Stock & Bond Investments: Chapter 9 (Part 2) Assignment

1. Please review Table 9.1 on page 361 of the textbook. Why would these behavioral factors be important to you for your investment decisions in your portfolios? Be specific.

For questions 2 - 4, please complete the chart below using the ticker symbols in Yahoo Finance. All information can be found on the Summary screen within Yahoo Finance.

Ticker	Company	Share Price	P/E Ratio	Annual Dividend	Dividend Yield	Earnings Per Share	Beta
ASB
FITB
ONB
USB
FBC
CZWI

5. Beta is a calculation that shows how a particular stock reacts in the market. A Beta of 1 means that the stock tends to perform as the market does. If your stock has a Beta of 1, it will perform similarly to the market. If the market is up 10%, your stock should be up approximately 10%. If the market is down 10%, your stock should be down approximately 10%. A Beta of less than 1 is less volatile or more conservative and will not yield as high of a gain or as low of a loss as the market.A Beta of more than 1 is more volatile or more risky and will yield more of a gain in an up market and more of a loss in a down market. Using the chart above, please calculate the average Beta for this portfolio. What does this mean about these stocks?

6. What industry is represented by the chart above? Using the chart above, identify a stock that would interest you as a possible purchase.Why did you choose this particular stock?

For questions 7 - 9, please complete the chart below using the ticker symbols in Yahoo Finance. All information can be found on the Summary screen within Yahoo Finance.

Ticker	Company	Share Price	P/E Ratio	Annual Dividend	Dividend Yield	Earnings Per Share	Beta
AAPL
XOM
JPM
AWI
WEC
NFLX
RCL

10. Using the chart above, identify a stock that would interest you as a possible purchase. Why did you choose this particular stock?Also identify a stock that you would not want to purchase. Why?