Investing - Weeblyungerecon.weebly.com › ... › review_investing_unit.pdf · a stock or a mutual...
Transcript of Investing - Weeblyungerecon.weebly.com › ... › review_investing_unit.pdf · a stock or a mutual...
![Page 1: Investing - Weeblyungerecon.weebly.com › ... › review_investing_unit.pdf · a stock or a mutual fund? ... Give 2 advantages of a 401(k) ... Instead of investing in one asset,](https://reader035.fdocuments.net/reader035/viewer/2022081407/5f27e993e6194175c049093a/html5/thumbnails/1.jpg)
Investing
Name the government agency whose job it is
to monitor the stock market
SEC or Securities Exchange Commission
Name an
advantagesof a
mutual fund
Diversification
Which would typically be a riskier investment
a stock or a mutual fund
Stock
If I had an account earning 5 how long
would it take for my money to double
144 years
If I wanted my money to double in 9 years
what interest rate would I need to earn
Buying the same amount of an asset at
regular intervals (like once a month for
example) in order to minimize risk is the
definition of what term
Dollar cost averaging
If I buy a ______________ I am loaning a
company or government money
Bond
Why would anyone choose risky investments
They offer the greatest potential return
Buying lots of different assets to minimize
risk is the definition of what
Diversification
Give 2 advantages of a 401(k)
Helps you save for retirement
Company match
Tax savings
What does it mean if my stock is
appreciating
Price is increasing
What type of price movements do we expect
from a large cap stock
Small movements stable price
What are the two largest stock exchanges in
the US
NASDAQ and NYSE
How can I invest in a privately owned
company
I typically cannot they donrsquot issue stock
How is market cap calculated
Price X number of shares
How can I identify a mutual fund by itrsquos
ticker
Ends in X
5 letters long
If I wanted to learn more about a particular
mutual fund I would need to obtain what
piece of reading material
Prospectus
How can you tell the difference between
stocks traded on the NYSE and the NASDAQ
NYSE stock symbols have
1 2 or 3 letters
NASDAQ has 4
If a stock opens at 590 per share and closes
at 500 per share what is the percentage
change in price
(500-590)590100=-1525
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
150
Explain how a mutual fund can minimize risk
Instead of investing in one asset yoursquore
investing in several at once
Explain how using the market cap
information can minimize risk
Purchase stocks of different cap sizes
Explain how dollar cost averaging can
minimize risk
Buying a little at a time can prevent you
from buying at the wrong time
![Page 2: Investing - Weeblyungerecon.weebly.com › ... › review_investing_unit.pdf · a stock or a mutual fund? ... Give 2 advantages of a 401(k) ... Instead of investing in one asset,](https://reader035.fdocuments.net/reader035/viewer/2022081407/5f27e993e6194175c049093a/html5/thumbnails/2.jpg)
Name the government agency whose job it is
to monitor the stock market
SEC or Securities Exchange Commission
Name an
advantagesof a
mutual fund
Diversification
Which would typically be a riskier investment
a stock or a mutual fund
Stock
If I had an account earning 5 how long
would it take for my money to double
144 years
If I wanted my money to double in 9 years
what interest rate would I need to earn
Buying the same amount of an asset at
regular intervals (like once a month for
example) in order to minimize risk is the
definition of what term
Dollar cost averaging
If I buy a ______________ I am loaning a
company or government money
Bond
Why would anyone choose risky investments
They offer the greatest potential return
Buying lots of different assets to minimize
risk is the definition of what
Diversification
Give 2 advantages of a 401(k)
Helps you save for retirement
Company match
Tax savings
What does it mean if my stock is
appreciating
Price is increasing
What type of price movements do we expect
from a large cap stock
Small movements stable price
What are the two largest stock exchanges in
the US
NASDAQ and NYSE
How can I invest in a privately owned
company
I typically cannot they donrsquot issue stock
How is market cap calculated
Price X number of shares
How can I identify a mutual fund by itrsquos
ticker
Ends in X
5 letters long
If I wanted to learn more about a particular
mutual fund I would need to obtain what
piece of reading material
Prospectus
How can you tell the difference between
stocks traded on the NYSE and the NASDAQ
NYSE stock symbols have
1 2 or 3 letters
NASDAQ has 4
If a stock opens at 590 per share and closes
at 500 per share what is the percentage
change in price
(500-590)590100=-1525
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
150
Explain how a mutual fund can minimize risk
Instead of investing in one asset yoursquore
investing in several at once
Explain how using the market cap
information can minimize risk
Purchase stocks of different cap sizes
Explain how dollar cost averaging can
minimize risk
Buying a little at a time can prevent you
from buying at the wrong time
![Page 3: Investing - Weeblyungerecon.weebly.com › ... › review_investing_unit.pdf · a stock or a mutual fund? ... Give 2 advantages of a 401(k) ... Instead of investing in one asset,](https://reader035.fdocuments.net/reader035/viewer/2022081407/5f27e993e6194175c049093a/html5/thumbnails/3.jpg)
SEC or Securities Exchange Commission
Name an
advantagesof a
mutual fund
Diversification
Which would typically be a riskier investment
a stock or a mutual fund
Stock
If I had an account earning 5 how long
would it take for my money to double
144 years
If I wanted my money to double in 9 years
what interest rate would I need to earn
Buying the same amount of an asset at
regular intervals (like once a month for
example) in order to minimize risk is the
definition of what term
Dollar cost averaging
If I buy a ______________ I am loaning a
company or government money
Bond
Why would anyone choose risky investments
They offer the greatest potential return
Buying lots of different assets to minimize
risk is the definition of what
Diversification
Give 2 advantages of a 401(k)
Helps you save for retirement
Company match
Tax savings
What does it mean if my stock is
appreciating
Price is increasing
What type of price movements do we expect
from a large cap stock
Small movements stable price
What are the two largest stock exchanges in
the US
NASDAQ and NYSE
How can I invest in a privately owned
company
I typically cannot they donrsquot issue stock
How is market cap calculated
Price X number of shares
How can I identify a mutual fund by itrsquos
ticker
Ends in X
5 letters long
If I wanted to learn more about a particular
mutual fund I would need to obtain what
piece of reading material
Prospectus
How can you tell the difference between
stocks traded on the NYSE and the NASDAQ
NYSE stock symbols have
1 2 or 3 letters
NASDAQ has 4
If a stock opens at 590 per share and closes
at 500 per share what is the percentage
change in price
(500-590)590100=-1525
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
150
Explain how a mutual fund can minimize risk
Instead of investing in one asset yoursquore
investing in several at once
Explain how using the market cap
information can minimize risk
Purchase stocks of different cap sizes
Explain how dollar cost averaging can
minimize risk
Buying a little at a time can prevent you
from buying at the wrong time
![Page 4: Investing - Weeblyungerecon.weebly.com › ... › review_investing_unit.pdf · a stock or a mutual fund? ... Give 2 advantages of a 401(k) ... Instead of investing in one asset,](https://reader035.fdocuments.net/reader035/viewer/2022081407/5f27e993e6194175c049093a/html5/thumbnails/4.jpg)
Name an
advantagesof a
mutual fund
Diversification
Which would typically be a riskier investment
a stock or a mutual fund
Stock
If I had an account earning 5 how long
would it take for my money to double
144 years
If I wanted my money to double in 9 years
what interest rate would I need to earn
Buying the same amount of an asset at
regular intervals (like once a month for
example) in order to minimize risk is the
definition of what term
Dollar cost averaging
If I buy a ______________ I am loaning a
company or government money
Bond
