kesot, CPCU
                                                     Copyright 2012© 4-1-2012
CPCU 556 Homework-Week 3




Degree of Risk




Bear Market




       4                                     Donna M. Kesot, CPCU
                                       Copyright 2012© 4-1-2012
CPCU 556 Homework-Week 3

Operating Rate of Return

Disadvantages 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
CPCU 556 Homework-Week 3

IPOs




       6                               Donna M. Kesot, CPCU
                                 Copyright 2012© 4-1-2012

Weitere ähnliche Inhalte

Mehr von Donna Kesot

Cpcu 556 chapters 5&6
Cpcu 556 chapters 5&6Cpcu 556 chapters 5&6
Cpcu 556 chapters 5&6Donna Kesot
 
Cpcu 556 chapter 3 & 4 homework
Cpcu 556 chapter 3  & 4 homeworkCpcu 556 chapter 3  & 4 homework
Cpcu 556 chapter 3 & 4 homeworkDonna Kesot
 
Cpcu 530 chapter 10 international law
Cpcu 530 chapter 10 international lawCpcu 530 chapter 10 international law
Cpcu 530 chapter 10 international lawDonna Kesot
 
Jeopardy -international law
Jeopardy -international lawJeopardy -international law
Jeopardy -international lawDonna Kesot
 
Appendix r crs report to congress, federal tort claims act, order code 95 717
Appendix r crs report to congress, federal tort claims act, order code 95 717Appendix r crs report to congress, federal tort claims act, order code 95 717
Appendix r crs report to congress, federal tort claims act, order code 95 717Donna Kesot
 
Cpcu 530 chapter 6 torts cases
Cpcu 530 chapter 6 torts casesCpcu 530 chapter 6 torts cases
Cpcu 530 chapter 6 torts casesDonna Kesot
 
Quiz show -torts
Quiz show -tortsQuiz show -torts
Quiz show -tortsDonna Kesot
 
Cpcu 530 chapter 7 & 8 cases
Cpcu 530 chapter 7 & 8 casesCpcu 530 chapter 7 & 8 cases
Cpcu 530 chapter 7 & 8 casesDonna Kesot
 
Homework assignment torts
Homework assignment  tortsHomework assignment  torts
Homework assignment tortsDonna Kesot
 
Jeopardy agency law insurance applications (2)
Jeopardy agency law insurance applications (2)Jeopardy agency law insurance applications (2)
Jeopardy agency law insurance applications (2)Donna Kesot
 
Quiz show -agency law
Quiz show -agency lawQuiz show -agency law
Quiz show -agency lawDonna Kesot
 
Cpcu 530 review_terms chapters 7,8_homework
Cpcu 530 review_terms chapters 7,8_homeworkCpcu 530 review_terms chapters 7,8_homework
Cpcu 530 review_terms chapters 7,8_homeworkDonna Kesot
 
Copyright basics
Copyright basicsCopyright basics
Copyright basicsDonna Kesot
 
Cpcu 530 property law
Cpcu 530 property lawCpcu 530 property law
Cpcu 530 property lawDonna Kesot
 
Quiz show -property law
Quiz show -property lawQuiz show -property law
Quiz show -property lawDonna Kesot
 
Jeopardy -property law
Jeopardy -property lawJeopardy -property law
Jeopardy -property lawDonna Kesot
 
Cpcu 530 chapter 4 acts & ucc
Cpcu 530 chapter 4 acts & uccCpcu 530 chapter 4 acts & ucc
Cpcu 530 chapter 4 acts & uccDonna Kesot
 
Jeopardy commercial law
Jeopardy commercial lawJeopardy commercial law
Jeopardy commercial lawDonna Kesot
 

Mehr von Donna Kesot (20)

Cpcu 556 chapters 5&6
Cpcu 556 chapters 5&6Cpcu 556 chapters 5&6
Cpcu 556 chapters 5&6
 
