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PV, FV, PMT

 question 7 in 2015 exam.Betty plans to make an immediate one-time gift to her son Ryan. For Ryan, the annual cash outflow would be -360,000 for the next 4 years. The gift will be invested in a...

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Online paid L3 test essay grading service?

Do you know any online paid test L3 essay grading service?Tweet WidgetGoogle Plus OneLinkedin Share ButtonFacebook Like

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Currency forward discount / premium

EOC 6 question B, from reading on “fixed income portfolio Management - Part II”Dollar/Euro spot rate        1.211 year deposit rate:Euro                                        3%Dollar...

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Margin requirement on a repo

In EOC 15 of the reading on “fixed income portfolio Management - Part III”, they mention that the margin requirement will be higher when the collateral is illiquid.I totally understand that the...

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What's your study plan for the remaining 90 days?

Title says it all :Di’ll finish my re-read of books on the 15th of march, and all time left will be used for practice exams and read only to secret sauce :DTweet WidgetGoogle Plus OneLinkedin Share...

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Online Review class

Anyone knows where to find a free online class for Level 3?Tweet WidgetGoogle Plus OneLinkedin Share ButtonFacebook Like

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Choosing between Bid/Offer in Hedging Currency Forwards

Hi thereWhen rolling over a forward contract or rebalncing it, how would I choose whether the conversion rate is the bid or offer (ask) forward rate?ThanksTweet WidgetGoogle Plus OneLinkedin Share...

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difference between loss aversion and disposition effect

Hi guyz…………can you help identify what is the difference between loss aversion and disposition effectTweet WidgetGoogle Plus OneLinkedin Share ButtonFacebook Like

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Hedge currency risk of international bonds

Just saw an answer for why we need to hedge currency risk for international bonds.It says that the bond’s return and currency return are generally postively correlated, therefore we need to hedge...

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variance of active risk vs. variance of currency risk and foreign return

Variance of active risk = std. deviation of alternative 1^2 + std. deviation of alternative 2 ^2 + 2*weighting alternative 1*weighting alternative 2* correlation* std. deviation of alternative 1*std....

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Disadvantage Monte Carlo (asset classes not actual assets)

Why does MCS simulate the return of asset classes instead of actual assets held in the portfolio?Tweet WidgetGoogle Plus OneLinkedin Share ButtonFacebook Like

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Algorithmic trading strategy - Which strategy to use?

If the following factor have the following characteristic, which algorithimic trading strategy would be better to use:Size of the trade –> lowBid-asked spread –> highUrgency of the trade –>...

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Altering Duration Denominator

I have one example here where the denominator is the duration of the cheapest to deliver bond times the price of the cheapest to deliver bond.  I have another example where the denominator is the price...

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zero cost collar

Can someone please explain to me this concept and the disadvantage of zero cost collar comparing to a straddle? Background is the analyst bids on sharpe increase and decrease on stock price.Is zero...

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Options

Omega case Q 4: Delta of a bull spread.The delta of in the money call is 1 but for the second call, it cannot be zero. I do not understand that. Can anybody explan that?Thanks,Tweet WidgetGoogle Plus...

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Option strategy payoffs at end

How are the option strategies settled?  Is there actual possession of the stock and then resold?  Or are the options just sold in the open market?  Take for instance a straddle…what happens at...

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Price CTD vs Future contract price

I am not sure I understand correctly the application of the formula used to compute the number of future contracts needed to adjust the duration of a portfolio.The formula is : Nc = (Duration Target -...

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performance contribution analysis

When we evaluate the sector’s performance contribution, do we need to incorporate its weight in the portfolio?For example,Benchmark return for sector A is 10%,  Portfolio return for sector A is...

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Individual IPS - Investable base

Just see a question in Kaplan’s preactice exams.The client has 5 million in investment portfolio, he needs to pay 1 million over coming year for a donation. The risk free rate is 4%.The answer says...

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Level 3 in 12 weeks?

Hey everyoneFor personal reasons my plan of staritng to study got delayed form January to now… plan is to read through all schewser 5 books from now untill april 10th, then do all CFAI cirriculum...

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