Percentages and Integer Problems
Investment Vocabulary
Investment Types and Comparison
Exponential Growth/Decay story problems
Return on investment problems
100

What is 10% of 40. 


N= .10*40=4


100

Bear Market

A market in which prices are falling, encouraging selling.


100

Bull and bear market

Bear market means the market is falling while bull market means the market is rising.


100

A computer valued at $6500 depreciates at the rate of 14.3% per year

Function to model value: 6500 x 14.3%. Value after 3 years is $4091.


100

You invest $100 for 3 years at 10% interest compounded yearly. How much will you have at the end of the three years?

133.10

200

what is 25% of 150.

N= .25*150= 37.5


200

Bond

A security in which the investor loans money to a company or government, which then pays regular interest to the bondholder and returns the principal on the bond's maturity date.


200

bonds or fixed

Income instruments are higher up on the risk scale, while stocks or equities are regarded as riskier.


200

The world population in 2000 was approximately 6.08 billion. The annual rate of increase was about 1.26%.

Growth factor is 1.0126, Function to model world population: P(x) = 6.08(1.0126)^(x), world population in 200 is 6.891 billion.


200

A man invested $1200 into an account, paying a 4% dividend, with an interest of $57. How much was invested into the account?

$750 was invested at a rate of 6% per year


300

what is 15% of 200? 


 N= .15*200=30

300

What is traditional IRA?

An individual retirement that allows a person to set aside pre-tax income up to a specific amount each year.


300

Index Fund

Mutual fund or ETF must follow pre-set rules to be identified as a candidate to be a suitable choice. 


300

at the same time as lucas mikal he decides to start saving with an initial deposit of $500 as well. His account does not earn any interest but he is consistent about making annual deposits. How much does he need to save?

5000=500/4500=30+n(30)/30n= 500+150(10) 50 +150(20)


300

Tori bought one share of Macy's stock on November 1st, 2016 for $33.38. Four years later she sold it and the closing price that day was $5.09.

5.09-33.38=-28.29/33.38*100=-89.75%


400

What is 13.7% of (5,471x337).

N=.137*(5,471x337)=252590.599


400

Target Date Fund (TDF)

A type of investment fund that rebalances its asset mix over time baked on a projected retirement year.

400

Derivatives

The options contract gives the investor the opportunity to buy or sell an asset at a specific price at a specific time in the future while futures contracts are contracts that commit to a sale being made at a specified time and on a specified date.


400

The population of an endangered bird is decreasing at a rate of 0.75% per year. There are currently about 200,000 of these birds. Write a function that models the bird population. How many birds will there be in 100 yr?

200,000 x (1 - 0.75/100)^100=200,00 x (0.9925)^100 = 81,785. There will be 81,785 birds in 100 years.


400

We invested $7000 into two bank accounts. One account earns 14% per year, the other account earns 9% per year. How much did we invest into each account if after the Örst year, the combined interest from the two accounts is $840?

$4200 at 14% and $2800 at 9%


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