STOCKS
The portions of the company’s profits paid out to shareholders.
What is dividend?
Another term for the interest rate a bond pays
What is a coupon?
The 3 main categories of mutual funds
What is Stock, Bond, and Money Market
Most popular index comprised of 30 Blue Chip stocks
What is the Dow Jones Industrial Average?
Two animals that define the cycles of the stock market
What is the Bull and the Bear?
Type of stock that acts more like a bond and has a maturity date
What is Preferred Stock?
Two kinds of risk associated with bonds
What is credit and interest?
A document given to potential investors that provides the investment policy and other information about the fund
What is a Prospectus?
Index comprised of US companies with over $4 Billion of capitalization.
What is the S&P 500?
The average number of miles a floor broker at the NYSE walks in one day
What is 12?
Dividends and appreciation together form this.
What is Total Return?
Type of bond that is tax-exempt at both the state and federal levels
What is a Municipal bond?
NAV stands for
What is Net Asset Value?
Index comprised of US companies with over $4 Billion of capitalization.
What is the S&P 500?
The time the trading day begins at the NYSE (EST)?
What is 9:30 a.m.?
Three cap sizes found in the stock market.
What is Small, Mid, and Large?
As interest rates increase, bond values….
What is Decrease?
What you may have to pay to get into or out of a mutual fund
What is a load?
Major index for foreign markets excluding the US and Canada
What is the EAFE (Europe, Australia, Far East)?
*DAILY DOUBLE*
Poker term referring to stocks of the largest, most consistently profitable corporations
What is a Blue Chip?
*DAILY DOUBLE*
Three major stock markets that handle the majority of daily trading
What is the NYSE, Nasdaq, and AMEX?
C rated bonds are considered this, and A rated bonds are this…
What is Junk and Investment Grade, respectively?
The difference between a global & international fund
What is a global fund includes US securities and an international fund doesn’t?
Broadest index covering OTC stock & stock sold on exchanges, including the S&P 500
What is the Wilshire 5000?
Common term for the financial markets in general, it got its name from a stockade built by settlers in New York to guard against invasions from the North
What is Wall Street?