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Unit 7: Investing Vocab (Level 2)

Total questions: 14

Worksheet time: 7mins

Name
Class
Date
1.

Concept that a dollar tomorrow is not worth as much as a dollar today...due to changes in supply/demand, manufacturing, or presence of money in society

a)

inflation

b)

deflation

c)

interest

d)

loan amortization

2.

What is the only way to beat inflation?

a)

open a savings account

b)

open a retirement investment account & leave it there for 5 years

c)

print more money

d)

open a retirement investment account & leave it there for 20+ years

3.

ITEMS or GROUPS you can BUY as a way to invest

a)

stocks, bonds, ETFs, index funds, mutual funds

b)

Dow Jones Industrial Average, S&P 500, NASDAQ Composite Index

c)

New York Stock Exchange, stock brokerage firm

d)

403(b), 457(b), Roth IRA, Traditional IRA, pension

4.

Types of RETIREMENT INVESTMENT accounts that you MUST open on your own

a)

stocks, bonds, ETFs, index funds, mutual funds

b)

Dow Jones Industrial Average, S&P 500, NASDAQ Composite Index

c)

New York Stock Exchange, stock brokerage firm

d)

403(b), 457(b), Roth IRA, Traditional IRA, pension

5.

Types of stock market INDICES (indexes) that give a weighted average of how the entire stock market is doing

a)

stocks, bonds, ETFs, index funds, mutual funds

b)

Dow Jones Industrial Average, S&P 500, NASDAQ Composite Index

c)

New York Stock Exchange, stock brokerage firm

d)

403(b), 457(b), Roth IRA, Traditional IRA, pension

6.

These have to do with the MONEY YOU GET BACK as it relates to an investment

a)

stocks, bonds, ETFs, index funds, mutual funds

b)

rate of return, dividend, capital gain, interest

c)

New York Stock Exchange, stock brokerage firm

d)

403(b), 457(b), Roth IRA, Traditional IRA, pension

7.

Index with 30 of the most heavily traded, big companies

a)

Dow Jones Industrial Average

b)

S&P 500

c)

NASDAQ Composite Index

d)

New York Stock Exchange (NYSE)

8.

Index with 500 of the most widely held stocks. 70% of all stocks traded are part of companies in this index.

a)

Dow Jones Industrial Average

b)

S&P 500

c)

NASDAQ Composite Index

d)

New York Stock Exchange (NYSE)

9.

A popular place to trade stocks on Wall Street

a)

Dow Jones Industrial Average

b)

S&P 500

c)

NASDAQ Composite Index

d)

New York Stock Exchange (NYSE)

10.

A group of stocks & bonds that is actively managed by a fund manager

a)

index fund

b)

mutual fund

c)

exchange traded fund (ETF)

d)

Dow Jones Industrial Average

11.

A group of stocks & bonds that is passively managed by a computer or algorithm

a)

index fund

b)

mutual fund

c)

exchange traded fund (ETF)

d)

S&P 500

12.

A group of stocks & bonds that you can choose to trade multiple times per day, whenever the market is open

a)

index fund

b)

mutual fund

c)

exchange traded fund (ETF)

d)

NASDAQ Composite Index

13.

A type of investment you can buy that gives you partial ownership in a company

a)

S&P 500

b)

New York Stock Exchange (NYSE)

c)

bond

d)

stock

14.

A type of investment you can buy that is a loan given to a company/government. You will get the principal back and will receive interest payments.

a)

S&P 500

b)

New York Stock Exchange (NYSE)

c)

bond

d)

stock