Why would anyone choose risky investments
They offer the greatest potential return
Buying lots of different assets to minimize
risk is the definition of what
Diversification
Give 2 advantages of a 401(k)
Helps you save for retirement
Company match
Tax savings
What does it mean if my stock is
appreciating
Price is increasing
What type of price movements do we expect
from a large cap stock
Small movements stable price
What are the two largest stock exchanges in
the US
NASDAQ and NYSE
How can I invest in a privately owned
company
I typically cannot they donrsquot issue stock
How is market cap calculated
Price X number of shares
How can I identify a mutual fund by itrsquos
ticker
Ends in X
5 letters long
If I wanted to learn more about a particular
mutual fund I would need to obtain what
piece of reading material
Prospectus
How can you tell the difference between
stocks traded on the NYSE and the NASDAQ
NYSE stock symbols have
1 2 or 3 letters
NASDAQ has 4
If a stock opens at 590 per share and closes
at 500 per share what is the percentage
change in price
(500-590)590100=-1525
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
150
Explain how a mutual fund can minimize risk
Instead of investing in one asset yoursquore
investing in several at once
Explain how using the market cap
information can minimize risk
Purchase stocks of different cap sizes
Explain how dollar cost averaging can
minimize risk
Buying a little at a time can prevent you
from buying at the wrong time
![Page 5: Investing - Weeblyungerecon.weebly.com › ... › review_investing_unit.pdf · a stock or a mutual fund? ... Give 2 advantages of a 401(k) ... Instead of investing in one asset,](https://reader035.fdocuments.net/reader035/viewer/2022081407/5f27e993e6194175c049093a/html5/thumbnails/5.jpg)
Diversification
Which would typically be a riskier investment
a stock or a mutual fund
Stock
If I had an account earning 5 how long
would it take for my money to double
144 years
If I wanted my money to double in 9 years
what interest rate would I need to earn
Buying the same amount of an asset at
regular intervals (like once a month for
example) in order to minimize risk is the
definition of what term
Dollar cost averaging
If I buy a ______________ I am loaning a
company or government money
Bond
Why would anyone choose risky investments
They offer the greatest potential return
Buying lots of different assets to minimize
risk is the definition of what
Diversification
Give 2 advantages of a 401(k)
Helps you save for retirement
Company match
Tax savings
What does it mean if my stock is
appreciating
Price is increasing
What type of price movements do we expect
from a large cap stock
Small movements stable price
What are the two largest stock exchanges in
the US
NASDAQ and NYSE
How can I invest in a privately owned
company
I typically cannot they donrsquot issue stock
How is market cap calculated
Price X number of shares
How can I identify a mutual fund by itrsquos
ticker
Ends in X
5 letters long
If I wanted to learn more about a particular
mutual fund I would need to obtain what
piece of reading material
Prospectus
How can you tell the difference between
stocks traded on the NYSE and the NASDAQ
NYSE stock symbols have
1 2 or 3 letters
NASDAQ has 4
If a stock opens at 590 per share and closes
at 500 per share what is the percentage
change in price
(500-590)590100=-1525
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
150
Explain how a mutual fund can minimize risk
Instead of investing in one asset yoursquore
investing in several at once
Explain how using the market cap
information can minimize risk
Purchase stocks of different cap sizes
Explain how dollar cost averaging can
minimize risk
Buying a little at a time can prevent you
from buying at the wrong time
![Page 6: Investing - Weeblyungerecon.weebly.com › ... › review_investing_unit.pdf · a stock or a mutual fund? ... Give 2 advantages of a 401(k) ... Instead of investing in one asset,](https://reader035.fdocuments.net/reader035/viewer/2022081407/5f27e993e6194175c049093a/html5/thumbnails/6.jpg)
Which would typically be a riskier investment
a stock or a mutual fund
Stock
If I had an account earning 5 how long
would it take for my money to double
144 years
If I wanted my money to double in 9 years
what interest rate would I need to earn
Buying the same amount of an asset at
regular intervals (like once a month for
example) in order to minimize risk is the
definition of what term
Dollar cost averaging
If I buy a ______________ I am loaning a
company or government money
Bond
Why would anyone choose risky investments
They offer the greatest potential return
Buying lots of different assets to minimize
risk is the definition of what
Diversification
Give 2 advantages of a 401(k)
Helps you save for retirement
Company match
Tax savings
What does it mean if my stock is
appreciating
Price is increasing
What type of price movements do we expect
from a large cap stock
Small movements stable price
What are the two largest stock exchanges in
the US
NASDAQ and NYSE
How can I invest in a privately owned
company
I typically cannot they donrsquot issue stock
How is market cap calculated
Price X number of shares
How can I identify a mutual fund by itrsquos
ticker
Ends in X
5 letters long
If I wanted to learn more about a particular
mutual fund I would need to obtain what
piece of reading material
Prospectus
How can you tell the difference between
stocks traded on the NYSE and the NASDAQ
NYSE stock symbols have
1 2 or 3 letters
NASDAQ has 4
If a stock opens at 590 per share and closes
at 500 per share what is the percentage
change in price
(500-590)590100=-1525
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
150
Explain how a mutual fund can minimize risk
Instead of investing in one asset yoursquore
investing in several at once
Explain how using the market cap
information can minimize risk
Purchase stocks of different cap sizes
Explain how dollar cost averaging can
minimize risk
Buying a little at a time can prevent you
from buying at the wrong time
![Page 7: Investing - Weeblyungerecon.weebly.com › ... › review_investing_unit.pdf · a stock or a mutual fund? ... Give 2 advantages of a 401(k) ... Instead of investing in one asset,](https://reader035.fdocuments.net/reader035/viewer/2022081407/5f27e993e6194175c049093a/html5/thumbnails/7.jpg)
Stock
If I had an account earning 5 how long
would it take for my money to double
144 years
If I wanted my money to double in 9 years
what interest rate would I need to earn
Buying the same amount of an asset at
regular intervals (like once a month for
example) in order to minimize risk is the
definition of what term
Dollar cost averaging
If I buy a ______________ I am loaning a
company or government money
Bond
Why would anyone choose risky investments
They offer the greatest potential return
Buying lots of different assets to minimize
risk is the definition of what
Diversification
Give 2 advantages of a 401(k)
Helps you save for retirement
Company match
Tax savings
What does it mean if my stock is
appreciating
Price is increasing
What type of price movements do we expect
from a large cap stock
Small movements stable price
What are the two largest stock exchanges in
the US
NASDAQ and NYSE
How can I invest in a privately owned
company
I typically cannot they donrsquot issue stock
How is market cap calculated
Price X number of shares
How can I identify a mutual fund by itrsquos
ticker
Ends in X
5 letters long
If I wanted to learn more about a particular
mutual fund I would need to obtain what
piece of reading material
Prospectus
How can you tell the difference between
stocks traded on the NYSE and the NASDAQ
NYSE stock symbols have
1 2 or 3 letters
NASDAQ has 4
If a stock opens at 590 per share and closes
at 500 per share what is the percentage
change in price
(500-590)590100=-1525
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
150
Explain how a mutual fund can minimize risk
Instead of investing in one asset yoursquore
investing in several at once
Explain how using the market cap
information can minimize risk
Purchase stocks of different cap sizes
Explain how dollar cost averaging can
minimize risk
Buying a little at a time can prevent you
from buying at the wrong time