Cpcu 556 chapter 3 & 4 homework
Cpcu 556 chapter 3  & 4 homeworkCpcu 556 chapter 3  & 4 homework
Cpcu 556 chapter 3 & 4 homework
 
Cpcu 530 chapter 10 international law
Cpcu 530 chapter 10 international lawCpcu 530 chapter 10 international law
Cpcu 530 chapter 10 international law
 
Jeopardy -international law
Jeopardy -international lawJeopardy -international law
Jeopardy -international law
 
Employment law
Employment lawEmployment law
Employment law
 
Appendix r crs report to congress, federal tort claims act, order code 95 717
Appendix r crs report to congress, federal tort claims act, order code 95 717Appendix r crs report to congress, federal tort claims act, order code 95 717
Appendix r crs report to congress, federal tort claims act, order code 95 717
 
Cpcu 530 chapter 6 torts cases
Cpcu 530 chapter 6 torts casesCpcu 530 chapter 6 torts cases
Cpcu 530 chapter 6 torts cases
 
Jeopardy torts
Jeopardy  tortsJeopardy  torts
Jeopardy torts
 
Quiz show -torts
Quiz show -tortsQuiz show -torts
Quiz show -torts
 
Cpcu 530 chapter 7 & 8 cases
Cpcu 530 chapter 7 & 8 casesCpcu 530 chapter 7 & 8 cases
Cpcu 530 chapter 7 & 8 cases
 
Homework assignment torts
Homework assignment  tortsHomework assignment  torts
Homework assignment torts
 
Jeopardy agency law insurance applications (2)
Jeopardy agency law insurance applications (2)Jeopardy agency law insurance applications (2)
Jeopardy agency law insurance applications (2)
 
Quiz show -agency law
Quiz show -agency lawQuiz show -agency law
Quiz show -agency law
 
Cpcu 530 review_terms chapters 7,8_homework
Cpcu 530 review_terms chapters 7,8_homeworkCpcu 530 review_terms chapters 7,8_homework
Cpcu 530 review_terms chapters 7,8_homework
 
Copyright basics
Copyright basicsCopyright basics
Copyright basics
 
Cpcu 530 property law
Cpcu 530 property lawCpcu 530 property law
Cpcu 530 property law
 
Quiz show -property law
Quiz show -property lawQuiz show -property law
Quiz show -property law
 
Jeopardy -property law
Jeopardy -property lawJeopardy -property law
Jeopardy -property law
 
Cpcu 530 chapter 4 acts & ucc
Cpcu 530 chapter 4 acts & uccCpcu 530 chapter 4 acts & ucc
Cpcu 530 chapter 4 acts & ucc
 
Jeopardy commercial law
Jeopardy commercial lawJeopardy commercial law
Jeopardy commercial law
 

Kürzlich hochgeladen

Monthly Market Risk Update: March 2024 [SlideShare]
Monthly Market Risk Update: March 2024 [SlideShare]Monthly Market Risk Update: March 2024 [SlideShare]
Monthly Market Risk Update: March 2024 [SlideShare]Commonwealth
 
Sarlat Advisory - Corporate Brochure - 2024
Sarlat Advisory - Corporate Brochure - 2024Sarlat Advisory - Corporate Brochure - 2024
Sarlat Advisory - Corporate Brochure - 2024Guillaume Ⓥ Sarlat
 
ACCOUNTING FOR BUSINESS.II DEPARTMENTAL ACCOUNTS.
ACCOUNTING FOR BUSINESS.II DEPARTMENTAL ACCOUNTS.ACCOUNTING FOR BUSINESS.II DEPARTMENTAL ACCOUNTS.
ACCOUNTING FOR BUSINESS.II DEPARTMENTAL ACCOUNTS.KumarJayaraman3
 
