Discuss how an individual’s investment strategy may change as he or she goes through the accumulation, consolidation, spending, and gifting phases of life.

4 Questions :
1- Discuss how an individual’s investment strategy may change as he or she goes through the accumulation, consolidation, spending, and gifting phases of life.

2- Using published sources (for example, the Wall Street Journal, Barron’s, federal Reserve Bulletin), look up the exchange rate for the U.S dollars with Japanese yen for each of the past 10 years ( you can use an average for the year or a specific time period each year).
based on these exchange rates, compute and discuss the yearly exchange rate effect on an investment in japanese stocks by a U.S. investor. Discuss the impact of this exchange rate effecton the risk of Japanese stocks for a U.S investor.

3-Lauren has a margin account and deposits $50,000. Assume the prevailing margin requirment is 40 percent, commissions are ignored, and the gentry wine corporation is selling at $35 per share.
a. How many shares can lauren purchase using the maximum allowable margin?
b. What is Lauren’s profit(loss) if the price of Gentry’s stock
i. rises to $45?
ii. falls to $25?
c. if the maintenance margin is 30 percent, to what price can Gentry Wine fall before Lauren will recieve a margin call?

4- Based on what you know about the Financial Times World Index, the Morgan Stanley Capital International World Index, and the Dow Jones World Stock Index, what level of correlation would you expect between monthly rates of return ? Discuss the reasons for your answer based on the factors that affect indexes.

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