Investing Strategies
If I am a momentum investor, I typically trade securities with the hopes of ____- term gains.
Short-term
A stock is ____________.
What is partial ownership of a company through invested shares?
Two financial resources I can use for investment research include _______.
Answers may vary.
This country’s recent crackdown on the tech and education industries, as well as on cryptocurrency, has caused plummets in Asian markets.
China
One ticker is ______ and it represents the ______.
Answers may vary.
2
One index is _________.
ANSWERS MAY VARY: (including) S&P 500, Dow Jones Index, FTSE 100, Nikkei 225, Hang Seng Index
If I am under 18, this is the type of account must I open in order to start investing as a minor (hint: stockbroker).
What is a custodial brokerage account?
Financial services and management firm Fidelity Investments has entered discussions with the Federal Trade Commission (FTC) about the future of this cryptocurrency within ETF regulations.
Bitcoin
5,000 represents this value in the image.
How many shares of Microsoft have been traded (trading volume)?
Value investing is _________.
What is an investment strategy that utilizes the intrinsic value of a company?
Rank these securities from highest to lowest risk. A) Stock; B) Bond; C) Mutual Fund
Riskiest: Stock
Mid Risk: Mutual Fund
Least Risk: Bond
One benefit to investing early (as a minor) is ___________.
What are:
Compounded returns, bigger gains
Tax benefits: first $1,100 of stock market gains are untaxed, with the next $1,100 taxed at a “kiddie tax” rate (usually 10-15%)
Improved financial literacy
The Biden administration has recently released $25 billion dollars in pandemic relief funds to aid the _______ industry. (Answer Choices: A) Airline B) Healthcare C) Financial Services D) Aerospace and Defense
B) Healthcare
What was the lowest value of Apple in the year before this image was taken?
$103.10
Income investing is _______________.
What is building a portfolio of investments that generates a fixed stream of income?
An index is __________.
What is a way of measuring the performance of many securities (stocks, bonds, etc.), typically comprised of the stocks of group of large, household-name companies?
One drawback to investing as a minor is __________.
May negatively affect financial aid packages from colleges/universities
Restricted access to trading
General stock market risk
“Meme stocks” are some of the most widely-traded and volatile securities on the stock market, known for their popularity and for going “viral across” mass media and social media. Name 3.
Answers may vary
You do not want to make a volatile investment, so you look for this ticker.
a) Open
b) Trade volume
c) Beta
d) 52-Week high
What is a low beta?
A dividend is _______.
What is a portion of a company's profits that is distributed to investors in order to attract more investors and ensure the company’s financial well-being?
A mutual fund is a fund pooled from a group of investors and managed by a professional "money managers" to invest. The benefits of investing in mutual funds include _______.
What is:
Diversification
Fund managers and professionals
Passive investing
Diversification is ________ and it is important because _______.
What is investing in many different types of securities?
What is mitigating risk and increase varied gain potential?
An Initial Public Offering (IPO) is when a company "goes public" and is listed on the stock market to be traded by public investors. This company recently went public in early 2021.
a) Discord
b) SpaceX
c) Krispy Kreme
d) College Board
c) Krispy Kreme
According to the image, when are the ideal times to buy and sell this stock? (does not need to be answered in question format)
Sell at 2, buy at 3