Ch. 6 & 7 Review Investing & Retirement

Ch. 6 & 7 Review Investing & Retirement

9th Grade

12 Qs

quiz-placeholder

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Ch. 6 & 7 Review Investing & Retirement

Ch. 6 & 7 Review Investing & Retirement

Assessment

Quiz

English

9th Grade

Easy

CCSS
L.9-10.4, 7.RP.A.3, RI. 9-10.2

+5

Standards-aligned

Created by

Dodson Manuel

Used 37+ times

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12 questions

Show all answers

1.

MATCH QUESTION

1 min • 1 pt

Match the following

outlines how to develop investment growth

Investment Portfolio

spreading risk by putting money in different types of investments

Risk

collection of the investments a person has made

Diversification

Purchasing a financial product or valuable item with the goal of increasing wealth over time in loss

Personal Investment Plan

measure of the likelihood that something will be lost.

Investing

Tags

CCSS.L.9-10.4

2.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

Which of the following is not a factor of an investment portfolio?

Level of Risk

Degree of Volatility

Liquidity

Inflation

Rate of Return

Tags

CCSS.7.RP.A.3

3.

MATCH QUESTION

1 min • 1 pt

Match the following

an increase in the value of an investment (growth)

Liquidity

the amount of money earned on the investment, usually expressed as an annual percentage

Yield

the overall rise in prices that reduces the value of money and the return on investments

Appreciation

quick and unexpected changes in value or price

Volatility

ease with which an investment can be converted to cash without losing value

Inflation

Tags

CCSS.L.9-10.4

CCSS.RI.9-10.4

4.

MATCH QUESTION

1 min • 1 pt

Match the following

a loss of money that occurs when the selling price of an investment is less than the purchase price

Securities

a share in the ownership of a corporation

Capital Loss

a portion of a company’s earnings that is paid to stockholders

Capital Gain

financial assets issued by corporations, governments, and other organizations

Dividend

income that results from selling an asset for more than the purchase price

Stock

5.

MATCH QUESTION

1 min • 1 pt

Match the following

a stockholder’s written authorization to have someone else cast a vote on his or her behalf

Market Value

of an investment is the price at which it can be bought or sold at a given point in time

Proxy

exists when investors purchase securities from other investors rather than from the issuing company

Primary Market

exists when a company first sells stock to the public. (IPO)

Stock Broker

is an agent who usually charges a commission to execute stock trades for clients

Secondary Market

Tags

CCSS.L.9-10.4

6.

MATCH QUESTION

1 min • 1 pt

Match the following

are short-term debts with maturities ranging from a few days to 52 weeks

EE Bond

a certificate of debt issued by a corporation or government

Bond

investment created by pooling money of many people and investing it in a security.

Treasury Bills

represents how much wealth you have, measured by assets like a house, cars, 401(k), minus debts.

Mutual Fund

earns a fixed rate of interest for up to 30 years

Net Worth

Tags

CCSS.L.9-10.4

7.

MATCH QUESTION

1 min • 1 pt

Match the following

an extended period of falling stock prices

Retirement

facilitates the purchase and sale of financial securities

Vesting

process of determining when money has been set aside in a retirement plan belongs to an employee

Bear

the period of life after ending a working or professional career

Bull

an extended period of rising stock prices

Brokerage Firm

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