Acronyms
ETF
Exchange Traded Fund
Highest Bond Rating
AAA
Price of an individual stock can fall while the index as a whole rises
True or False
True
What document can be defined as a statement of financial position, listing a company’s assets, liabilities, and equity? It can be used to determine financial return and a business’s capital structure.
Balance Sheet
In finance, what term that contains a state of matter refers to the ease with which an asset can be converted to cash?
Liquidity
APY
annual percentage yield
The dollar amount of interest paid to an investor.
Coupon Payment
Share of profits distributed by the company to their shareholders as cash
dividend payments
"The Oracle of Omaha" is a nickname often used to describe what legendary American investor and CEO of Berkshire Hathaway?
In popular finance movie "The Wolf of Wall Street" what is the name of the main character
Jordan Belfort
CPI
consumer price index
Name at least 2 bond rating agencies
Standard & Poor's, Moody's, Fitch Ratings
Calculated by multiplying the number of outstanding shares of stock by the share price of the stock.
Market Capitalization
What is the "trashier" name for a "high yield bond" that is typically issued by companies with low credit ratings?
Junk bonds
In the standard financial reporting metric EBITDA, what does the "A" stand for?
Amortization
Real Estate Investment Trust
Name at least 2 types of Bonds
Corportate, Municiapl(Muni), Government(Treasury)
Name 2 Stock Exchanges
The New York Stock Exchange, Nasdaq, Shanghai Stock Exchange, London Stock Exchange ...
Which mega company’s industrial average shows you how 30 top stocks in the United States are performing and serves as a benchmark that you can compare your investments to?
Dow Jones
ATM. What does the letter T in ATM stand for?
Teller
GAAP
Generally Accepted Accounting Principles
Bonds can sell at these 3 descriptions
par, discount, premium
Name the two highest market cap companies
1. Microsoft
2. Apple
What does Working Capital Mean?
Working capital is the amount you get after deducting current liabilities from current assets. It tells you how much cash is tied up in the business through inventories and receivable and how much cash you need to pay off the business’s short term obligations (in the coming 12 months).
An _____, in which shares of a private company are made available to the public for the first time. What market does this occur in.
IPO, Primary