![Page 8: Investing - Weeblyungerecon.weebly.com › ... › review_investing_unit.pdf · a stock or a mutual fund? ... Give 2 advantages of a 401(k) ... Instead of investing in one asset,](https://reader035.fdocuments.net/reader035/viewer/2022081407/5f27e993e6194175c049093a/html5/thumbnails/8.jpg)
If I had an account earning 5 how long
would it take for my money to double
144 years
If I wanted my money to double in 9 years
what interest rate would I need to earn
Buying the same amount of an asset at
regular intervals (like once a month for
example) in order to minimize risk is the
definition of what term
Dollar cost averaging
If I buy a ______________ I am loaning a
company or government money
Bond
Why would anyone choose risky investments
They offer the greatest potential return
Buying lots of different assets to minimize
risk is the definition of what
Diversification
Give 2 advantages of a 401(k)
Helps you save for retirement
Company match
Tax savings
What does it mean if my stock is
appreciating
Price is increasing
What type of price movements do we expect
from a large cap stock
Small movements stable price
What are the two largest stock exchanges in
the US
NASDAQ and NYSE
How can I invest in a privately owned
company
I typically cannot they donrsquot issue stock
How is market cap calculated
Price X number of shares
How can I identify a mutual fund by itrsquos
ticker
Ends in X
5 letters long
If I wanted to learn more about a particular
mutual fund I would need to obtain what
piece of reading material
Prospectus
How can you tell the difference between
stocks traded on the NYSE and the NASDAQ
NYSE stock symbols have
1 2 or 3 letters
NASDAQ has 4
If a stock opens at 590 per share and closes
at 500 per share what is the percentage
change in price
(500-590)590100=-1525
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
150
Explain how a mutual fund can minimize risk
Instead of investing in one asset yoursquore
investing in several at once
Explain how using the market cap
information can minimize risk
Purchase stocks of different cap sizes
Explain how dollar cost averaging can
minimize risk
Buying a little at a time can prevent you
from buying at the wrong time
![Page 9: Investing - Weeblyungerecon.weebly.com › ... › review_investing_unit.pdf · a stock or a mutual fund? ... Give 2 advantages of a 401(k) ... Instead of investing in one asset,](https://reader035.fdocuments.net/reader035/viewer/2022081407/5f27e993e6194175c049093a/html5/thumbnails/9.jpg)
144 years
If I wanted my money to double in 9 years
what interest rate would I need to earn
Buying the same amount of an asset at
regular intervals (like once a month for
example) in order to minimize risk is the
definition of what term
Dollar cost averaging
If I buy a ______________ I am loaning a
company or government money
Bond
Why would anyone choose risky investments
They offer the greatest potential return
Buying lots of different assets to minimize
risk is the definition of what
Diversification
Give 2 advantages of a 401(k)
Helps you save for retirement
Company match
Tax savings
What does it mean if my stock is
appreciating
Price is increasing
What type of price movements do we expect
from a large cap stock
Small movements stable price
What are the two largest stock exchanges in
the US
NASDAQ and NYSE
How can I invest in a privately owned
company
I typically cannot they donrsquot issue stock
How is market cap calculated
Price X number of shares
How can I identify a mutual fund by itrsquos
ticker
Ends in X
5 letters long
If I wanted to learn more about a particular
mutual fund I would need to obtain what
piece of reading material
Prospectus
How can you tell the difference between
stocks traded on the NYSE and the NASDAQ
NYSE stock symbols have
1 2 or 3 letters
NASDAQ has 4
If a stock opens at 590 per share and closes
at 500 per share what is the percentage
change in price
(500-590)590100=-1525
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
150
Explain how a mutual fund can minimize risk
Instead of investing in one asset yoursquore
investing in several at once
Explain how using the market cap
information can minimize risk
Purchase stocks of different cap sizes
Explain how dollar cost averaging can
minimize risk
Buying a little at a time can prevent you
from buying at the wrong time
![Page 10: Investing - Weeblyungerecon.weebly.com › ... › review_investing_unit.pdf · a stock or a mutual fund? ... Give 2 advantages of a 401(k) ... Instead of investing in one asset,](https://reader035.fdocuments.net/reader035/viewer/2022081407/5f27e993e6194175c049093a/html5/thumbnails/10.jpg)
If I wanted my money to double in 9 years
what interest rate would I need to earn
Buying the same amount of an asset at
regular intervals (like once a month for
example) in order to minimize risk is the
definition of what term
Dollar cost averaging
If I buy a ______________ I am loaning a
company or government money
Bond
Why would anyone choose risky investments
They offer the greatest potential return
Buying lots of different assets to minimize
risk is the definition of what
Diversification
Give 2 advantages of a 401(k)
Helps you save for retirement
Company match
Tax savings
What does it mean if my stock is
appreciating
Price is increasing
What type of price movements do we expect
from a large cap stock
Small movements stable price
What are the two largest stock exchanges in
the US
NASDAQ and NYSE
How can I invest in a privately owned
company
I typically cannot they donrsquot issue stock
How is market cap calculated
Price X number of shares
How can I identify a mutual fund by itrsquos
ticker
Ends in X
5 letters long
If I wanted to learn more about a particular
mutual fund I would need to obtain what
piece of reading material
Prospectus
How can you tell the difference between
stocks traded on the NYSE and the NASDAQ
NYSE stock symbols have
1 2 or 3 letters
NASDAQ has 4
If a stock opens at 590 per share and closes
at 500 per share what is the percentage
change in price
(500-590)590100=-1525
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
150
Explain how a mutual fund can minimize risk
Instead of investing in one asset yoursquore
investing in several at once
Explain how using the market cap
information can minimize risk
Purchase stocks of different cap sizes
Explain how dollar cost averaging can
minimize risk
Buying a little at a time can prevent you
from buying at the wrong time
![Page 11: Investing - Weeblyungerecon.weebly.com › ... › review_investing_unit.pdf · a stock or a mutual fund? ... Give 2 advantages of a 401(k) ... Instead of investing in one asset,](https://reader035.fdocuments.net/reader035/viewer/2022081407/5f27e993e6194175c049093a/html5/thumbnails/11.jpg)
Buying the same amount of an asset at
regular intervals (like once a month for
example) in order to minimize risk is the
definition of what term
Dollar cost averaging
If I buy a ______________ I am loaning a
company or government money
Bond
Why would anyone choose risky investments
They offer the greatest potential return
Buying lots of different assets to minimize
risk is the definition of what
Diversification
Give 2 advantages of a 401(k)
Helps you save for retirement
Company match
Tax savings
What does it mean if my stock is
appreciating
Price is increasing
What type of price movements do we expect
from a large cap stock
Small movements stable price
What are the two largest stock exchanges in
the US
NASDAQ and NYSE
How can I invest in a privately owned
company
I typically cannot they donrsquot issue stock
How is market cap calculated
Price X number of shares
How can I identify a mutual fund by itrsquos
ticker
Ends in X
5 letters long
If I wanted to learn more about a particular
mutual fund I would need to obtain what
piece of reading material
Prospectus
How can you tell the difference between
stocks traded on the NYSE and the NASDAQ
NYSE stock symbols have
1 2 or 3 letters
NASDAQ has 4
If a stock opens at 590 per share and closes
at 500 per share what is the percentage
change in price
(500-590)590100=-1525
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
150
Explain how a mutual fund can minimize risk
Instead of investing in one asset yoursquore
investing in several at once
Explain how using the market cap
information can minimize risk
Purchase stocks of different cap sizes