Remembering my Totem _Unity is Strength_ growing in Bophuthatswana_Matthews B...
Remembering my Totem _Unity is Strength_ growing in Bophuthatswana_Matthews B...Remembering my Totem _Unity is Strength_ growing in Bophuthatswana_Matthews B...
Remembering my Totem _Unity is Strength_ growing in Bophuthatswana_Matthews B...Matthews Bantsijang
 
Stock Market Brief Deck for March 26.pdf
Stock Market Brief Deck for March 26.pdfStock Market Brief Deck for March 26.pdf
Stock Market Brief Deck for March 26.pdfMichael Silva
 
India Economic Survey Complete for the year of 2022 to 2023
India Economic Survey Complete for the year of 2022 to 2023India Economic Survey Complete for the year of 2022 to 2023
India Economic Survey Complete for the year of 2022 to 2023SkillCircle
 
Taipei, A Hidden Jewel in East Asia - PR Strategy for Tourism
Taipei, A Hidden Jewel in East Asia - PR Strategy for TourismTaipei, A Hidden Jewel in East Asia - PR Strategy for Tourism
Taipei, A Hidden Jewel in East Asia - PR Strategy for TourismBrian Lin
 
RWA Report 2024: Rise of Real-World Assets in Crypto | CoinGecko
RWA Report 2024: Rise of Real-World Assets in Crypto | CoinGeckoRWA Report 2024: Rise of Real-World Assets in Crypto | CoinGecko
RWA Report 2024: Rise of Real-World Assets in Crypto | CoinGeckoCoinGecko
 
Introduction to Entrepreneurship and Characteristics of an Entrepreneur
Introduction to Entrepreneurship and Characteristics of an EntrepreneurIntroduction to Entrepreneurship and Characteristics of an Entrepreneur
Introduction to Entrepreneurship and Characteristics of an Entrepreneurabcisahunter
 
Solution manual for Intermediate Accounting, 11th Edition by David Spiceland...
Solution manual for  Intermediate Accounting, 11th Edition by David Spiceland...Solution manual for  Intermediate Accounting, 11th Edition by David Spiceland...
Solution manual for Intermediate Accounting, 11th Edition by David Spiceland...mwangimwangi222
 
Stock Market Brief Deck for March 19 2024.pdf
Stock Market Brief Deck for March 19 2024.pdfStock Market Brief Deck for March 19 2024.pdf
Stock Market Brief Deck for March 19 2024.pdfMichael Silva
 
Stock Market Brief Deck for 3/22/2024.pdf
Stock Market Brief Deck for 3/22/2024.pdfStock Market Brief Deck for 3/22/2024.pdf
Stock Market Brief Deck for 3/22/2024.pdfMichael Silva
 
ACCOUNTING FOR BUSINESS.II BRANCH ACCOUNTS NOTES
ACCOUNTING FOR BUSINESS.II BRANCH ACCOUNTS NOTESACCOUNTING FOR BUSINESS.II BRANCH ACCOUNTS NOTES
ACCOUNTING FOR BUSINESS.II BRANCH ACCOUNTS NOTESKumarJayaraman3
 
20240314 Calibre March 2024 Investor Presentation (FINAL).pdf
20240314 Calibre March 2024 Investor Presentation (FINAL).pdf20240314 Calibre March 2024 Investor Presentation (FINAL).pdf
20240314 Calibre March 2024 Investor Presentation (FINAL).pdfAdnet Communications
 
Mphasis - Schwab Newsletter PDF - Sample 8707
Mphasis - Schwab Newsletter PDF - Sample 8707Mphasis - Schwab Newsletter PDF - Sample 8707
Mphasis - Schwab Newsletter PDF - Sample 8707harshan90
 
The Power Laws of Bitcoin: How can an S-curve be a power law?
The Power Laws of Bitcoin: How can an S-curve be a power law?The Power Laws of Bitcoin: How can an S-curve be a power law?
The Power Laws of Bitcoin: How can an S-curve be a power law?Stephen Perrenod
 
