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5 Written questions

5 Matching questions

  1. single stocks
  2. portfolio
  3. fixed annuity
  4. liquidity
  5. growth stock mutual fund
  1. a quality of an asset that permits it to be converted quickly into cash without loss of value; availability of money; when there is more liquidity, there is typically less return.
  2. b Securities that represent part ownership or equity in a corporation, wherein each share is a claim on its proportionate stake in the corporation's assets and profits, some of which may be paid out as dividends.
  3. c type of annuity that guarantees a certain rate of return; see annuity.
  4. d fund that buys stock in medium-sized companies that have experienced some growth and are still expanding; also called a mid-cap fund.
  5. e a list of your investments.

5 Multiple choice questions

  1. relationship of substantial reward in comparison to the amount of risk taken.
  2. the past history of something; with investments, look at the five or ten year record.
  3. mutual fund that contains international or overseas companies.
  4. accounts at financial institutions that allow regular deposits and withdrawals. The minimum required deposit, fees charged, and interest rate paid varies among providers.
  5. a food, metal, or fixed physical substance that investors buy or sell, usually via future contracts.

5 True/False questions

  1. C.D.debt instrument where an issuer such as a corporation, municipality or government agency owes you money; a form of I.O.U.; the issuer makes regular interest payments on the bond and promises to pay back or redeem the face value of the bond at a specified point in the future (the maturity date).

          

  2. investmentsaccount or arrangement in which one would put their money for long-term growth; should not be withdrawn for a suggested minimum of five years.

          

  3. annuityquality of an asset that permits it to be converted quickly into cash without loss of value; availability of money; when there is more liquidity, there is typically less return.

          

  4. variable annuitytype of annuity that guarantees a certain rate of return; see annuity.

          

  5. futuresa term used to designate all contracts covering the sale of financial instruments or physical commodities for future delivery on a commodity exchange.

          

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