Closing Case: A Job at East Coast Yachts, Part 2

Topic:

Closing Case: A Job at East Coast Yachts, Part 2

Paper details:

Assignment objective: Apply CAPM and risk analysis to personal portfolio selection.

IMPORTANT NOTES:

1. THE CASE ASKS YOU TO USE THE HISTORICAL AVERAGE RISK FREE RATE FROM CHAPTER 10. THIS IS 3.6% – PAGE 299

2. THE CASE ASKS YOU TO USE THE RETURNS AND STANDARD DEVIATIONS OF THE TWO BLEDSOE FUNDS. THIS IS ON PAGE 315. THE CORRELATION COEFFICIENT BETWEEN THE TWO FUNDS IS 0.16.



3. PLEASE IGNORE QUESTION 6 OF THE CASE.
Read the material and answer the questions provided on page 356.

Use the provided rubric to gauge your own work.

Rubric
Case Study Rubric
Case Study Rubric
Criteria Ratings Pts
This criterion is linked to a Learning OutcomeIdentification of Main Issues/Problems
5 pts
Accurately identifies all key issues and complexities in the case.
3 pts
Accurately identifies some but not all key issues and complexities in the case.
1 pts
Does not accurately identify all key issues and complexities in the case.
0 pts
Does not identify issues or complexities in the case.
5 pts
This criterion is linked to a Learning OutcomeAnalysis and Evaluation of Issues/Problems
5 pts
Presents an insightful and thorough analysis of all identified issues/problems; includes all correct calculations to inform the analysis.
3 pts
Presents a thorough analysis of most of the issues identified; missing some necessary calculations.
1 pts
Presents a superficial or incomplete analysis of some of the identified issues; omits necessary calculations.
0 pts
Does not provide analysis or evaluation of issues/problems.
5 pts
This criterion is linked to a Learning OutcomeRecommendations on Effective Solutions/Strategies
5 pts
Supports diagnosis and opinions with strong arguments and well-­‐ documented evidence; presents a balanced and critical view; interpretation is both reasonable and objective.
3 pts
Supports diagnosis and opinions with limited reasoning and evidence; does not present a balanced and critical view.
1 pts
Little action suggested and/or inappropriate solutions proposed to the issues in the case study.
0 pts
No solutions are suggested.
5 pts
This criterion is linked to a Learning OutcomeLinks to Course Concepts
5 pts
Makes appropriate and powerful connections between identified issues/ problems and the strategic concepts studied in the course.
3 pts
Makes appropriate but somewhat vague connections between identified issues/problems and concepts studied in the course.
1 pts
Makes inappropriate or little connection between issues identified and the concepts studied in the course.
0 pts
Makes no connection between issues identified and the concepts studied in the course.
5 pts
This criterion is linked to a Learning OutcomeWriting Mechanics and Formatting Guidelines
5 pts
Demonstrates clarity, conciseness and correctness; formatting is appropriate and writing is free of grammar and spelling errors.
3 pts
Occasional grammar or spelling errors, but still a clear presentation of ideas; lacks organization.
1 pts
Writing is unfocused, rambling, or contains serious errors; poorly organized and does not follow specified guidelines.
5 pts

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