Explain how dollar cost averaging can
minimize risk
Buying a little at a time can prevent you
from buying at the wrong time
![Page 12: Investing - Weeblyungerecon.weebly.com › ... › review_investing_unit.pdf · a stock or a mutual fund? ... Give 2 advantages of a 401(k) ... Instead of investing in one asset,](https://reader035.fdocuments.net/reader035/viewer/2022081407/5f27e993e6194175c049093a/html5/thumbnails/12.jpg)
Dollar cost averaging
If I buy a ______________ I am loaning a
company or government money
Bond
Why would anyone choose risky investments
They offer the greatest potential return
Buying lots of different assets to minimize
risk is the definition of what
Diversification
Give 2 advantages of a 401(k)
Helps you save for retirement
Company match
Tax savings
What does it mean if my stock is
appreciating
Price is increasing
What type of price movements do we expect
from a large cap stock
Small movements stable price
What are the two largest stock exchanges in
the US
NASDAQ and NYSE
How can I invest in a privately owned
company
I typically cannot they donrsquot issue stock
How is market cap calculated
Price X number of shares
How can I identify a mutual fund by itrsquos
ticker
Ends in X
5 letters long
If I wanted to learn more about a particular
mutual fund I would need to obtain what
piece of reading material
Prospectus
How can you tell the difference between
stocks traded on the NYSE and the NASDAQ
NYSE stock symbols have
1 2 or 3 letters
NASDAQ has 4
If a stock opens at 590 per share and closes
at 500 per share what is the percentage
change in price
(500-590)590100=-1525
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
150
Explain how a mutual fund can minimize risk
Instead of investing in one asset yoursquore
investing in several at once
Explain how using the market cap
information can minimize risk
Purchase stocks of different cap sizes
Explain how dollar cost averaging can
minimize risk
Buying a little at a time can prevent you
from buying at the wrong time
![Page 13: Investing - Weeblyungerecon.weebly.com › ... › review_investing_unit.pdf · a stock or a mutual fund? ... Give 2 advantages of a 401(k) ... Instead of investing in one asset,](https://reader035.fdocuments.net/reader035/viewer/2022081407/5f27e993e6194175c049093a/html5/thumbnails/13.jpg)
If I buy a ______________ I am loaning a
company or government money
Bond
Why would anyone choose risky investments
They offer the greatest potential return
Buying lots of different assets to minimize
risk is the definition of what
Diversification
Give 2 advantages of a 401(k)
Helps you save for retirement
Company match
Tax savings
What does it mean if my stock is
appreciating
Price is increasing
What type of price movements do we expect
from a large cap stock
Small movements stable price
What are the two largest stock exchanges in
the US
NASDAQ and NYSE
How can I invest in a privately owned
company
I typically cannot they donrsquot issue stock
How is market cap calculated
Price X number of shares
How can I identify a mutual fund by itrsquos
ticker
Ends in X
5 letters long
If I wanted to learn more about a particular
mutual fund I would need to obtain what
piece of reading material
Prospectus
How can you tell the difference between
stocks traded on the NYSE and the NASDAQ
NYSE stock symbols have
1 2 or 3 letters
NASDAQ has 4
If a stock opens at 590 per share and closes
at 500 per share what is the percentage
change in price
(500-590)590100=-1525
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
150
Explain how a mutual fund can minimize risk
Instead of investing in one asset yoursquore
investing in several at once
Explain how using the market cap
information can minimize risk
Purchase stocks of different cap sizes
Explain how dollar cost averaging can
minimize risk
Buying a little at a time can prevent you
from buying at the wrong time
![Page 14: Investing - Weeblyungerecon.weebly.com › ... › review_investing_unit.pdf · a stock or a mutual fund? ... Give 2 advantages of a 401(k) ... Instead of investing in one asset,](https://reader035.fdocuments.net/reader035/viewer/2022081407/5f27e993e6194175c049093a/html5/thumbnails/14.jpg)
Bond
Why would anyone choose risky investments
They offer the greatest potential return
Buying lots of different assets to minimize
risk is the definition of what
Diversification
Give 2 advantages of a 401(k)
Helps you save for retirement
Company match
Tax savings
What does it mean if my stock is
appreciating
Price is increasing
What type of price movements do we expect
from a large cap stock
Small movements stable price
What are the two largest stock exchanges in
the US
NASDAQ and NYSE
How can I invest in a privately owned
company
I typically cannot they donrsquot issue stock
How is market cap calculated
Price X number of shares
How can I identify a mutual fund by itrsquos
ticker
Ends in X
5 letters long
If I wanted to learn more about a particular
mutual fund I would need to obtain what
piece of reading material
Prospectus
How can you tell the difference between
stocks traded on the NYSE and the NASDAQ
NYSE stock symbols have
1 2 or 3 letters
NASDAQ has 4
If a stock opens at 590 per share and closes
at 500 per share what is the percentage
change in price
(500-590)590100=-1525
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
150
Explain how a mutual fund can minimize risk
Instead of investing in one asset yoursquore
investing in several at once
Explain how using the market cap
information can minimize risk
Purchase stocks of different cap sizes
Explain how dollar cost averaging can
minimize risk
Buying a little at a time can prevent you
from buying at the wrong time
![Page 15: Investing - Weeblyungerecon.weebly.com › ... › review_investing_unit.pdf · a stock or a mutual fund? ... Give 2 advantages of a 401(k) ... Instead of investing in one asset,](https://reader035.fdocuments.net/reader035/viewer/2022081407/5f27e993e6194175c049093a/html5/thumbnails/15.jpg)
Why would anyone choose risky investments
They offer the greatest potential return
Buying lots of different assets to minimize
risk is the definition of what
Diversification
Give 2 advantages of a 401(k)
Helps you save for retirement
Company match
Tax savings
What does it mean if my stock is
appreciating
Price is increasing
What type of price movements do we expect
from a large cap stock
Small movements stable price
What are the two largest stock exchanges in
the US
NASDAQ and NYSE
How can I invest in a privately owned
company
I typically cannot they donrsquot issue stock
How is market cap calculated
Price X number of shares
How can I identify a mutual fund by itrsquos
ticker
Ends in X
5 letters long
If I wanted to learn more about a particular
mutual fund I would need to obtain what
piece of reading material
Prospectus
How can you tell the difference between
stocks traded on the NYSE and the NASDAQ
NYSE stock symbols have
1 2 or 3 letters
NASDAQ has 4
If a stock opens at 590 per share and closes
at 500 per share what is the percentage
change in price
(500-590)590100=-1525
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
150
Explain how a mutual fund can minimize risk
Instead of investing in one asset yoursquore
investing in several at once
Explain how using the market cap
information can minimize risk
Purchase stocks of different cap sizes
Explain how dollar cost averaging can
minimize risk
Buying a little at a time can prevent you
from buying at the wrong time
![Page 16: Investing - Weeblyungerecon.weebly.com › ... › review_investing_unit.pdf · a stock or a mutual fund? ... Give 2 advantages of a 401(k) ... Instead of investing in one asset,](https://reader035.fdocuments.net/reader035/viewer/2022081407/5f27e993e6194175c049093a/html5/thumbnails/16.jpg)
They offer the greatest potential return
Buying lots of different assets to minimize
risk is the definition of what
Diversification
Give 2 advantages of a 401(k)
Helps you save for retirement
Company match
Tax savings
What does it mean if my stock is
appreciating
Price is increasing
What type of price movements do we expect
from a large cap stock
Small movements stable price
What are the two largest stock exchanges in
the US
NASDAQ and NYSE
How can I invest in a privately owned
company
I typically cannot they donrsquot issue stock
