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WorksheetsIntroduction to Investments
Total questions: 11
Worksheet time: 11mins
Investment is the act of committing money or capital to an endeavor with the expectation of obtaining an additional income or profit.
True
False
It is an asset or item that is purchased with the hope that it will generate income or will appreciate in the future.
Securities
Investment
Machinery and Equipment
Furnitures and Fixtures
Stocks, real estate property, constructed building, and other facility
are under what type of asset?
Securities
Investment
Machinery and Equipment
Furnitures and Fixtures
These are the money placed into a banking institution for safe keeping.
Bank Deposits
Mutual Funds
Insurance
Currencies
These are the generally accepted form of money, including coins and paper notes, which is issued by a government and circulated
within an economy (i.e. USD, EUR, JPY).
Bank Deposits
Mutual Funds
Insurance
Currencies
Which of the following is a disadvantage of Unit Investment Trust Fund (UITF)?
Gives small investors access
to portfolios of equities, bonds
and other securities,
Easier access because clients can open an account in any branch of the bank near them
No shareholder rights for investors such as dividends and voting rights
No entry and management fees
Which of the following true about investment risk?
Each investment type inherits risk which cannot
be lessened.
Only few investment types inherit risk which cannot be lessened.
Each investment type inherits risk which can
be lessened.
Only few investment types inherit risk which can be lessened.
It refers to the interest or dividend return received from a security
based on the investments cost or face value.
Margin Account
Capital Asset
Index
Yield
It is an account that allows you to borrow money from your brokerage account
in order to purchase securities where the loan is collateralized
by the existing securities and cash held in the account.
Margin Account
Capital Asset
Index
Yield
Which of the following is the advantage of stocks as an equity type of investment?
No guaranteed returns
Unlimited upside
Riskiest of all assets
Can lose more than half of your money in just one day
An entity expanded their land for their customer's convenient parking space.
This investment will fall under __________.
Currencies
Commodities
Insurance
Real Estate
