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Investing Terminology Assessment

Total questions: 10

Worksheet time: 5mins

Name
Class
Date
1.

1. A market where shares in corporations are bought and sold through an organized system.

a)

a. Portfolio

b)

b. Index

c)

c. Stock Market

d)

d. CD

2.

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)

a. CD

b)

b. Mutual Fund

c)

c. T-Note

d)

d. Stock

3.

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)

a. Stock

b)

b. Bond

c)

c. T-Note

d)

d. Mutual Fund

4.

4. A sudden and extreme downturn in stock performance/value

a)

a. Index

b)

b. Crash

c)

c. Penalty

d)

d. Risk

5.

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)

a. Dividends

b)

b. Mutual Fund Investing

c)

c. Portfolio

d)

d. Diversification

6.

6. The overall collection of investments held by a person.

a)

a. Fund

b)

b. Portfolio

c)

c. Savings Account

d)

d. Certificate of Deposit

7.

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)

a. Index Fund

b)

b. Dividend

c)

c. Bond

d)

d. T-Note

8.

8. Degree of uncertainty on how likely the investor is to make money on an investment

a)

a. Index

b)

b. Risk

c)

c. Maturity

d)

d. Penalty

9.

9. A certificate issued by a bank to a person depositing money for a specified length of time.

a)

a. Mutual Fund

b)

b. Index

c)

c. Bond

d)

d. Certificate of Deposit (CD)

10.

10. A fee you’ll be charged for withdrawing money before a CD’s maturity date

a)

a. Index

b)

b. Interest

c)

c. Risk

d)

d. Penalty