Show:
Retirement
Accounts
Stocks
Calculating Profit or Loss
Investing
Potpourri
100
When you should start saving for retirement
As soon as possible!
100

Fractional ownership of a company.

Stock

100
Melanie bought 5 shares of Apple for $20. How much did she pay in total for the shares?

$100.00

100

Collection of hundreds or thousands of stocks or bonds. Traded whenever the stock market is open.

ETF

100

Limiting exposure to any one type of asset.

Diversification

200

Retirement account where the employer AND employee both contribute.

401k

200

Abbreviation used to identify publicly traded companies on the stock exchange.

Stock Ticker

200

Joey purchased 12 shares of Tesla for $20 a share. He sold them three months later for $15 a share. Did Joey make a profit or loss on his investment?

Loss

200

A fund trying to outperform indexes that typically charges higher fees.

Active Fund

200

Addition of interest to the principal sum of a loan or deposit; or in other words, interest on interest.

Compound Interest

300

An "after-tax" retirement account where contributions are taxed.

Roth

300

Distribution of profits by a corporation to shareholders.

Dividend (yield)

300

You bought 20 shares of stock in Nike for $50 per share. Two months later you sold the 20 shares of stock for $75 per share. What was your profit or loss on Nike stock? 

$500 PROFIT

300

A computer software that invests based on your investing preferences.

Robo-advisor

300

FREE RESPONSE:

Name two factors that impact stock price.

Economy, politics, emotion/sentiment, interest, company earnings

400

A "pre-tax" retirement account where contributions are not taxed until they are withdrawn.

Traditional

400

Tax on the profit made when selling an investment.

Capital Gains

400

Luis bought 100 shares of Amazon stock for $200 per share. Two months later, Amazon stock is worth $150 and Luis sells 10 shares. What was his profit or loss on those shares? 

$500 LOSS

400

Best for investors who want personalized advice or complex financial plans.

Financial Advisor

400

Timely selling of securities at a loss to offset taxes.

Tax Loss Harvesting

500

The contribution limit for an IRA in a single year.

$6,000

500

Theoretical profit on an investment that has not yet been sold.

Unrealized Gain

500

Francesco bought 14 shares of Disney stock for $39 per share. Two years later he sold the shares of stock for $122 per share. What was Francesco's profit or loss on Disney stock? 

$1,162 PROFIT

500

A type of account used to buy and sell stocks, bonds, and funds. 

Brokerage Account

500

Length of time required for an investment to be considered a "long term" capital gain.

1-year or more