Stocks
Bonds
Mutual Funds
Indexes
Accounts
100
Buying one stock of Disney gives you this. (hint: it's mine)
What is ownership?
100
This type of bond is offered by the government?
What is treasury, T-bill, or savings bond?
100
The main benefit of a mutual fund?
What is diversification?
100
This index represents 30 large companies.
What is the Dow Jones Industrial Average (DJIA)?
100
This type of account could be held equally by all the class.
What is a joint account?
200
If you have 100 shares, you would now have this many shares after a 3 for 2 stock split.
What is 150 shares?
200
This type of bond is offered by a company like Walmart.
What is a corporate bond?
200
A mutual fund lets you own multiple _____________ with the purchase of just one fund.
What is a stock or bond?
200
This index represents about 500 major companies.
What is the Standard & Poors 500 (S&P 500)?
200
This type of account is owned by only one person and the earnings are tax-deferred until you take it out after retirement.
What is an IRA?
300
If I am 60 years old I should own this percent of stock. (hint: remember stock/bond ratio)
What is 40%?
300
This type of bond is offered by a company like "Bif's Taco Stand?"
What is a Junk Bond?
300
Mutual funds can hold both stocks and __________.
What are bonds?
300
This index represents about 2000 aggressive companies.
What is the NASDAQ?
300
This type of account allows you to take out your money tax free.
What is a Roth IRA?
400
Buying just one stock does not provide this.
What is diversification?
400
This type of bond is offered by a city like Manchester, NH.
What is a municipal bond?
400
This type of fund focuses mainly on buying homes, companies, or land.
What is a real estate fund?
400
When the market goes down 10% it is called this.
What is a correction?
400
If you want a specific person to inherit your account at death, you sign them up as this.
What is your beneficiary?
500
This company is the highest priced stock. (hint: initials are BH)
What is Berkshire Hathaway?
500
A bond usually has a fixed % rate and a fixed ____________________.
What is maturity date or time frame?
500
This type of mutual fund buys stocks in Italy, Norway, Brazil, and Russia.
What is an international mutual fund?
500
A bear market begins when the stock market declines this this percent or more.
What is 20%?
500
This type of account is usually established through an employer.
What is a 401k or 403B?
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