How is market cap calculated
Price X number of shares
How can I identify a mutual fund by itrsquos
ticker
Ends in X
5 letters long
If I wanted to learn more about a particular
mutual fund I would need to obtain what
piece of reading material
Prospectus
How can you tell the difference between
stocks traded on the NYSE and the NASDAQ
NYSE stock symbols have
1 2 or 3 letters
NASDAQ has 4
If a stock opens at 590 per share and closes
at 500 per share what is the percentage
change in price
(500-590)590100=-1525
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
150
Explain how a mutual fund can minimize risk
Instead of investing in one asset yoursquore
investing in several at once
Explain how using the market cap
information can minimize risk
Purchase stocks of different cap sizes
Explain how dollar cost averaging can
minimize risk
Buying a little at a time can prevent you
from buying at the wrong time
![Page 17: Investing - Weeblyungerecon.weebly.com › ... › review_investing_unit.pdf · a stock or a mutual fund? ... Give 2 advantages of a 401(k) ... Instead of investing in one asset,](https://reader035.fdocuments.net/reader035/viewer/2022081407/5f27e993e6194175c049093a/html5/thumbnails/17.jpg)
Buying lots of different assets to minimize
risk is the definition of what
Diversification
Give 2 advantages of a 401(k)
Helps you save for retirement
Company match
Tax savings
What does it mean if my stock is
appreciating
Price is increasing
What type of price movements do we expect
from a large cap stock
Small movements stable price
What are the two largest stock exchanges in
the US
NASDAQ and NYSE
How can I invest in a privately owned
company
I typically cannot they donrsquot issue stock
How is market cap calculated
Price X number of shares
How can I identify a mutual fund by itrsquos
ticker
Ends in X
5 letters long
If I wanted to learn more about a particular
mutual fund I would need to obtain what
piece of reading material
Prospectus
How can you tell the difference between
stocks traded on the NYSE and the NASDAQ
NYSE stock symbols have
1 2 or 3 letters
NASDAQ has 4
If a stock opens at 590 per share and closes
at 500 per share what is the percentage
change in price
(500-590)590100=-1525
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
150
Explain how a mutual fund can minimize risk
Instead of investing in one asset yoursquore
investing in several at once
Explain how using the market cap
information can minimize risk
Purchase stocks of different cap sizes
Explain how dollar cost averaging can
minimize risk
Buying a little at a time can prevent you
from buying at the wrong time
![Page 18: Investing - Weeblyungerecon.weebly.com › ... › review_investing_unit.pdf · a stock or a mutual fund? ... Give 2 advantages of a 401(k) ... Instead of investing in one asset,](https://reader035.fdocuments.net/reader035/viewer/2022081407/5f27e993e6194175c049093a/html5/thumbnails/18.jpg)
Diversification
Give 2 advantages of a 401(k)
Helps you save for retirement
Company match
Tax savings
What does it mean if my stock is
appreciating
Price is increasing
What type of price movements do we expect
from a large cap stock
Small movements stable price
What are the two largest stock exchanges in
the US
NASDAQ and NYSE
How can I invest in a privately owned
company
I typically cannot they donrsquot issue stock
How is market cap calculated
Price X number of shares
How can I identify a mutual fund by itrsquos
ticker
Ends in X
5 letters long
If I wanted to learn more about a particular
mutual fund I would need to obtain what
piece of reading material
Prospectus
How can you tell the difference between
stocks traded on the NYSE and the NASDAQ
NYSE stock symbols have
1 2 or 3 letters
NASDAQ has 4
If a stock opens at 590 per share and closes
at 500 per share what is the percentage
change in price
(500-590)590100=-1525
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
150
Explain how a mutual fund can minimize risk
Instead of investing in one asset yoursquore
investing in several at once
Explain how using the market cap
information can minimize risk
Purchase stocks of different cap sizes
Explain how dollar cost averaging can
minimize risk
Buying a little at a time can prevent you
from buying at the wrong time
![Page 19: Investing - Weeblyungerecon.weebly.com › ... › review_investing_unit.pdf · a stock or a mutual fund? ... Give 2 advantages of a 401(k) ... Instead of investing in one asset,](https://reader035.fdocuments.net/reader035/viewer/2022081407/5f27e993e6194175c049093a/html5/thumbnails/19.jpg)
Give 2 advantages of a 401(k)
Helps you save for retirement
Company match
Tax savings
What does it mean if my stock is
appreciating
Price is increasing
What type of price movements do we expect
from a large cap stock
Small movements stable price
What are the two largest stock exchanges in
the US
NASDAQ and NYSE
How can I invest in a privately owned
company
I typically cannot they donrsquot issue stock
How is market cap calculated
Price X number of shares
How can I identify a mutual fund by itrsquos
ticker
Ends in X
5 letters long
If I wanted to learn more about a particular
mutual fund I would need to obtain what
piece of reading material
Prospectus
How can you tell the difference between
stocks traded on the NYSE and the NASDAQ
NYSE stock symbols have
1 2 or 3 letters
NASDAQ has 4
If a stock opens at 590 per share and closes
at 500 per share what is the percentage
change in price
(500-590)590100=-1525
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
150
Explain how a mutual fund can minimize risk
Instead of investing in one asset yoursquore
investing in several at once
Explain how using the market cap
information can minimize risk
Purchase stocks of different cap sizes
Explain how dollar cost averaging can
minimize risk
Buying a little at a time can prevent you
from buying at the wrong time
![Page 20: Investing - Weeblyungerecon.weebly.com › ... › review_investing_unit.pdf · a stock or a mutual fund? ... Give 2 advantages of a 401(k) ... Instead of investing in one asset,](https://reader035.fdocuments.net/reader035/viewer/2022081407/5f27e993e6194175c049093a/html5/thumbnails/20.jpg)
Helps you save for retirement
Company match
Tax savings
What does it mean if my stock is
appreciating
Price is increasing
What type of price movements do we expect
from a large cap stock
Small movements stable price
What are the two largest stock exchanges in
the US
NASDAQ and NYSE
How can I invest in a privately owned
company
I typically cannot they donrsquot issue stock
How is market cap calculated
Price X number of shares
How can I identify a mutual fund by itrsquos
ticker
Ends in X
5 letters long
If I wanted to learn more about a particular
mutual fund I would need to obtain what
piece of reading material
Prospectus
How can you tell the difference between
stocks traded on the NYSE and the NASDAQ
NYSE stock symbols have
1 2 or 3 letters
NASDAQ has 4
If a stock opens at 590 per share and closes
at 500 per share what is the percentage
change in price
(500-590)590100=-1525
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
150
Explain how a mutual fund can minimize risk
Instead of investing in one asset yoursquore
investing in several at once
Explain how using the market cap
information can minimize risk
Purchase stocks of different cap sizes
Explain how dollar cost averaging can
minimize risk
Buying a little at a time can prevent you
from buying at the wrong time
![Page 21: Investing - Weeblyungerecon.weebly.com › ... › review_investing_unit.pdf · a stock or a mutual fund? ... Give 2 advantages of a 401(k) ... Instead of investing in one asset,](https://reader035.fdocuments.net/reader035/viewer/2022081407/5f27e993e6194175c049093a/html5/thumbnails/21.jpg)
What does it mean if my stock is
appreciating
Price is increasing
What type of price movements do we expect
from a large cap stock
Small movements stable price
What are the two largest stock exchanges in
the US
NASDAQ and NYSE
How can I invest in a privately owned
company
I typically cannot they donrsquot issue stock
How is market cap calculated
Price X number of shares
How can I identify a mutual fund by itrsquos
ticker
Ends in X
5 letters long
If I wanted to learn more about a particular
mutual fund I would need to obtain what
