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Worksheets

Name that Investment

Total questions: 15

Worksheet time: 11mins

Name
Class
Date
1.

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

a)

Bond

b)

Money Market Account

c)

Real Estate

d)

Viaticals

2.

The least liquid of all consumer investments.

a)

Commodities

b)

Mutual Funds

c)

Real Estate

d)

Single Stock

3.

Great for emergency funds due to their liquidity and stability.

a)

Bond

b)

Money Market Account

c)

Single Stock

d)

Viaticals

4.

Has a 70-year track record of 4.1% returns.

a)

CD

b)

Gold

c)

Mutual Funds

d)

Real Estate

5.

Evidence shows that the vast majority of investors lose money in this type of trading.

a)

Commodities

b)

Day Trading

c)

Gold

d)

Real Estate

6.

100 shares of Walmart

a)

Bond

b)

Day Trading

c)

Real Estate

d)

Single Stocks

7.

A debt instrument where the return comes on the interest rate paid on the loan.

a)

Bond

b)

CD

c)

Mutual Funds

d)

Viaticals

8.

Portfolio managers who do lots of research manage this pool

a)

Commodities

b)

Money Market Account

c)

Mutual Funds

d)

Single Stock

9.

One benefit of this type of investment is your ability to influence its value

a)

CD

b)

Gold

c)

Mutual Funds

d)

Real Estate

10.

Represents a piece of ownership in a company

a)

Bond

b)

Money Market Account

c)

mutual Funds

d)

Single Stock

11.

Structured and maintained to match the investment objectives states in its prospectus

a)

Commodities

b)

Money Market Account

c)

Mutual Funds

d)

Real Estate

12.

Your return is the fluctuation in price and the interest rate paid

a)

Bond

b)

CD

c)

Gold

d)

Viaticals

13.

A six-month or one-year savings account that pays a little more interest than a regular savings account.

a)

CD

b)

Money Market Account

c)

Mutual Funds

d)

Real Estate

14.

You should have lots of cash before investing in this.

a)

Commodities

b)

Gold

c)

Real Estate

d)

Viaticals

15.

Bad investments because they result in price distortions and are highly volatile.

a)

CD

b)

Commodities

c)

Mutual Funds

d)

Single Stock