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Investing Test Review

Total questions: 20

Worksheet time: 20mins

Name
Class
Date
1.

A pool of money collected from many investors, and used to buy stocks, bonds, and other securities.

a)

stock

b)

mutual fund

c)

bond

d)

goals

2.

Much less risky

a)

saving

b)

investing

3.

Deposit is usually not insured

a)

investing

b)

saving

4.

Provides fixed interest payments for a set period of time

a)

money

b)

stock

c)

bond

d)

mutual fund

5.

All are benefits of saving, except

a)

safe, reliable, convenient

b)

earns a higher return of interest

c)

earns a small amount of interest

d)

insured by the FDIC

6.

Saving and investing provide opportunities to increase your wealth, leading to financial security

a)

True

b)

False

7.

If Jonathan is earning 2% on an investment and inflation is increasing by 3%, what is happening to his purchasing power?

a)

It's increasing

b)

It's decreasing

c)

It's not changing

d)

Inflation and purchasing power are not related

8.

Andy bought 5 shares of a company for $10. Later, he sold all 5 shares for $15. What was his profit/loss on the stock?

a)

Profit of $5

b)

Loss of $5

c)

Profit of $25

d)

Loss of $25

9.

____ are secure places for consumers and businesses to store money.

a)

Banks

b)

Stocks

c)

Boxes

d)

Envelopes

10.
Savings accounts have _______  interest rates.
a)
Low
b)
High
11.
A diversified portfolio is desirable because it...
a)
Increases the risk/return ratio
b)
Limits investors' choices to inly one or two investment tools
c)
Indicates an investor is a good predictor of the return an investment will have
d)
Decreases risk by investing money in a variety of investment tools
12.

Most experts agree that people should invest in the market over the

a)

short-term

b)

long term

c)

no term

13.

What makes saving a low-risk activity?

a)

When you save money, there is always the chance that it could go down.

b)

When you save money, you are just putting money away in an account that only goes up by little amounts.

c)

When you save money, there's always the possibility that it could disappear.

14.

If the demand for a stock increases, then the price will likely

a)

decrease

b)

increase

c)

stay the same

15.

Money paid regularly at a particular rate for the use of money lent

a)

loan

b)

credit

c)

interest

d)

debt

16.

Units of equity ownership interest in a company

a)

Shares

b)

cashier check

c)

money order

17.

Type of security that gives stockholders a share of ownership in a company

a)

Credit Cards

b)

Debit

c)

Stocks

d)

Properties

18.

Elliot’s stock broker is suggesting that he consider investing in a diversified portfolio. A diversified portfolio is desirable because it:

a)

increases the risk/return ratio.

b)

limits investors choices to only one or two investment tools.

c)

indicates an investor is a good predictor of the return an investment will have.

d)

decreases risk by investing money in a variety of investment tools.

19.

Which of the following is not true in regards to investing in stock?

a)

A stockholder owns a part of a company

b)

Depending upon the current market price, stockholders may pay different prices for the same stock

c)

A stockholder may or may not receive a dividend

d)

A stockholder will always receive a profit when the stock is sold

20.

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