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Stocks, Bonds, Mutual Funds

Stocks, Bonds, Mutual Funds. Degree to which the value of an investment moves up and down. Volatility. Number that corresponds to volatility or market risk of a security compared to the general market. Beta.

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Stocks, Bonds, Mutual Funds

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  1. Stocks, Bonds, Mutual Funds

  2. Degree to which the value of an investment moves up and down. • Volatility

  3. Number that corresponds to volatility or market risk of a security compared to the general market. • Beta

  4. Spreading of investments among different types of securities, companies or locations to reduce risk. • Diversification

  5. Who is doing the best in this class for term 3? • The one with the highest average for term 3

  6. What determines the type of mutual fund one would invest money in? • Its objective

  7. Boston Marathon starts in what town? • Hopkinton

  8. Type of stock issued by a company with a capitalization between $500 million and $2 billion. They are considered to be a higher investment risk. • Small cap stock

  9. Disney character quiz. Villain. Proud owner of two eels. Use to rule the sea. • Ursula

  10. What is market capitalization? • Share price multiplied by # of shares (the amount it would cost for you to buy every single share of a company)

  11. What does a PE Ratio tell you? • If a stock is overpriced or undervalued compared to other companies. (comparison of stock price to earnings)

  12. For a corporate bond, par value and face amount means the same thing. True or False? • True

  13. Type of stock that is considered a safe investment .Attracts conservative investors. Are generally the strongest and most respected companies. • Blue Chip or Large Cap Stock

  14. If Greece defaults on a government bond, what does that mean? • It is unable to pay an investor (interest and face value)

  15. Stock price for a company was $79. It went up to $91. What was the percent increase in the stock price? • 15%

  16. Type of bond that provides no interest payments and is redeemed for its face value at maturity. i.e. Savings Bond • Zero coupon bond

  17. Disney character quiz. Villain. Proud owner of two eels. Use to rule the sea. • Ursula

  18. Type of stock that typically sells for less than $1 a share. Prices are very volatile and can fluctuate wildly up and down. Companies' sales are very unsteady. High risk. • Penny Stock

  19. Bruce Wayne’s (Batman)butler? • Alfred

  20. Prior Day's Closing Share Price: $50.50Today's Closing Share price: $61.25Quarterly Dividend of $2.075 • What is change in stock price as a %? • 21% • What is the yield? • 13.55%

  21. Type of investing in which your investments are all in the same type of industry. • Sector investing

  22. How frequently are mutual funds priced? • Daily

  23. Type of bond a government authority (town, city, county) would issue to build a new school, highway or airport. • Municipal

  24. If a company has 1,000 outstanding shares and a share price of $30. It pays a $2/share quarterly dividend. What is its market capitalization? • 30,000

  25. What does N.A.V. stand for? • Net Asset Value

  26. How frequently is a NAV priced for a mutual fund? • Daily - at the end of the day when market closes.

  27. Provide one example of an index for the stock market. • DJIA, S&P500

  28. This is a formula for what? Current share price divided by EPS • PE ratio

  29. The names of the parents in 101 Dalmations? • Pongo and Perdita

  30. An Income Mutual Fund produces monthly income to an investor. True or False? • True • Would it have a yield? • Yes

  31. When interest is earned on interest and principal. It allows your principal to snowball. • Compounding

  32. 4 US Presidents born in Massachusetts? • John Adams, JQ Adams, JFK, George HW Bush

  33. Ticker symbol for Apple • AAPL • Ticker symbol for Orange • No such thing

  34. Name some advantages of investing in a mutual fund rather than purchasing an individual stock from E-Trade? • Professional management, diversification (less risk)

  35. Massachusetts State Bird • chickadee

  36. If a mutual fund is front-loaded, then it means the investor is paying a sales charge or commission on investments. True or False. • Absolutely True.

  37. This ratio is calculated by dividing the stock's last closing price by its earnings per share for the latest year. • Price -Earnings Ratio (PE Ratio)

  38. A declining stock market in which investors are pessimistic. • Bear Market

  39. Are Corporate Bonds paid at maturity? • Yes

  40. What is P.O.P. mean for the price of a mutual fund? • Public Offering Price

  41. Mr. George’s advice: • You have one life. Live it.

  42. Annual Dividend divided by closing price is a formula for what? • Yield

  43. What is the relationship between risk and return? • Low risk, low return. High risk, high return.

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