WorksheetsInvesting Quiz
Total questions: 26
Worksheet time: 13mins
Name
Class
Date
1.
Which term describes the profit you make when you sell an investment for more money than you paid for it?
a)
Capital Gain
b)
Dividend
c)
Compound Return
d)
Rate of Return
2.
What is the name for a collection of stocks and bonds that you can buy and sell during the day, just like a single stock?
a)
Index Fund
b)
Mutual Fund
c)
Target Date Fund
d)
Exchange-Traded Fund (ETF)
3.
Which term refers to spreading your money across many different investments to reduce your risk of losing it all?
a)
Active Trading
b)
Portfolio Management
c)
Passive Investing
d)
Diversification
4.
What do you call a loan you give to a company or government where they pay you interest regularly and give back your money on a set date?
a)
Treasury Bond
b)
Security
c)
Stock
d)
Bond
5.
Which term describes money that companies pay to people who own their stock, usually four times a year?
a)
Rate of Return
b)
Capital Gain
c)
Dividend
d)
Interest
6.
What is the term for a time when stock prices are falling and people are selling their investments?
a)
Active Trading
b)
Bear Market
c)
Stock Exchange
d)
Bull Market
7.
What do you call a score that shows how likely it is that a bond will pay you back the money you loaned?
a)
Risk Assessment
b)
Bond Rating
c)
Market Cap
d)
Rate of Return
8.
Which term describes the total value of a company based on its current stock price multiplied by how many shares exist?
a)
Capital
b)
Portfolio
c)
Shareholder Value
d)
Market Capitalization
9.
What is the name for a person or company that owns at least one share of a company's stock?
a)
Shareholder
b)
Investor
c)
Broker
d)
Trader
10.
Which term refers to when your investment earnings get reinvested and earn even more money over time?
a)
Rate of Return
b)
Dividend Payment
c)
Compound Return
d)
Capital Gain
11.
What do you call a share of ownership in a company where you own a small piece of that company?
a)
Security
b)
Bond
c)
Investment
d)
Stock
12.
What is the name for a low-cost collection of stocks chosen to match a stock market index, with no person picking individual stocks?
a)
Index Fund
b)
Mutual Fund
c)
Exchange-Traded Fund
d)
Target Date Fund
13.
Which term refers to the total amount of money and things with monetary value that a person or institution owns?
a)
Security
b)
Capital
c)
Portfolio
d)
Investment
14.
What do you call an account that lets you buy and sell investments like stocks, bonds, and mutual funds?
a)
Trading Account
b)
Brokerage Account
c)
Savings Account
d)
Investment Portfolio
15.
Which term describes a time when stock prices are rising and people are buying investments?
a)
Bear Market
b)
Bull Market
c)
Market Correction
d)
Stock Market Crash
16.
What is the term for when prices of things go up over time, which means your money can buy less than it used to?
a)
Recession
b)
Inflation
c)
Economic Growth
d)
Deflation
17.
Which term refers to illegally buying or selling a company's stock using secret information that the public doesn't know about?
a)
Insider Trading
b)
Day Trading
c)
Active Trading
d)
Passive Investing
18.
What do you call the percentage of profit or loss you made on an investment?
a)
Market Cap
b)
Rate of Return
c)
Dividend
d)
Capital Gain
19.
What types of securities might a mutual fund invest in?
a)
Commodities like gold and silver only
b)
Stocks, bonds, and other assets
c)
Cryptocurrencies only
d)
Art and antiques
20.
Which type of funds are composed of stocks that are expected to move in line with a specific index?
a)
Specialty funds
b)
Index funds
c)
Multi-fund
d)
High-yield bond funds
21.
Maya bought one share of stock for $50 and sold it one year later for $65. How much did she make?
a)
$30
b)
$20
c)
$25
d)
$15
22.
Maya bought one share of stock for $50 and sold it one year later for $65. What is her ROI?
a)
30%
b)
20%
c)
25%
d)
15%
23.
Kim bought 10 shares of stock for $50 and sold them one year later for $65. How much did she make?
a)
$300
b)
$200
c)
$250
d)
$150
24.
Kim bought ten shares of stock for $50 and sold it one year later for $65. What is her ROI?
a)
30%
b)
20%
c)
25%
d)
15%
25.
Two investors both have an ROI of 25% on their stock investments. What can we conclude about their dollar gains?
a)
Their gains are always equal
b)
They gained the same amount of money
c)
One investor definitely gained more
d)
They may have gained different amounts of money
26.
If an investor's ROI is calculated as negative, what does this indicate?
a)
The investment made money
b)
The investment broke even
c)
The investment was held too long
d)
The investment lost money
100 %
