Bonds
Term for the interest rate associated with a bond
Coupon Rate
The type of risk associated with holding a single stock in your portfolio.
Stock-specific risk
The tech company that is getting into the "Buy Now Pay Later" game
Apple
exchange traded fund?
Name a personal factor that would make a person's risk tolerance vary
age, income, level of ed,
The term for when a bond will be paid back in full
Maturity Date
Dividing up how much of your capital gets invested in different securities and sectors
Asset Allocation
The West Coast Bank that collapsed in early March. (must give the full name, no abbreviation)
Silicon Valley Bank
The type of mutual fund that mimics benchmark indicators such as the Dow Jones
index fund (or index mutual fund)
The investment method where you invest a fixed sum of money at regular intervals, no matter the market.
dollar cost averaging
The type of bond that is bought at a discount and does not pay interest periodically
Zero-Coupon Bond
The measure of a company's volatility in comparison to the market.
Beta
The Austrailian food company, Vow, said that it recently made a meatball out of this.
extinct woolly mammoth
A type of mutual fund that, for example, might only be invested in the technology companies or consumer goods companies.
sector fund
Name 1 thing that will be included on the prospectus.
clear objective, level of risk, percentage or holdings, financial history
The U.S. Treasury Security whose maturity length can be up to 30 years
T-bond or Treasury Bond
“Losing out on substantial earnings because you did nothing with your money”
Risk of passivity
The country that raised their official retirement age from 62 to 64 within the last month.
France
List 1 characteristic of an ETF
transparency, no minimum purchase amount, track specific index, traded on exchanges throughout day
Name 1 of the 6 investment strategies outlined in the book
start now, max out, learning is earning, be aggressive, keep the money working, keep an eye on the market
The type of security in which consumer home loans are packaged and sold as bonds
Mortgage-Backed Security
Risk that is undiversifiable. Such as inflation rates, unemployment rates, and geopolitical factors
Systematic Risk
The pharmaceutical company that is getting the price for their insulin products by 70%.
Eli Lilly
What does no-load mean when referring to mutual funds
mutual fund shares are sold without a commission or sales charge
The way bond prices react to interest rates. Directly, inversely, or no relation.
Inversely