Investing - Final Exam
Help!
|
|
||||
|---|---|---|---|---|---|
| Anything of value that is owned | Assets
🗑
|
||||
| Allocating money for a particular purpose | Budget
🗑
|
||||
| Expenses that don't change month to month | Fixed Expenses
🗑
|
||||
| Something a person intends to acquire, achieve or accomplish | Goal
🗑
|
||||
| The total amount of money earned before any deductions are made | Gross Pay
🗑
|
||||
| An amount owed to a lender | Liability
🗑
|
||||
| The amount left after all deductions are taken out | Net Pay
🗑
|
||||
| Expenses that change or vary month to month | Variable Expenses
🗑
|
||||
| The danger that money won't be worth as much in the future as it is today | Inflation Risk
🗑
|
||||
| The current price that a buyer is willing to pay for stock | Market Price
🗑
|
||||
| The specified time int he future when the principal amount of the bond is repaid to a bondholder | Maturity Date
🗑
|
||||
| The total return on an investment expressed as a percentage of the amount of money invested (return/money invested) | Nominal Rate of Return
🗑
|
||||
| Reduces risk by spreading investment money among a wide array of investments | Portfolio Diversification
🗑
|
||||
| Nominal Rate of Return - Inflation Rate | Real Rate of Return
🗑
|
||||
| The uncertainty regarding the outcome of a situation or event (the higher the risk the higher the reward) | Risk
🗑
|
||||
| Allows a person to calcualte when the future value of an investment will double the principal amount (72/IR=# of years) | Rule of 72
🗑
|
||||
| Owner of a share of stock | Shareholder
🗑
|
||||
| Have potential for significant fluctuations in return over a short period | Speculative Investments
🗑
|
||||
| The market is doing poorly, investors are not purchasing stock | Bear Market
🗑
|
||||
| Measures a stocks volatility compare to the overall changes in the stock market (higher beta = higher risk) | Beta
🗑
|
||||
| The market is doing well, investors are optimistic and purchasing stock | Bull Market
🗑
|
||||
| shares of ownership in a public corporation (voting rights, most common, dividends can be paid) | Common Stock
🗑
|
||||
| Brockerage firms buy and sell stocks (New York stock Exchange, American Stock Exchange, Regional Stock Exchanges, NASDAQ) | Exchange
🗑
|
||||
| Price per share / Earnings per share | P/E Ratio
🗑
|
||||
| Shares which pay fixed dividends and have priority over common stock (less risky, no voting rights, dividends stated as a fixed percentage) | Preferred Stock
🗑
|
||||
| Companies that do no issue stock | Private Companies
🗑
|
||||
| Companies that sell stock | Public Companies
🗑
|
||||
| Information about the companies of financial information | Prospectus
🗑
|
||||
| A class of shares with lower 12b-1 fees, breakpoints, and good for large investments and a long time frame | Class A Shares
🗑
|
||||
| A class of shares with no front-end fees or breakpoints, there are deferred sales charges, the shares can convert to class A shares and they have a higher expense ration. They are good for investors with little investment amounts and a long time horizon. | Class B Shares
🗑
|
||||
| A class of shares with no front-end or breakpoints, they have a small back-end load that can be removed after 1 year, there are higher expense ratios. Good for investors with a short-time horizon. | Class C Shares
🗑
|
||||
| The interest payment on a coupon bond. | Coupon
🗑
|
||||
| The price an investor pays for a bond (also called par value or principal) | Face Value
🗑
|
||||
| An investment in which the amount of income an investor receives is set, or fixed, by the issuer. | Fixed Income Security
🗑
|
||||
| The entity (government or corporation) that writes the bond purchased by investors. | Issuer
🗑
|
||||
| The price an investor pays for a bond (also called face value or principal) | Par Value
🗑
|
||||
| The initial cost of the bond (also known as the par value or face value of the bond | Principal
🗑
|
Review the information in the table. When you are ready to quiz yourself you can hide individual columns or the entire table. Then you can click on the empty cells to reveal the answer. Try to recall what will be displayed before clicking the empty cell.
To hide a column, click on the column name.
To hide the entire table, click on the "Hide All" button.
You may also shuffle the rows of the table by clicking on the "Shuffle" button.
Or sort by any of the columns using the down arrow next to any column heading.
If you know all the data on any row, you can temporarily remove it by tapping the trash can to the right of the row.
To hide a column, click on the column name.
To hide the entire table, click on the "Hide All" button.
You may also shuffle the rows of the table by clicking on the "Shuffle" button.
Or sort by any of the columns using the down arrow next to any column heading.
If you know all the data on any row, you can temporarily remove it by tapping the trash can to the right of the row.
Embed Code - If you would like this activity on your web page, copy the script below and paste it into your web page.
Normal Size Small Size show me how
Normal Size Small Size show me how
Created by:
mryan396
Popular Finance sets