Equity Investments
These kind of equity investments are when someone buys small pieces of ownership, often called shares from companies that are publiicly traded on market.
(What are) Stocks/Stock Market Investing
This kind of debt investment are loans you give to a government or specific corporation in exchange for regular interest payments and the return of your principal investment later on
(What are) Bonds
This kind of alternative investment is when someone purchases real property like land or homes intending to generate profit through future resale or rental income
(What is) Real Estate
This is the act of committing money or other resources into an asset with hopes of gaining profit or income over a long or short period of time.
(What is) Investing
This kind of equity investment is when a private equity firm raises capital from investors to purchase a stake or all of a private or public company
(What is) Private Equity
This kind of debt investment is a type of savings account with a fixed interest rate and a fixed maturity date. (A person will deposit a certain number of money into this account with a predetermined time and in return, the bank or the credit union will pay you a higher interest rate compared to a regular savings account )
(What is) Certificate of Deposit/CD
This kind of alternative investment is when you purchase raw materials such as gold or oil either directly or through mutual funds/exchange traded products (ETPs)
One reason as to why people invest is to outpace _____
(What is) Inflation
This kind of equity investment is a type of investment that holds a collection of investments and are traded on stock exchanges just like stocks, and can track an index, commodities, bonds, etc.
(What is) an ETF/Exchange Traded Fund
Treasury bonds are considered one of the _______ investments because the investment is backed up by the government
(What is) Safest
This kind of investment is a financial contract that derives its value from an asset such as a stock; it is almost like a prediction of the future price of the asset.
(What are) Derivatives
This refers to the relationship between the chance of gaining money and the chance of losing money in an investment
(What is) Risk vs. Reward
This kind of equity investment is when money is pooled from several different investors to buy a diversified portfolio of stocks, bonds, and other kinds of assets that are managed by a professional
(What is) A Mutual Fund
you cannot withdraw your money early in a CD without a ___________
(What is) (withdrawal) penalty
This kind of Derivative Investment contains Calls & Puts
(What are) Options
This refers to the total dollar amount of the all the company’s outstanding shares and can be measured by small, mid, and large.
(What is) Market Cap
This kind of equity investment is where firms or funds invest in high growth potential start-ups and emerging companies in exchange for equity stakes (HINT: Shark Tank!)
(What is) Venture Capital
This is the annualized percentage of interest earned on a deposit account, factoring in the effects of compounding interest over one year. It can be calculated in a CD investment
(What is) Annual Percentage Yield (APY)
Investors can participate passively in real estate like stocks through _____
(What are) Real Estate Investment Trusts (REITs)
Mutual funds are usually ________ managed funds
(What is) Actively