piece of reading material
Prospectus
How can you tell the difference between
stocks traded on the NYSE and the NASDAQ
NYSE stock symbols have
1 2 or 3 letters
NASDAQ has 4
If a stock opens at 590 per share and closes
at 500 per share what is the percentage
change in price
(500-590)590100=-1525
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
150
Explain how a mutual fund can minimize risk
Instead of investing in one asset yoursquore
investing in several at once
Explain how using the market cap
information can minimize risk
Purchase stocks of different cap sizes
Explain how dollar cost averaging can
minimize risk
Buying a little at a time can prevent you
from buying at the wrong time
![Page 22: Investing - Weeblyungerecon.weebly.com › ... › review_investing_unit.pdf · a stock or a mutual fund? ... Give 2 advantages of a 401(k) ... Instead of investing in one asset,](https://reader035.fdocuments.net/reader035/viewer/2022081407/5f27e993e6194175c049093a/html5/thumbnails/22.jpg)
Price is increasing
What type of price movements do we expect
from a large cap stock
Small movements stable price
What are the two largest stock exchanges in
the US
NASDAQ and NYSE
How can I invest in a privately owned
company
I typically cannot they donrsquot issue stock
How is market cap calculated
Price X number of shares
How can I identify a mutual fund by itrsquos
ticker
Ends in X
5 letters long
If I wanted to learn more about a particular
mutual fund I would need to obtain what
piece of reading material
Prospectus
How can you tell the difference between
stocks traded on the NYSE and the NASDAQ
NYSE stock symbols have
1 2 or 3 letters
NASDAQ has 4
If a stock opens at 590 per share and closes
at 500 per share what is the percentage
change in price
(500-590)590100=-1525
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
150
Explain how a mutual fund can minimize risk
Instead of investing in one asset yoursquore
investing in several at once
Explain how using the market cap
information can minimize risk
Purchase stocks of different cap sizes
Explain how dollar cost averaging can
minimize risk
Buying a little at a time can prevent you
from buying at the wrong time
![Page 23: Investing - Weeblyungerecon.weebly.com › ... › review_investing_unit.pdf · a stock or a mutual fund? ... Give 2 advantages of a 401(k) ... Instead of investing in one asset,](https://reader035.fdocuments.net/reader035/viewer/2022081407/5f27e993e6194175c049093a/html5/thumbnails/23.jpg)
What type of price movements do we expect
from a large cap stock
Small movements stable price
What are the two largest stock exchanges in
the US
NASDAQ and NYSE
How can I invest in a privately owned
company
I typically cannot they donrsquot issue stock
How is market cap calculated
Price X number of shares
How can I identify a mutual fund by itrsquos
ticker
Ends in X
5 letters long
If I wanted to learn more about a particular
mutual fund I would need to obtain what
piece of reading material
Prospectus
How can you tell the difference between
stocks traded on the NYSE and the NASDAQ
NYSE stock symbols have
1 2 or 3 letters
NASDAQ has 4
If a stock opens at 590 per share and closes
at 500 per share what is the percentage
change in price
(500-590)590100=-1525
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
150
Explain how a mutual fund can minimize risk
Instead of investing in one asset yoursquore
investing in several at once
Explain how using the market cap
information can minimize risk
Purchase stocks of different cap sizes
Explain how dollar cost averaging can
minimize risk
Buying a little at a time can prevent you
from buying at the wrong time
![Page 24: Investing - Weeblyungerecon.weebly.com › ... › review_investing_unit.pdf · a stock or a mutual fund? ... Give 2 advantages of a 401(k) ... Instead of investing in one asset,](https://reader035.fdocuments.net/reader035/viewer/2022081407/5f27e993e6194175c049093a/html5/thumbnails/24.jpg)
Small movements stable price
What are the two largest stock exchanges in
the US
NASDAQ and NYSE
How can I invest in a privately owned
company
I typically cannot they donrsquot issue stock
How is market cap calculated
Price X number of shares
How can I identify a mutual fund by itrsquos
ticker
Ends in X
5 letters long
If I wanted to learn more about a particular
mutual fund I would need to obtain what
piece of reading material
Prospectus
How can you tell the difference between
stocks traded on the NYSE and the NASDAQ
NYSE stock symbols have
1 2 or 3 letters
NASDAQ has 4
If a stock opens at 590 per share and closes
at 500 per share what is the percentage
change in price
(500-590)590100=-1525
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
150
Explain how a mutual fund can minimize risk
Instead of investing in one asset yoursquore
investing in several at once
Explain how using the market cap
information can minimize risk
Purchase stocks of different cap sizes
Explain how dollar cost averaging can
minimize risk
Buying a little at a time can prevent you
from buying at the wrong time
![Page 25: Investing - Weeblyungerecon.weebly.com › ... › review_investing_unit.pdf · a stock or a mutual fund? ... Give 2 advantages of a 401(k) ... Instead of investing in one asset,](https://reader035.fdocuments.net/reader035/viewer/2022081407/5f27e993e6194175c049093a/html5/thumbnails/25.jpg)
What are the two largest stock exchanges in
the US
NASDAQ and NYSE
How can I invest in a privately owned
company
I typically cannot they donrsquot issue stock
How is market cap calculated
Price X number of shares
How can I identify a mutual fund by itrsquos
ticker
Ends in X
5 letters long
If I wanted to learn more about a particular
mutual fund I would need to obtain what
piece of reading material
Prospectus
How can you tell the difference between
stocks traded on the NYSE and the NASDAQ
NYSE stock symbols have
1 2 or 3 letters
NASDAQ has 4
If a stock opens at 590 per share and closes
at 500 per share what is the percentage
change in price
(500-590)590100=-1525
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
150
Explain how a mutual fund can minimize risk
Instead of investing in one asset yoursquore
investing in several at once
Explain how using the market cap
information can minimize risk
Purchase stocks of different cap sizes
Explain how dollar cost averaging can
minimize risk
Buying a little at a time can prevent you
from buying at the wrong time
![Page 26: Investing - Weeblyungerecon.weebly.com › ... › review_investing_unit.pdf · a stock or a mutual fund? ... Give 2 advantages of a 401(k) ... Instead of investing in one asset,](https://reader035.fdocuments.net/reader035/viewer/2022081407/5f27e993e6194175c049093a/html5/thumbnails/26.jpg)
NASDAQ and NYSE
How can I invest in a privately owned
company
I typically cannot they donrsquot issue stock
How is market cap calculated
Price X number of shares
How can I identify a mutual fund by itrsquos
ticker
Ends in X
5 letters long
If I wanted to learn more about a particular
mutual fund I would need to obtain what
piece of reading material
Prospectus
How can you tell the difference between
stocks traded on the NYSE and the NASDAQ
NYSE stock symbols have
1 2 or 3 letters
NASDAQ has 4
If a stock opens at 590 per share and closes
at 500 per share what is the percentage
change in price
(500-590)590100=-1525
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
150
Explain how a mutual fund can minimize risk
Instead of investing in one asset yoursquore
investing in several at once
Explain how using the market cap
information can minimize risk
Purchase stocks of different cap sizes
Explain how dollar cost averaging can
minimize risk
Buying a little at a time can prevent you
from buying at the wrong time
![Page 27: Investing - Weeblyungerecon.weebly.com › ... › review_investing_unit.pdf · a stock or a mutual fund? ... Give 2 advantages of a 401(k) ... Instead of investing in one asset,](https://reader035.fdocuments.net/reader035/viewer/2022081407/5f27e993e6194175c049093a/html5/thumbnails/27.jpg)
How can I invest in a privately owned
company
I typically cannot they donrsquot issue stock
How is market cap calculated
Price X number of shares
How can I identify a mutual fund by itrsquos
ticker
Ends in X
5 letters long
If I wanted to learn more about a particular
