Unit 4: Investor Yields: Equities and Fixed Income (with tax shield effect)

Topics:
Equities Securities

Fixed Income Securities (bonds and preferred stock)

Corporate Bond Tax Shield (issuer perspective)

Municipal Bond Tax Shields (investor perspective)

Market Pricing Impact on Yields

Learning Objectives:
By the end of this Unit, you will be able to:

1. Develop an understanding of equity yields by computing portfolio yields.
2. Develop an understanding of fixed income yields by computing portfolio yields.
3. Determine the implications of the effect tax shields have on fixed income yields.

Tasks:
Peer assess Unit 3 Written Assignment

Read the Learning Guide and Reading Assignments

Participate in the Discussion Assignment (post, comment, and rate in the Discussion Forum)

Complete and submit the Written Assignment

Respond to the Portfolio Activity