WorksheetsInvestment Terminology
Total questions: 27
Worksheet time: 14mins
a portion of a company's profit paid to common and preferred shareholders.
The date specified in a note or bond on which the debt is due and payable
A long-term bond issued by a corporation to raise outside capital
Negotiable short-term (one year or less) debt obligations issued by the U.S.
government and backed by its full faith and credit
Another name for investments such as stocks or bonds
A collection of investments owned by one organization or individual, and managed as a collective whole with specific investment goals in mind.
The degree to which you can tolerate volatility in your investment values
Fund operated by an investment company that raises money from shareholders and invests it in stocks, bonds, options, commodities or money market securities
The ability to have ready access to invested money.
The owner of common or preferred stock of a corporation. Also called shareholder
Stockholder
The fixed amount of money that an issuer agrees to pay the bondholders. It is most often a percentage of the face value of the bond
A lower-rated, usually higher-yielding bond, with a credit rating of BB or lower
The amount and frequency with which an investment fluctuates in value
Annual percentage rate of return on capital
Par value
Nominal rate
Return
Yield
Negotiable long-term (10 years or longer) debt obligations issued by the U.S. government and backed by its full faith and credit
Shares issued by a company which represents ownership in it. Ownership of property, usually in the form of common stocks, as distinguished from fixed-income securities such as bonds or mortgages.
equities
debentures
A rise in the prices of goods and services, often equated with loss of purchasing power
A shareholder vote on matters that require shareholders' approval
Proxy
Shareholder
election
Yield
Vote of confidence
The process of owning different investments that tend to perform well at different times in order to reduce the effects of volatility in a portfolio, and also increase the potential for increasing returns.
The difference between a security's purchase price and its selling price, when the difference is positive
Acts like a loan or an IOU that is issued by a corporation, municipality or the U.S. government
The process of dividing investments among cash, income and growth buckets to optimize the balance between risk and reward based on investment needs.
Asset purchased with an investment life of less than a year
A group of similar securities, such as equities in a specific industry
A long-term, growth-oriented investment representing ownership in a company; also known as 'equity
A class of stock with a fixed dividend that has preference over a company's common stock in the payment of dividends and the liquidation of assets
Mutual funds that seek both growth and income in a portfolio with a mix of common stock, preferred stock or bonds
