1. How do we use the efficient frontier in coming up with investment recommendation(s)?

 

2. Describe the role of investor characteristics and objectives AND of portfolio objectives and policies in constructing an investment portfolio?

 

3.What do you think are the "appealing" features of preferred stocks and convertible securities that cannot be found in other investment vehicles?

 

4. What are the roles that these securities play in the diversification process? What are the advantages of including them in an existing portfolio?