Investing 101 Terms

Your collection of stocks and bonds.

• Stocks

• Stock Exchange

• Portfolio

• Bonds

• Issuer

A claim on ownership of a company in proportion to the number of shares of stock you own.

• Stocks

• Stock Exchange

• Portfolio

• Bonds

• Issuer

A fixed asset where the owner of the ___ lends money to the issuer. ____ are often used by local governments and cities to pay for large public works. The ____ pays off a specific amount over a set time and does not fluctuate with the market in the same way stocks do.

• Stocks

• Stock Exchange

• Portfolio

• Bonds

Tags

CCSS.RI.11-12.4

CCSS.RI.7.4

CCSS.RI.8.4

CCSS.RI.9-10.4

CCSS.RI.9-10.4

A facility where securities can be bought or sold; such as NASDAQ, or New York Stock Exchange.

• trading platform
• portfolio

• stock exchange
• issuer

Pools of money contributed by investors, which are then invested in the stocks and bonds of a portfolio manager’s choosing. This gives small investors and risk-averse investors access to professional investment management. Investors can buy a “unit” or a share of a mutual fund, which is worth a certain amount based upon the market.

• Mutual Funds

• Diversification

• Index Funds

• Traditional IRA/ Roth IRA

A type of mutual fund that tracks or matches whole portions of a market index.

• Mutual Funds

• Diversification

• Index Funds

• Traditional IRA/ Roth IRA

The practice of ensuring that one’s portfolio is made up of different types of stocks and bonds across a variety of markets.

• Mutual Funds

• Diversification

• Index Funds

• Traditional IRA/ Roth IRA

A retirement account to which you can contribute, pre-tax or after tax that is not paid for by your employer.

• Mutual Funds

• Diversification

• Index Funds

• Traditional IRA/ Roth IRA