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Investment Portfolio Quiz

Investment Portfolio Quiz

Assessment

Interactive Video

Business

9th - 10th Grade

Practice Problem

Hard

Created by

Jennifer Brown

FREE Resource

5 questions

Show all answers

1.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

What are the four asset classes mentioned for the investment portfolio?

Large-cap domestic stocks, international stocks, small-cap domestic stocks, and cash investments

International stocks, small-cap domestic stocks, bonds, and commodities

Real estate, bonds, commodities, and cryptocurrencies

Large-cap domestic stocks, bonds, real estate, and cash investments

2.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

How is the allocation of assets in a portfolio determined?

According to the advice of a financial advisor

By the current market trends

Based on the investor's time until retirement and risk tolerance

By the investor's favorite asset class

3.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

In the example of an aggressive portfolio, what percentage is allocated to international stocks?

25%

50%

5%

20%

4.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

What is the first step in purchasing a mutual fund according to the video?

Select the fund and enter the investment amount

Type in the symbol and select Buy

Point to Trade and select Mutual Funds

Review the order and place it

5.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

When buying an ETF, what must be determined before placing an order?

The total investment amount

The number of shares to buy

The dividend reinvestment option

The type of mutual fund

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