Investment Fundamentals: Portfolio Strategies, Risk Management, and Long-term Financial Growth

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Finance - Personal Finance

michael1tekrzp Created by 10 mon ago

Cards in this deck(38)

What is a company with a large market cap, excellent financials, and a long history of success called?

What is the term for earning interest on both the initial amount saved and the interest accumulated over time?

What is the strategy of spreading investments across various asset classes to reduce risk?

What is the investment strategy of regularly investing a fixed amount in a security, regardless of its price?

What type of investment is typically long-term, aims to grow net worth, and involves greater risk?

What is an investment strategy designed to generate regular income called?

What is the cost paid to a lender for borrowing money, in addition to the principal amount?

What term describes the ease with which an asset can be converted into cash?

What is the net gain or loss of an investment over a specified period, expressed as a percentage of the initial cost?

What is the term for the possibility that an investment's actual return will differ from the expected return?

What is the measure of uncertainty or risk related to the size of changes in a security's value?

What is a savings account that holds a fixed amount of money for a fixed period, offering interest in return?

What is a not-for-profit financial institution that offers a wide array of financial services and products?

What type of account combines features of savings and checking accounts, offering higher interest rates?

What type of savings account allows customers to track transactions in a booklet rather than a bank statement?

What financial institution is primarily funded by consumer deposits and specializes in savings accounts and home mortgages?

What is a loan to a company or government that pays investors a fixed rate of return called?

What is debt issued by a company to raise capital known as?

What is the marketplace where investors trade debt securities, prominently bonds?

What is a debt instrument issued by a nonprofit or public entity for public projects called?

What is a mutual fund that includes a sales charge or commission?

What is a hypothetical portfolio representing a segment of the financial market called?

What type of fund allows investors to pool money to buy stocks, bonds, and other investments?

What are mutual funds that typically don't charge a sales fee if money is invested for a specific period?

What is a share in the ownership of a company's earnings and assets that can be purchased as an investment?

Who are individuals that buy and sell stocks and other securities for clients, earning a fee or commission?

What is the market where stock-buyers connect with stock sellers called?

Where do investors buy and sell shares of companies?

What is a home loan with an interest rate that can change periodically based on a benchmark?

What is the sum paid upfront by a buyer when purchasing a home or car?

Who is a go-between that matches borrowers with mortgage lenders?

What type of loan is used to purchase or maintain real estate?

Who is licensed to help people buy and sell real estate and earns a commission when a deal is completed?

What document indicates legal ownership of real estate or an asset?

What organization provides title insurance and conducts title searches for property transactions?

What are the main types of income investments?

What are the main types of growth investments?

What are the two main types of investments?

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Investment Fundamentals: Portfolio Strategies, Risk Management, and Long-term Financial Growth

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