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Name That Investment

Total questions: 15

Worksheet time: 8mins

Name
Class
Date
1.
The least liquid of all consumer investments
a)
real estate
b)
single stocks
c)
mutual funds
d)
bond
2.
Great for emergency funds due to their liquidity and stability
a)
money market account
b)
commodities
c)
CD
d)
day trading
3.
Has a 70 year track record of 4.1% returns
a)
gold
b)
viaticals
c)
CD
d)
single stock
4.
Evidence shows that vast majority of investors lose money in this type of trading
a)
day trading
b)
single stocks
c)
commodities
d)
money market account
5.
100 shares of Walmart
a)
single stocks
b)
mutual fund
c)
real estate
d)
bond
6.
A debt instrument where the return comes on the interest rate paid on the loan
a)
bond
b)
real estate
c)
single stocks
d)
mutual funds
7.
Portfolio managers who do lots of research manage the pool
a)
mutual funds
b)
real estate
c)
single stocks
d)
bond
8.
One benefit of this type of investment is your ability to influence its value
a)
real estate
b)
single stocks
c)
mutual funds
d)
bond
9.
Represents a piece of ownership in a company
a)
single stocks
b)
mutual fund
c)
real estate
d)
bond
10.
Structured and maintained to match the investment objectives stated in its prospectus
a)
mutual funds
b)
real estate
c)
single stocks
d)
bond
11.
Your return is the fluctuation in price and the interest rate paid
a)
bond
b)
real estate
c)
single stocks
d)
mutual funds
12.
A six-month or one-year savings account that pays a little more interest than a regular savings account
a)
CD
b)
commodities
c)
viaticals
d)
gold
13.
You should have lots of cash before investing in this
a)
real estate
b)
single stocks
c)
mutual funds
d)
bond
14.
Bad investments because they result in price distortions and are highly volatile
a)
commodities
b)
viaticals
c)
gold
d)
day trading
15.

Buying the beneficiary position on a life insurance policy of someone who is dying.

a)

viaticals

b)

CD

c)

money market account

d)

commodities