Hungarys economy made by Robert Miklos
Hungarys economy   made by Robert MiklosHungarys economy   made by Robert Miklos
Hungarys economy made by Robert Miklosbeduinpower135
 
MARKET FAILURE SITUATION IN THE ECONOMY.
MARKET FAILURE SITUATION IN THE ECONOMY.MARKET FAILURE SITUATION IN THE ECONOMY.
MARKET FAILURE SITUATION IN THE ECONOMY.Arifa Saeed
 
Slideshare - ONS Economic Forum Slidepack - 18 March 2024.pptx
Slideshare - ONS Economic Forum Slidepack - 18 March 2024.pptxSlideshare - ONS Economic Forum Slidepack - 18 March 2024.pptx
Slideshare - ONS Economic Forum Slidepack - 18 March 2024.pptxOffice for National Statistics
 

Kürzlich hochgeladen (20)

Monthly Market Risk Update: March 2024 [SlideShare]
Monthly Market Risk Update: March 2024 [SlideShare]Monthly Market Risk Update: March 2024 [SlideShare]
Monthly Market Risk Update: March 2024 [SlideShare]
 
Sarlat Advisory - Corporate Brochure - 2024
Sarlat Advisory - Corporate Brochure - 2024Sarlat Advisory - Corporate Brochure - 2024
Sarlat Advisory - Corporate Brochure - 2024
 
ACCOUNTING FOR BUSINESS.II DEPARTMENTAL ACCOUNTS.
ACCOUNTING FOR BUSINESS.II DEPARTMENTAL ACCOUNTS.ACCOUNTING FOR BUSINESS.II DEPARTMENTAL ACCOUNTS.
ACCOUNTING FOR BUSINESS.II DEPARTMENTAL ACCOUNTS.
 
Remembering my Totem _Unity is Strength_ growing in Bophuthatswana_Matthews B...
Remembering my Totem _Unity is Strength_ growing in Bophuthatswana_Matthews B...Remembering my Totem _Unity is Strength_ growing in Bophuthatswana_Matthews B...
Remembering my Totem _Unity is Strength_ growing in Bophuthatswana_Matthews B...
 
Stock Market Brief Deck for March 26.pdf
Stock Market Brief Deck for March 26.pdfStock Market Brief Deck for March 26.pdf
Stock Market Brief Deck for March 26.pdf
 
India Economic Survey Complete for the year of 2022 to 2023
India Economic Survey Complete for the year of 2022 to 2023India Economic Survey Complete for the year of 2022 to 2023
India Economic Survey Complete for the year of 2022 to 2023
 
Taipei, A Hidden Jewel in East Asia - PR Strategy for Tourism
Taipei, A Hidden Jewel in East Asia - PR Strategy for TourismTaipei, A Hidden Jewel in East Asia - PR Strategy for Tourism
Taipei, A Hidden Jewel in East Asia - PR Strategy for Tourism
 
RWA Report 2024: Rise of Real-World Assets in Crypto | CoinGecko
RWA Report 2024: Rise of Real-World Assets in Crypto | CoinGeckoRWA Report 2024: Rise of Real-World Assets in Crypto | CoinGecko
RWA Report 2024: Rise of Real-World Assets in Crypto | CoinGecko
 
Introduction to Entrepreneurship and Characteristics of an Entrepreneur
Introduction to Entrepreneurship and Characteristics of an EntrepreneurIntroduction to Entrepreneurship and Characteristics of an Entrepreneur
Introduction to Entrepreneurship and Characteristics of an Entrepreneur
 
Solution manual for Intermediate Accounting, 11th Edition by David Spiceland...
Solution manual for  Intermediate Accounting, 11th Edition by David Spiceland...Solution manual for  Intermediate Accounting, 11th Edition by David Spiceland...
Solution manual for Intermediate Accounting, 11th Edition by David Spiceland...
 
