Finance Discuss an overview of securities analysis and portfolio management and its implication to an investor.

In a few sentences, answer the following question as completely as you can. Briefly describe each of the three methods of performing the “what if” analysis described in your textbook. What is the financial analyst’s main goal when conducting each analysis? Under what circumstances would each method be appropriate?

List and briefly describe the three types of financial statement analysis.

In discussing how to value and report investment securities, your text also talks about trading securities, available-for-sale securities, and held-to-maturity securities. Briefly describe these securities and state how they are each valued and reported? Also be brief and to the point.

5. Definitions: Pick 5 and define, describe why each matter, provide an example Define Describe why it matters Term Time value of money Passive income Net Worth Credit Score/Credit rating Risk Evaluation Stocks bonds Gross income v. Net income Mutual funds ETFs Index funds RRSP Consumer Debt OSAP Example(s)

What are the 4 standards for comparisons we need to make judgments based on financial statement analysis?

The four categories of financial instruments are: a. Equity instruments, investment funds, money market instruments, derivatives and others b. Equity instruments, mutual fund instruments, investment funds, derivatives and others O C. Debt instruments, investment funds, money market instruments, derivatives and others d. Debt instruments, equity instruments, investment funds, derivatives and others

Define each of the following terms:d. Securities and Exchange Commission (SEC); registration statement; shelfregistration; margin requirement; insiders

From the dropdown box beside each numbered balance sheet item, select the option of its balance sheet classification. If the item should not appear on the balance sheet, choose the option "No item required" from the selection choices.

2. Describe a specific scenario of how you would use a pro forma financial statement?