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Worksheets

Investing

Total questions: 28

Worksheet time: 13mins

Name
Class
Date
1.

Which of the following is NOT a stock index?

a)

DOW JONES

b)

S & P 500

c)

NASDAQ COMPOSITE

d)

P/E RATIO

2.

A type of investment that invests in a lot of different companies is called

a)

Stocks

b)

Bonds

c)

Mutual funds

d)

T-bills

3.

What is a stock?

a)

A loan an investor makes to a company or government that pays interest over time.

b)

A share of ownership in a company

c)

A collection of investments sold as a package.

d)

An option to purchase something in the future at todays price.

4.

What is the primary reason for a company to issue stock?

a)

The stocks help investors earn a higher rate of return

b)

To raise money to grow the company

c)

To distribute the risk of bankruptcy across more investors

d)

To increase greater awareness of the company

5.

This is where your orders to buy or sell stock are sent and carried out

a)

Stock Exchange

b)

Brokerage Firm

c)

Stock Meeting Place

d)

Money Exchange

6.

All of the following are ways to earn money as a stockholder EXCEPT:

a)

getting dividends

b)

selling the stock at a higher value

c)

stock splits

d)

selling the stock at a lower value

7.

Spreading your investments around to inrease financial security

a)

Risk assessment

b)

Diversification

c)

Stocks, bonds & cash

d)

Liquidity trap

8.

Professionally managed, diversified investment that pools resources of many investors

a)

Treasury bonds

b)

Stock index

c)

Mutual fund

d)

Saving account

9.

Ownership in a publicly traded corporation

a)

CD-certificate of deposit

b)

Money Market

c)

Treasury bill

d)

Stock

10.

A key difference between saving and investing is

a)

Saving is for everyone, investing is for the wealthy

b)

Your money is insured when investing, it is not in savings

c)

Investing has a guaranteed return, savings does not

d)

Saving is for emergencies & goals, investing is for long-term wealth

11.

Why is compound interest more beneficial than simple interest? (hint: choose 2 correct answers)

a)

Your money grows faster when it is compounded

b)

You earn interest on your interest

c)

Fees for compound interest are greater than simple interest

d)

Compound interest is hard to calculate, so fewer use it

12.

Which would be considered the highest risk investment type?

a)

Stock

b)

Mutual Fund

c)

Bond

d)

Money Market Account

13.

Which is NOT a stock market index?

a)

New York Stock Exchange

b)

Dow Jones Industrial Average

c)

S&P 500

d)

Nasdaq

14.

Why is it important to start investing as soon as possible?

a)

You take less risk when you are young, so money will be safe

b)

You have more time for your money to compound

c)

Investing is an easy way to make quick money

d)

Fees on investments are cheaper when you are younger

15.

Which of the following correctly orders the investments from LOWER risk to HIGHER risk?

a)

Treasury bond − Stock − Diversified mutual fund

b)

Stock − Treasury bond − Diversified mutual fund

c)

Treasury bond − Diversified mutual fund – Stock

d)

Diversified mutual fund − Treasury bond − Stock

16.

Stock prices are going up in a:

a)

Bear Market

b)

Bull Market

c)

Peak Market

d)

Soft Market

17.

Stock prices are going down in a:

a)

Bear market

b)

Bull market

c)

Peak market

d)

Soft market

18.

Loans made by an investor to an issuer are called:

a)

bond

b)

future

c)

mutual fund

d)

stock

19.

Stocks issued by large respected companies.

a)

Growth Stocks

b)

Income Stocks

c)

Blue Chip Stocks

d)

Cyclical Stocks

20.

Stocks issued by companies expected to succeed.

a)

Growth Stocks

b)

Income Stocks

c)

Blue Chip Stocks

d)

Cyclical Stocks

21.
What is an IPO?
a)
Initial Polling Office
b)
Initial Public Offering
c)
International Public Office
d)
Increasing Public Opportunity
22.

The government agency responsible for regulating the stock market?

a)

Federal Reserve Board

b)

Federal Trade Commission

c)

Interstate Commerce Commission

d)

Securities and Exchange Commission

23.

A person who is licensed to buy and sell stock

a)

investor

b)

shareholder

c)

stockbroker

24.

Stockbrokers are people who ..... shares for shareholders.

a)

buy

b)

hold

c)

make

d)

pay

25.
Property of some type to either rent out or sell at a higher price.
a)
Real estate
b)
Bond
c)
Annuity
d)
Apartment
26.

Have invested in the business and have a purely financial interest = ???

a)

Lenders

b)

Shareholders

c)

Stakeholders

d)

Human Resources

27.

Shareholders own ___ in a company through the purchase of shares.

a)

resources

b)

assets

c)

equity

d)

profit

28.

Benefit directly from increases in the value of the business = ???

a)

Shareholders

b)

Lenders

c)

Stakeholders

d)

Pressure groups