WorksheetsInvesting Terminology Assessment
Total questions: 10
Worksheet time: 5mins
1. A market where shares in corporations are bought and sold through an organized system.
a. Portfolio
b. Index
c. Stock Market
d. CD
2. A share of the value of a company, which can be bought, sold or traded as an investment and which gives the investor partial ownership of the company
a. CD
b. Mutual Fund
c. T-Note
d. Stock
3. A collection of stocks and/or bonds combined into one fund, which will be traded as a unit, typically chosen and actively managed by an expert in exchange for a fee from each investor.
a. Stock
b. Bond
c. T-Note
d. Mutual Fund
4. A sudden and extreme downturn in stock performance/value
a. Index
b. Crash
c. Penalty
d. Risk
5. The act of investing in a large variety of stocks, bonds and/or alternative investments, like gold or real estate, as a way to reduce your overall risk.
a. Dividends
b. Mutual Fund Investing
c. Portfolio
d. Diversification
6. The overall collection of investments held by a person.
a. Fund
b. Portfolio
c. Savings Account
d. Certificate of Deposit
7. A security in which the investor loans money to a company or government, then pays regular interest to the bondholder and returns the principal on the bond’s maturity date
a. Index Fund
b. Dividend
c. Bond
d. T-Note
8. Degree of uncertainty on how likely the investor is to make money on an investment
a. Index
b. Risk
c. Maturity
d. Penalty
9. A certificate issued by a bank to a person depositing money for a specified length of time.
a. Mutual Fund
b. Index
c. Bond
d. Certificate of Deposit (CD)
10. A fee you’ll be charged for withdrawing money before a CD’s maturity date
a. Index
b. Interest
c. Risk
d. Penalty