Stock Market Brief Deck for March 19 2024.pdf
Stock Market Brief Deck for March 19 2024.pdfStock Market Brief Deck for March 19 2024.pdf
Stock Market Brief Deck for March 19 2024.pdf
 
Stock Market Brief Deck for 3/22/2024.pdf
Stock Market Brief Deck for 3/22/2024.pdfStock Market Brief Deck for 3/22/2024.pdf
Stock Market Brief Deck for 3/22/2024.pdf
 
ACCOUNTING FOR BUSINESS.II BRANCH ACCOUNTS NOTES
ACCOUNTING FOR BUSINESS.II BRANCH ACCOUNTS NOTESACCOUNTING FOR BUSINESS.II BRANCH ACCOUNTS NOTES
ACCOUNTING FOR BUSINESS.II BRANCH ACCOUNTS NOTES
 
20240314 Calibre March 2024 Investor Presentation (FINAL).pdf
20240314 Calibre March 2024 Investor Presentation (FINAL).pdf20240314 Calibre March 2024 Investor Presentation (FINAL).pdf
20240314 Calibre March 2024 Investor Presentation (FINAL).pdf
 
New Monthly Enterprises Survey. Issue 21. (01.2024) Ukrainian Business in War...
New Monthly Enterprises Survey. Issue 21. (01.2024) Ukrainian Business in War...New Monthly Enterprises Survey. Issue 21. (01.2024) Ukrainian Business in War...
New Monthly Enterprises Survey. Issue 21. (01.2024) Ukrainian Business in War...
 
Mphasis - Schwab Newsletter PDF - Sample 8707
Mphasis - Schwab Newsletter PDF - Sample 8707Mphasis - Schwab Newsletter PDF - Sample 8707
Mphasis - Schwab Newsletter PDF - Sample 8707
 
The Power Laws of Bitcoin: How can an S-curve be a power law?
The Power Laws of Bitcoin: How can an S-curve be a power law?The Power Laws of Bitcoin: How can an S-curve be a power law?
The Power Laws of Bitcoin: How can an S-curve be a power law?
 
Hungarys economy made by Robert Miklos
Hungarys economy   made by Robert MiklosHungarys economy   made by Robert Miklos
Hungarys economy made by Robert Miklos
 
MARKET FAILURE SITUATION IN THE ECONOMY.
MARKET FAILURE SITUATION IN THE ECONOMY.MARKET FAILURE SITUATION IN THE ECONOMY.
MARKET FAILURE SITUATION IN THE ECONOMY.
 
Slideshare - ONS Economic Forum Slidepack - 18 March 2024.pptx
Slideshare - ONS Economic Forum Slidepack - 18 March 2024.pptxSlideshare - ONS Economic Forum Slidepack - 18 March 2024.pptx
Slideshare - ONS Economic Forum Slidepack - 18 March 2024.pptx
 

Week 3 homework

  • 1. CPCU 556 Homework-Week 3 Basic Investment Objective Definition: Factors in Choice of Investment (10) Financial Risk Market Risk Interest 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. CPCU 556 Homework-Week 3 Capital Gain Limitations (3) Average Annual Compound rate of total return After Tax Total Return 3 methods of diversification 2 Donna M. Kesot, CPCU Copyright 2012© 4-1-2012
  • 3. CPCU 556 Homework-Week 3 5 Measures of value for common stocks Dollar Cost Averaging Margin Accounts Selling Short Defensive Stocks Name 4 theories of common stock investment 3 Donna M. Kesot, CPCU Copyright 2012© 4-1-2012
  • 4. CPCU 556 Homework-Week 3 Degree of Risk Bear Market 4 Donna M. Kesot, CPCU Copyright 2012© 4-1-2012
  • 5. CPCU 556 Homework-Week 3 Operating Rate of Return Disadvantages 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. CPCU 556 Homework-Week 3 IPOs 6 Donna M. Kesot, CPCU Copyright 2012© 4-1-2012