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WorksheetsPF 5.03 The Fundamentals of Investing
Total questions: 15
Worksheet time: 8mins
Name
Class
Date
1.
A trained professional that helps people make investing decisions
a)
Financial Advisor
b)
Brokerage Firm
2.
The chance of loss from an event that cannot be entirely controlled
a)
Risk
b)
Return
3.
Assets purchased with the goal of providing additional income
a)
Investment
b)
Saving
4.
A share of ownership in a company
a)
Bond
b)
Stock
5.
When a company combines the funds of many investors in a diversified portfolio
a)
Index Fund
b)
Mutual Fund
6.
A form of lending to a company or the government (city, state, or federal)
a)
Bond
b)
Stock
7.
Unearned income received from the sale of an asset above its purchase price
a)
Capital Loss
b)
Capital Gain
8.
An individual’s general approach to investment risk
a)
Inflation Risk
b)
Investment Philosophy
9.
The profit or income generated by saving and investing
a)
Risk
b)
Rate
c)
Return
d)
Inflation
10.
Ownership of residential or commercial property or land
a)
Bonds
b)
Stocks
c)
Real Estate
d)
Speculative Investments
11.
High risk investment that has the potential for significant fluctuations in return
a)
Bonds
b)
Stocks
c)
Real Estate
d)
Speculative Investments
12.
Has the least amount of risk
a)
Bonds
b)
Stocks
c)
Real Estate
d)
Speculative Investments
13.
The type of return depends on the investment
a)
Bonds
b)
Stocks
c)
Real Estate
d)
Speculative Investments
14.
A mutual fund that reduces fees by investing in the stocks and bonds that make up an index.
a)
Mutual Fund
b)
Index Fund
15.
Which one does not have a return that include rent
a)
Stocks
b)
Mutual Fund
c)
Index Fund
d)
Real Estate
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