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Stock Market Review

Stock Market Review. The highest Morningstar rating is. *. ****. *****. . If an investor can earn 9 percent on an investment, approximately how long will it take to double in value?. 72 months. 8 years. 9 years. 12 years. Which statement is true about mutual funds?.

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Stock Market Review

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  1. Stock Market Review

  2. The highest Morningstar rating is * **** ***** 

  3. If an investor can earn 9 percent on an investment, approximately how long will it take to double in value? 72 months 8 years 9 years 12 years

  4. Which statement is true about mutual funds? You can choose which securities to include in your mutual funds Mutual funds offer guaranteed returns Mutual funds are convenient and professionally managed All mutual funds buy stocks

  5. Generally, a portfolio that has 80% of its assets in stocks would be best suited for: A 18-yr-old using the assets to pay for college expenses over the next 4 years. A 35-yr-old investing for retirement A 75-yr-old investing for income and capital preservation None of the above

  6. A zero-coupon bond pays interest Periodically At the maturity date At the time of purchase Never

  7. A mutual fund ticker symbol ends with the letter C G X Z

  8. A stock considered a large cap has market capitalization Less than $2 Billion Between $2 Billion and $10 Billion Between $10 Billion and $100 Billion Greater than $100 Billion

  9. Index that measures smallest businesses listed Your Subtopics Go Here Dow Jones Industrial Average S&P 500 Russell 2000 Wilshire 5000

  10. By definition, what type of bond is purchased at face value? Corporate bond Treasury bond Non-coupon bond Coupon bond

  11. The ‘total stock market’ index is Your Subtopics Go Here Dow Jones Industrial Average S&P 500 Russell 2000 Wilshire 5000

  12. What investment term is shown here?

  13. This retirement investment is diversified 401(k) Roth IRA Both Neither

  14. The number of shares outstanding multiplied by its ‘last’ traded price equals a stock’s Your Subtopics Go Here Volume Sector Market capitalization P/E ratio

  15. An IOU certifying that you loaned money to a level of government or a corporation is a Your Subtopics Go Here Mutual Fund ETF Bond Stock

  16. Of the following which ticker symbols, which one is a mutual fund? AAPL SBUX FCLFX DJI

  17. Index that measures 30 blue-chip stocks Your Subtopics Go Here Dow Jones Industrial Average S&P 500 Russell 2000 Wilshire 5000

  18. This retirement investment allows earnings to be withdrawn without penalty 401(k) Roth IRA Both Neither

  19. The basic rule of a risk-to-return relationship is that the Your Subtopics Go Here Lower the risk, the higher the return rate Higher the risk, the lower the return rate Higher the risk, the higher the return rate The two are not related

  20. The time value of money can best be explained using which one of the following concepts? Your Subtopics Go Here The “pay yourself first” philosophy The risk-to-return relationship Compound interest The Rule of 72

  21. Moody’s rates Stocks Bonds Mutual funds US Savings bonds

  22. Which one of the following investments has the highest risk and the highest potential rate of return? Money market mutual fund Stocks Government bonds Savings bonds

  23. What a company pays you per share for owning stock is called Dividend Industry Sector Risk

  24. A bond’s interest rate is called its Principal Coupon rate Face value Par value

  25. Which type of stock is the most likely to pay a dividend? Income stock Small cap stock Common stock Growth stock

  26. A savings account is more liquid than (a) Mutual fund Retirement plan House All of the above

  27. A stock considered a mid cap has market capitalization Less than $2 Billion Between $2 Billion and $10 Billion Between $10 Billion and $100 Billion Greater than $100 Billion

  28. Rank in order of highest potential reward (1) to lowest potential reward (8)

  29. NEFE High School Financial Planning Program Commo- dities Penny Stock Speculative Stock / Bonds / Mutual Funds Collectibles Blue-Chip Common Stock Growth Mutual Funds Real Estate Balanced Mutual Funds High-Grade Preferred Stock High-Grade Convertible Bonds High-Grade Municipal Bonds or Mutual Funds Money Market Accounts or Mutual Funds High-Grade Corporate Bonds or Mutual Funds Insured Savings / Checking Accounts U.S. Savings Bonds Certificates of Deposit Treasury Issues FinancialPlanningPyramid Unit Three – Investing: Making Money Work for You Highest Risk Highest Earnings Lower Risk Lower Earnings 3-J

  30. Dollar-cost averaging is an incremental way to invest?

  31. Investors with a pessimistic attitude are nicknamed “bulls”.

  32. The NYSE lists mainly technology stocks.

  33. Stock Market Simulation How much money do you start with? $10,000 $20,000 $100,000 $200,000

  34. SMS How much is the commission you have to pay for each transaction? $10 10% 15% $25

  35. SMS Can you buy on margin?

  36. How many transactions are you allowed throughout the simulation?

  37. What is found in a stock listing? Earnings per share Ask Volume investment goal 52-week high fund manager ticker load market/exchange bid 52-week low P/E ratio

  38. The highest Moody’s rating is Aaa A Baa B

  39. SMS What is the interest rate earned on your cash balance? 1% 3% 5% 8%

  40. What is an advantage of having a load? Don’t have as much money to invest Money is in an safe investment Fund manager keeps money in case of emergency Fund manager offers advice

  41. Which investments may have a load? Stocks Treasury bonds Mutual funds Corporate bonds

  42. If you have a mutual fund with a load, which is the best to have? Front-end load Back-end load No load Motherload

  43. This retirement investment is tax deferred 401(k) Roth IRA Both Neither

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  45. Transitional Page

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