mutual fund I would need to obtain what
piece of reading material
Prospectus
How can you tell the difference between
stocks traded on the NYSE and the NASDAQ
NYSE stock symbols have
1 2 or 3 letters
NASDAQ has 4
If a stock opens at 590 per share and closes
at 500 per share what is the percentage
change in price
(500-590)590100=-1525
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
150
Explain how a mutual fund can minimize risk
Instead of investing in one asset yoursquore
investing in several at once
Explain how using the market cap
information can minimize risk
Purchase stocks of different cap sizes
Explain how dollar cost averaging can
minimize risk
Buying a little at a time can prevent you
from buying at the wrong time
![Page 28: Investing - Weeblyungerecon.weebly.com › ... › review_investing_unit.pdf · a stock or a mutual fund? ... Give 2 advantages of a 401(k) ... Instead of investing in one asset,](https://reader035.fdocuments.net/reader035/viewer/2022081407/5f27e993e6194175c049093a/html5/thumbnails/28.jpg)
I typically cannot they donrsquot issue stock
How is market cap calculated
Price X number of shares
How can I identify a mutual fund by itrsquos
ticker
Ends in X
5 letters long
If I wanted to learn more about a particular
mutual fund I would need to obtain what
piece of reading material
Prospectus
How can you tell the difference between
stocks traded on the NYSE and the NASDAQ
NYSE stock symbols have
1 2 or 3 letters
NASDAQ has 4
If a stock opens at 590 per share and closes
at 500 per share what is the percentage
change in price
(500-590)590100=-1525
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
150
Explain how a mutual fund can minimize risk
Instead of investing in one asset yoursquore
investing in several at once
Explain how using the market cap
information can minimize risk
Purchase stocks of different cap sizes
Explain how dollar cost averaging can
minimize risk
Buying a little at a time can prevent you
from buying at the wrong time
![Page 29: Investing - Weeblyungerecon.weebly.com › ... › review_investing_unit.pdf · a stock or a mutual fund? ... Give 2 advantages of a 401(k) ... Instead of investing in one asset,](https://reader035.fdocuments.net/reader035/viewer/2022081407/5f27e993e6194175c049093a/html5/thumbnails/29.jpg)
How is market cap calculated
Price X number of shares
How can I identify a mutual fund by itrsquos
ticker
Ends in X
5 letters long
If I wanted to learn more about a particular
mutual fund I would need to obtain what
piece of reading material
Prospectus
How can you tell the difference between
stocks traded on the NYSE and the NASDAQ
NYSE stock symbols have
1 2 or 3 letters
NASDAQ has 4
If a stock opens at 590 per share and closes
at 500 per share what is the percentage
change in price
(500-590)590100=-1525
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
150
Explain how a mutual fund can minimize risk
Instead of investing in one asset yoursquore
investing in several at once
Explain how using the market cap
information can minimize risk
Purchase stocks of different cap sizes
Explain how dollar cost averaging can
minimize risk
Buying a little at a time can prevent you
from buying at the wrong time
![Page 30: Investing - Weeblyungerecon.weebly.com › ... › review_investing_unit.pdf · a stock or a mutual fund? ... Give 2 advantages of a 401(k) ... Instead of investing in one asset,](https://reader035.fdocuments.net/reader035/viewer/2022081407/5f27e993e6194175c049093a/html5/thumbnails/30.jpg)
Price X number of shares
How can I identify a mutual fund by itrsquos
ticker
Ends in X
5 letters long
If I wanted to learn more about a particular
mutual fund I would need to obtain what
piece of reading material
Prospectus
How can you tell the difference between
stocks traded on the NYSE and the NASDAQ
NYSE stock symbols have
1 2 or 3 letters
NASDAQ has 4
If a stock opens at 590 per share and closes
at 500 per share what is the percentage
change in price
(500-590)590100=-1525
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
150
Explain how a mutual fund can minimize risk
Instead of investing in one asset yoursquore
investing in several at once
Explain how using the market cap
information can minimize risk
Purchase stocks of different cap sizes
Explain how dollar cost averaging can
minimize risk
Buying a little at a time can prevent you
from buying at the wrong time
![Page 31: Investing - Weeblyungerecon.weebly.com › ... › review_investing_unit.pdf · a stock or a mutual fund? ... Give 2 advantages of a 401(k) ... Instead of investing in one asset,](https://reader035.fdocuments.net/reader035/viewer/2022081407/5f27e993e6194175c049093a/html5/thumbnails/31.jpg)
How can I identify a mutual fund by itrsquos
ticker
Ends in X
5 letters long
If I wanted to learn more about a particular
mutual fund I would need to obtain what
piece of reading material
Prospectus
How can you tell the difference between
stocks traded on the NYSE and the NASDAQ
NYSE stock symbols have
1 2 or 3 letters
NASDAQ has 4
If a stock opens at 590 per share and closes
at 500 per share what is the percentage
change in price
(500-590)590100=-1525
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
150
Explain how a mutual fund can minimize risk
Instead of investing in one asset yoursquore
investing in several at once
Explain how using the market cap
information can minimize risk
Purchase stocks of different cap sizes
Explain how dollar cost averaging can
minimize risk
Buying a little at a time can prevent you
from buying at the wrong time
![Page 32: Investing - Weeblyungerecon.weebly.com › ... › review_investing_unit.pdf · a stock or a mutual fund? ... Give 2 advantages of a 401(k) ... Instead of investing in one asset,](https://reader035.fdocuments.net/reader035/viewer/2022081407/5f27e993e6194175c049093a/html5/thumbnails/32.jpg)
Ends in X
5 letters long
If I wanted to learn more about a particular
mutual fund I would need to obtain what
piece of reading material
Prospectus
How can you tell the difference between
stocks traded on the NYSE and the NASDAQ
NYSE stock symbols have
1 2 or 3 letters
NASDAQ has 4
If a stock opens at 590 per share and closes
at 500 per share what is the percentage
change in price
(500-590)590100=-1525
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
150
Explain how a mutual fund can minimize risk
Instead of investing in one asset yoursquore
investing in several at once
Explain how using the market cap
information can minimize risk
Purchase stocks of different cap sizes
Explain how dollar cost averaging can
minimize risk
Buying a little at a time can prevent you
from buying at the wrong time
![Page 33: Investing - Weeblyungerecon.weebly.com › ... › review_investing_unit.pdf · a stock or a mutual fund? ... Give 2 advantages of a 401(k) ... Instead of investing in one asset,](https://reader035.fdocuments.net/reader035/viewer/2022081407/5f27e993e6194175c049093a/html5/thumbnails/33.jpg)
If I wanted to learn more about a particular
mutual fund I would need to obtain what
piece of reading material
Prospectus
How can you tell the difference between
stocks traded on the NYSE and the NASDAQ
NYSE stock symbols have
1 2 or 3 letters
NASDAQ has 4
If a stock opens at 590 per share and closes
at 500 per share what is the percentage
change in price
(500-590)590100=-1525
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
150
Explain how a mutual fund can minimize risk
Instead of investing in one asset yoursquore
investing in several at once
Explain how using the market cap
information can minimize risk
Purchase stocks of different cap sizes
Explain how dollar cost averaging can
minimize risk
Buying a little at a time can prevent you
from buying at the wrong time
![Page 34: Investing - Weeblyungerecon.weebly.com › ... › review_investing_unit.pdf · a stock or a mutual fund? ... Give 2 advantages of a 401(k) ... Instead of investing in one asset,](https://reader035.fdocuments.net/reader035/viewer/2022081407/5f27e993e6194175c049093a/html5/thumbnails/34.jpg)
Prospectus
How can you tell the difference between
stocks traded on the NYSE and the NASDAQ
NYSE stock symbols have
1 2 or 3 letters
NASDAQ has 4
If a stock opens at 590 per share and closes
at 500 per share what is the percentage
change in price
