WorksheetsInvesting for the Future
Total questions: 50
Worksheet time: 17mins
the gain or loss on invested capital
(a)
investing money for growth
(a)
investing money for income
(a)
financial instruments that represents value
(a)
an increase in the value of the security in which is invested. Sought by growth investors
(a)
the extent of an investment’s price fluctuation
(a)
selling something for more than you paid. the difference between the price you sold for and the price you bought for
(a)
selling something for less than you paid
(a)
a share of a company’s profits
(a)
protection from loss of money for emergency purposes
(a)
all your investment holdings, in favor of capitals preservation as you start approaching a deadline
(a)
including in a portfolio different kinds of investments, with varying risks, return potential, and market exposures
(a)
diversifying between asset classes
(a)
a method that involves investing over time in an asset, rather than all at once.
(a)
aka loans, to companies and governments
(a)
representation of ownership stakes in companies
(a)
which pool investors’ money to buy an assortment of stocks and bonds
(a)
commercial or residential property art and collectibles
(a)
a type of bond issued by the U.S treasury, original;ly designed as a way for the government to raise money to pay for WWI
(a)
aka face value, what you will pay if you buy something when they are issued
(a)
each promise an interest rate based on that par value
(a)
a date which the borrower has agreed to return the principal, can be as short as a few months or as long as 30 years
(a)
the issuer will be unable to pay back your principal because they have no money to pay
(a)
the value of an investor's stake in a company
(a)
a unit of equity ownership in the capital stock of a corporation
(a)
companies that issue stock
(a)
the first time a company sells stock IPO
(a)
marketplaces where stocks are bought and sold
(a)
three/four letter codes that identify the company on the stock market
(a)
the thing that tracks the performance of a representative selection of stocks
(a)
when investors feel assured that their investments will appreciate and therefore are buying more stocks, the indexes are generally gaining points
(a)
when the market is trending downward over a period of time, because investors are thinking negatively about the market, and selling in response
(a)
the price per share of a mutual fund NAV
(a)
an explanatory document about the fund’s intention. Mutual funds are required by law to publish this annually.
(a)
commission paid to the person who sells you the fund.
(a)
people who are licenses to act as go-betweens for buyers and sellers of investments
(a)
people who share a common interest in investing and come together to educate one another on investments
(a)
the price at which you bought it minus commissions or fees
(a)
when you sell something you’ve owned for less than a year
(a)
when you sell something you’ve owned for over a year
(a)
an account meant for college savings, named after the section of tax law that allows it
(a)
when you pay taxes once you take money out to use, but you do not have to pay taxes on your money before then.
(a)
stands for Individual Retirement Account, a kind of retirement account that anyone who has income can set up through a bank, brokerage or investment company.
(a)
hose who earn under a certain income can deduct contributions on their taxes with this.
(a)
does not offer a tax deduction up front, but instead allows you to withdraw tax-free after age 59 and a half.
(a)
a government agency that provides regulation and law enforcement actions on behalf of investors. SEC
(a)
when a scammer promises to get you something if you pay a fee upfront. The scammer will disappear after the down payment
(a)
when a scammer says they need help transferring money through a check and asks you to help by depositing the check into your account and wire a certain amount back to them. The check bounces, and the money wired is gone.
(a)
when you invest a small amount of money, along with recruiting others to do the same, with the promise of a bigger investment return. Eventually, there will not be enough people to sustain the operation and most people will not get their money.
(a)
when a scammer promises that your invested money will go towards a risk-free investment opportunity with high return rates(30% for example). However, there's no such thing as a risk-free investment and the money returned is usually money from other investors.
(a)
