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Worksheets

SMG I

Total questions: 25

Worksheet time: 18mins

Name
Class
Date
1.

A financial goal that is less than or equal to one year is called?

a)

Savings

b)

Short-term

c)

Long-Term

d)

Emergency Fund

2.

Camila wants to save for her children's education. Her children are ages 5 and 6. This is what type of goal?

a)

Savings

b)

Short-term

c)

Long-Term

d)

Emergency Fund

3.

If the tire on your car unexpectable goes flat and you need to replace it. Where do you get this money from?

a)

Savings

b)

Short-term savings

c)

Long-term savings

d)

Emergency Fund

4.

The possibility of loss in an investment is called?

a)

Savings

b)

Investing

c)

Risk

d)

Earnings

5.

What is an item that is sold by a company?

a)

Brand

b)

Product

c)

Investment

d)

Private company

6.

The name a company gives a product it makes or services is called?

a)

Brand

b)

Product

c)

Investment

d)

Private company

7.

A company that is owned by a group of people and the shares can not be sold on exchanges is called?

a)

Public Company

b)

Private Company

c)

Brand

d)

Product

8.

Owning stock mean owning shares or part of a company

a)

True

b)

False

9.

Companies issue stock to raise money for what of the following. (Pick all that apply)

a)

Buy another company

b)

Pay off debt they currently have

c)

To expand the business

d)

All are correct

10.

Stocks earn money if the stock price is less then what you paid for it.

a)

True

b)

False

11.

A unique group of letters that identifies a company's stock on an exchange is what?

a)

Company Name

b)

Brand

c)

Ticker Symbol

d)

Product

12.

Examples of exchanges include the following. (Pick all that apply)

a)

Nasdaq

b)

NYSE

c)

Facebook Marketplace

d)

All are correct

13.

A company that owns 50% of another company is what?

a)

Parent Company

b)

Subsidiary Company

c)

Corporation

d)

Partnership

14.

The highest and lowest price of a stock over the past year is what?

a)

PE Ratio

b)

52-Week Range

c)

Beta

d)

Previous Close

15.

News that you think would help a company stock price grow or drop is called Third Party News

a)

True

b)

Falso

16.

A low P/E Ratio means what about a company? (pick all that apply)

a)

Investors are selling shares driving down the stock price

b)

Investors are buying shares driving up the stock price

c)

Can show that a company is overvalued

d)

Can show that a company is undervalued

17.

Which of the following statements are true about Beta.

a)

less than 1 means the stock is more volatile than the stock market

b)

greater than 1 means the stock is less volatile than the stock market

c)

greater than 1 means the stock is more volatile than the stock market

d)

less than 1 means the stock is less volatile than the stock market

18.

Risk Tolerance is a measure of how much risk you are willing to take based on the following factors. ( Pick all that apply)

a)

Age

b)

Lifestyle

c)

Personality

d)

All are correct

19.

Blue Chip or Large Cap stocks are considered Moderate according to the Risk Pyramid.

a)

True

b)

False

20.

A risk management strategy in which you spread your investment dollars among different securities, sectors, and industries is?

a)

Mutual Fund

b)

Diversification

c)

Index

d)

Eggs in one basket

21.

An investment that pools money from many investors and invests in a diversified portfolio of stocks, bonds, or securities

a)

Diversification

b)

Risk Management

c)

Mutual Fund

d)

Index

22.

Money spent means savings

a)

True

b)

False

23.

Investors buy stock expecting the value to Increase over time

a)

True

b)

False

24.

A group of broad stocks that are often in one industry.

a)

Index

b)

Mutual Funds

c)

Diversification

d)

Sector

25.

The Market Cap value of a Small-cap company is?

a)

$10 billion plus

b)

$2 billion to $10 billion

c)

$300 million to $2 billion

d)

Under $300 million