(500-590)590100=-1525
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
150
Explain how a mutual fund can minimize risk
Instead of investing in one asset yoursquore
investing in several at once
Explain how using the market cap
information can minimize risk
Purchase stocks of different cap sizes
Explain how dollar cost averaging can
minimize risk
Buying a little at a time can prevent you
from buying at the wrong time
![Page 35: Investing - Weeblyungerecon.weebly.com › ... › review_investing_unit.pdf · a stock or a mutual fund? ... Give 2 advantages of a 401(k) ... Instead of investing in one asset,](https://reader035.fdocuments.net/reader035/viewer/2022081407/5f27e993e6194175c049093a/html5/thumbnails/35.jpg)
How can you tell the difference between
stocks traded on the NYSE and the NASDAQ
NYSE stock symbols have
1 2 or 3 letters
NASDAQ has 4
If a stock opens at 590 per share and closes
at 500 per share what is the percentage
change in price
(500-590)590100=-1525
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
150
Explain how a mutual fund can minimize risk
Instead of investing in one asset yoursquore
investing in several at once
Explain how using the market cap
information can minimize risk
Purchase stocks of different cap sizes
Explain how dollar cost averaging can
minimize risk
Buying a little at a time can prevent you
from buying at the wrong time
![Page 36: Investing - Weeblyungerecon.weebly.com › ... › review_investing_unit.pdf · a stock or a mutual fund? ... Give 2 advantages of a 401(k) ... Instead of investing in one asset,](https://reader035.fdocuments.net/reader035/viewer/2022081407/5f27e993e6194175c049093a/html5/thumbnails/36.jpg)
NYSE stock symbols have
1 2 or 3 letters
NASDAQ has 4
If a stock opens at 590 per share and closes
at 500 per share what is the percentage
change in price
(500-590)590100=-1525
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
150
Explain how a mutual fund can minimize risk
Instead of investing in one asset yoursquore
investing in several at once
Explain how using the market cap
information can minimize risk
Purchase stocks of different cap sizes
Explain how dollar cost averaging can
minimize risk
Buying a little at a time can prevent you
from buying at the wrong time
![Page 37: Investing - Weeblyungerecon.weebly.com › ... › review_investing_unit.pdf · a stock or a mutual fund? ... Give 2 advantages of a 401(k) ... Instead of investing in one asset,](https://reader035.fdocuments.net/reader035/viewer/2022081407/5f27e993e6194175c049093a/html5/thumbnails/37.jpg)
If a stock opens at 590 per share and closes
at 500 per share what is the percentage
change in price
(500-590)590100=-1525
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
150
Explain how a mutual fund can minimize risk
Instead of investing in one asset yoursquore
investing in several at once
Explain how using the market cap
information can minimize risk
Purchase stocks of different cap sizes
Explain how dollar cost averaging can
minimize risk
Buying a little at a time can prevent you
from buying at the wrong time
![Page 38: Investing - Weeblyungerecon.weebly.com › ... › review_investing_unit.pdf · a stock or a mutual fund? ... Give 2 advantages of a 401(k) ... Instead of investing in one asset,](https://reader035.fdocuments.net/reader035/viewer/2022081407/5f27e993e6194175c049093a/html5/thumbnails/38.jpg)
(500-590)590100=-1525
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
150
Explain how a mutual fund can minimize risk
Instead of investing in one asset yoursquore
investing in several at once
Explain how using the market cap
information can minimize risk
Purchase stocks of different cap sizes
Explain how dollar cost averaging can
minimize risk
Buying a little at a time can prevent you
from buying at the wrong time
![Page 39: Investing - Weeblyungerecon.weebly.com › ... › review_investing_unit.pdf · a stock or a mutual fund? ... Give 2 advantages of a 401(k) ... Instead of investing in one asset,](https://reader035.fdocuments.net/reader035/viewer/2022081407/5f27e993e6194175c049093a/html5/thumbnails/39.jpg)
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
150
Explain how a mutual fund can minimize risk
Instead of investing in one asset yoursquore
investing in several at once
Explain how using the market cap
information can minimize risk
Purchase stocks of different cap sizes
Explain how dollar cost averaging can
minimize risk
Buying a little at a time can prevent you
from buying at the wrong time
![Page 40: Investing - Weeblyungerecon.weebly.com › ... › review_investing_unit.pdf · a stock or a mutual fund? ... Give 2 advantages of a 401(k) ... Instead of investing in one asset,](https://reader035.fdocuments.net/reader035/viewer/2022081407/5f27e993e6194175c049093a/html5/thumbnails/40.jpg)
If I bought 60 shares of AT and T and the
annual dividend is 25 If I hold the stock for
10 years what will my total dividends be
150
Explain how a mutual fund can minimize risk
Instead of investing in one asset yoursquore
investing in several at once
Explain how using the market cap
information can minimize risk
Purchase stocks of different cap sizes
Explain how dollar cost averaging can
minimize risk
Buying a little at a time can prevent you
from buying at the wrong time
![Page 41: Investing - Weeblyungerecon.weebly.com › ... › review_investing_unit.pdf · a stock or a mutual fund? ... Give 2 advantages of a 401(k) ... Instead of investing in one asset,](https://reader035.fdocuments.net/reader035/viewer/2022081407/5f27e993e6194175c049093a/html5/thumbnails/41.jpg)
Explain how a mutual fund can minimize risk
Instead of investing in one asset yoursquore
investing in several at once
Explain how using the market cap
information can minimize risk
Purchase stocks of different cap sizes
Explain how dollar cost averaging can
minimize risk
Buying a little at a time can prevent you
from buying at the wrong time
![Page 42: Investing - Weeblyungerecon.weebly.com › ... › review_investing_unit.pdf · a stock or a mutual fund? ... Give 2 advantages of a 401(k) ... Instead of investing in one asset,](https://reader035.fdocuments.net/reader035/viewer/2022081407/5f27e993e6194175c049093a/html5/thumbnails/42.jpg)
Instead of investing in one asset yoursquore
investing in several at once
Explain how using the market cap
information can minimize risk
Purchase stocks of different cap sizes
Explain how dollar cost averaging can
minimize risk
Buying a little at a time can prevent you
from buying at the wrong time
![Page 43: Investing - Weeblyungerecon.weebly.com › ... › review_investing_unit.pdf · a stock or a mutual fund? ... Give 2 advantages of a 401(k) ... Instead of investing in one asset,](https://reader035.fdocuments.net/reader035/viewer/2022081407/5f27e993e6194175c049093a/html5/thumbnails/43.jpg)
Explain how using the market cap
information can minimize risk
Purchase stocks of different cap sizes
Explain how dollar cost averaging can
minimize risk
Buying a little at a time can prevent you
from buying at the wrong time
![Page 44: Investing - Weeblyungerecon.weebly.com › ... › review_investing_unit.pdf · a stock or a mutual fund? ... Give 2 advantages of a 401(k) ... Instead of investing in one asset,](https://reader035.fdocuments.net/reader035/viewer/2022081407/5f27e993e6194175c049093a/html5/thumbnails/44.jpg)
Purchase stocks of different cap sizes
Explain how dollar cost averaging can
minimize risk
Buying a little at a time can prevent you
from buying at the wrong time
![Page 45: Investing - Weeblyungerecon.weebly.com › ... › review_investing_unit.pdf · a stock or a mutual fund? ... Give 2 advantages of a 401(k) ... Instead of investing in one asset,](https://reader035.fdocuments.net/reader035/viewer/2022081407/5f27e993e6194175c049093a/html5/thumbnails/45.jpg)
Explain how dollar cost averaging can
minimize risk
Buying a little at a time can prevent you
from buying at the wrong time
![Page 46: Investing - Weeblyungerecon.weebly.com › ... › review_investing_unit.pdf · a stock or a mutual fund? ... Give 2 advantages of a 401(k) ... Instead of investing in one asset,](https://reader035.fdocuments.net/reader035/viewer/2022081407/5f27e993e6194175c049093a/html5/thumbnails/46.jpg)
Buying a little at a time can prevent you
from buying at the wrong time