Consumer ED Fitness Training Program

Investment program funded by shareholders that trades in diversified holdings and is professionally managed.

A portfolio of stocks or bonds designed to mimic the composition and performance of a financial market index (passively mutual fund)

An exchange where stockbrokers and traders can buy and sell securities, such as shares of stock, bonds and other financial instruments.

The _________ is the financial principle that states the value of a dollar today is more than the value of a dollar in the future.

Formula for Rate of Return

Remember: CV = Current Value

OV = Original Value

Allocating capital in a new way that reduces the exposure to any one particular asset or risk.

Own a share of company

EX: Amazon, apple, target

Holds more assets than one. Trading for exchanges. The ratio in expense is low.

Investing in raw materials

EX: Gold, Oil, Cotton

buying a property with the hope to sell it for more later

EX: House