Font size
WorksheetsQUIZ: Saving to Invest
Total questions: 25
Worksheet time: 32mins
A safe investment that generally attracts conservative investors, usually issued by the strongest and most respected companies
Blue Chip
Prospectus
Collectibles
Portfolio
A term for when an investment is in a downward spiral
Bear Market
Bull Market
Coupon Rate
Diversification
Owner of the stock
CEO
Collector
Shareholder
Buyer
Depositing your money into something so that it can make more money
Investment
Portfolio
Diversification
Blue Chip
Document that discloses information about a company’s earnings, assets, and liabilities
Prospectus
Annuity
Portfolio
Dividend
A pooled investment
Junk Bond
Mutual Fund
Stocks
Dividend
Investments such as stamps, coins, antiques, or metals
Junk Bond
Prospectus
Blue Chip
Collectibles
A savings plan bought through an insurance company
Annuity
Face Value
Viatical
A notebook of your investments
Portfolio
Checking Account
Money Market Account
Stock Symbol
Payment from a share of stock
Coupon Rate
Dividend
Mutual Fund
Capitalization
Investing your money into many different types of accounts (eggs in different baskets)
Diversification
Financial Risk Pyramid
DOW JONES
Annuity
A high risk, high return investment that has a high probability of not paying out
Stocks
Bonds
Mutual Funds
Junk Bonds
A share of ownership in a company is called (a) .
Reorder the following based upon risk from high to low.
Collectibles
Stocks
Mutual Funds
Bonds
Using the Rule of 72, what interest rate would double your money in 36 years?
2%
3%
4%
6%
As an investor (according to financial risk pyramid), with higher risk comes the potential to (a) .
A loan an investor makes to a company or government that pays interest over time is (a) .
(a) is important in investing because It helps you to balance your risk across different types of investments.
The more (a) an investment, the less (b) .
What is Blue-chip stock?
A safe investment that generally attracts conservative investors
Blue corn chip in the grocery store.
Poker chips.
Blue potato chips.
1-4 letter symbol used to represent a company
Dow Jones
Tik Tock
Stock Sign
Ticker Symbol
Which of the following is a Market Index representing the 30 largest companies on the Market?
S&P 500
Dow Jones
Nasdaq
Poor Man's 30
How can you make money in the stock market?
Buy low and sell high
Earn dividends
Both of these
How does a bear stock market impact the U.S. economy?
Americans will invest less money in the stock market.
Americans will invest more money in the stock market.
Consumers will purchase more large appliances.
Consumers will purchase more vacation homes.
How does a bull stock market impact the U.S. economy?
Americans will invest less money in the stock market.
Americans will invest more money in the stock market.
Consumers will purchase fewer large appliances and cars.
Consumers will purchase fewer single family homes.
