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Degree to which the value of an investment moves up and down. Volatility
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Number that corresponds to volatility or market risk of a security compared to the general market. Beta
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Spreading of investments among different types of securities, companies or locations to reduce risk. Diversification
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Who is doing the best in this class for term 3? The one with the highest average for term 3
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What determines the type of mutual fund one would invest money in? Its objective
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Boston Marathon starts in what town? Hopkinton
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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
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Disney character quiz. Villain. Proud owner of two eels. Use to rule the sea. Ursula
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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)
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What does a PE Ratio tell you? If a stock is overpriced or undervalued compared to other companies. (comparison of stock price to earnings)
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For a corporate bond, par value and face amount means the same thing. True or False? True
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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
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If Greece defaults on a government bond, what does that mean? It is unable to pay an investor (interest and face value)
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Stock price for a company was $79. It went up to $91. What was the percent increase in the stock price? 15%
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Type of bond that provides no interest payments and is redeemed for its face value at maturity. i.e. Savings Bond Zero coupon bond
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Disney character quiz. Villain. Proud owner of two eels. Use to rule the sea. Ursula
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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
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Bruce Wayne’s (Batman)butler? Alfred
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Prior Day's Closing Share Price: $50.50 Today's Closing Share price: $61.25 Quarterly Dividend of $2.075 What is change in stock price as a %? 21% What is the yield? 13.55%
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Type of investing in which your investments are all in the same type of industry. Sector investing
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How frequently are mutual funds priced? Daily
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Type of bond a government authority (town, city, county) would issue to build a new school, highway or airport. Municipal
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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
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What does N.A.V. stand for? Net Asset Value
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How frequently is a NAV priced for a mutual fund? Daily - at the end of the day when market closes.
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Provide one example of an index for the stock market. DJIA, S&P500
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This is a formula for what? Current share price divided by EPS PE ratio
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The names of the parents in 101 Dalmations? Pongo and Perdita
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An Income Mutual Fund produces monthly income to an investor. True or False? True Would it have a yield? Yes
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When interest is earned on interest and principal. It allows your principal to snowball. Compounding
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4 US Presidents born in Massachusetts? John Adams, JQ Adams, JFK, George HW Bush
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Ticker symbol for Apple AAPL Ticker symbol for Orange No such thing
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Name some advantages of investing in a mutual fund rather than purchasing an individual stock from E- Trade? Professional management, diversification (less risk)
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Massachusetts State Bird chickadee
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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.
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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)
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A declining stock market in which investors are pessimistic. Bear Market
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Are Corporate Bonds paid at maturity? Yes
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What is P.O.P. mean for the price of a mutual fund? Public Offering Price
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Mr. George’s advice: You have one life. Live it.
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Annual Dividend divided by closing price is a formula for what? Yield
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What is the relationship between risk and return? Low risk, low return. High risk, high return.
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