WorksheetsUnit 2.1 Investing
Total questions: 16
Worksheet time: 8mins
What is the definition of 'Investing'? Fill in the blank: Investing is allocating money with the expectation of a _______ return in the future.
positive
negative
neutral
guaranteed
What is the simple definition of 'Investing'?
Spending money for fun
Sacrificing money today to make more money in the future
Saving money in a piggy bank
Giving money away
Fill in the blank: ________ is a measure of how quickly a financial asset can be converted into cash.
Liquidity
Profitability
Solvency
Volatility
Fill in the blank: ________ is the chance of losing money.
Risk
Profit
Guarantee
Interest
Fill in the blank: ________ is the return gained from an investment.
Reward
Expense
Loss
Debt
Fill in the blank: A ______ is an ownership share in a corporation (larger unit = macro).
Stock
Bond
Loan
Dividend
Fill in the blank: A ______ is an individual piece of a company (smaller unit = micro).
Share
Bond
Loan
Dividend
Fill in the blank: A mutual fund is a pool of money used by a company to purchase a variety of ______ or ______.
stocks, bonds
stocks, properties
houses, apartments
computers, phones
Fill in the blank: An index fund is a portfolio of stocks or bonds designed to replicate the composition of a ______ ______ ______.
financial market index
government bond scheme
corporate savings plan
retirement benefit fund
Which type of fund is actively managed and typically has higher fees?
Mutual Fund
Index Fund
Savings Account
Certificate of Deposit
Which type of fund is passively managed and typically has lower fees?
Mutual Fund
Index Fund
Real Estate Fund
Hedge Fund
This man created Vanguard. Who is he?
Jack Bogle
Warren Buffett
John Templeton
Peter Lynch
What is a CD (Certificate of Deposit)?
A) A type of loan given by a bank
B) An interest-bearing certificate issued by a bank to a person depositing money for a specified period of time
C) A type of stock investment
D) A form of insurance policy
Fill in the blank: A ______ is a fixed-income investment in which an investor lends money to a company or government for a set period of time in exchange for regular interest payments.
Bond
Stock
Mutual Fund
Real Estate
What is real estate as a type of investment? Fill in the blank: Real estate is property such as ________, houses, condominiums, or office buildings.
land
cars
jewelry
stocks
Match the following types of investments with their explanation
Stocks
represents a fraction of the ownership of the issuing corporation
Bonds
essentially loans to a corporation or governmental body
Mutual Funds
allows you to invest in all three categories of investments with a smaller amount of money
Cash Alternatives
Includes savings accounts, money markets, CDs, guaranteed investment contracts, etc
