Just for Fun / November 07, 2019
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Think you have a good handle on the basics of investing? Take this 10-question quiz to see how you rate on basic investment skills.
1. If you buy a share of company stock,
2. If you buy a company’s bond,
a. You own a part of the company.
b. You become responsible for the company’s debts.
c. You have loaned your money to the company.
d. You have a say in how the company is managed.
3. Since 1929, the type of investment that has earned the most money for investors has been
4. If you buy the stock of a new company,
5. Kendrick owns a wide variety of stocks, bonds and mutual funds to lessen his risk of losing money. This is called
6. What asset class has, on the whole, produced the best performance results since 1929?
7. Tom was to have $100,000 in savings in 20 years. The sooner he starts to save, the less he’ll have to save because
8. Mutual funds have a number of attractive characteristics for retirement plan investors, EXCEPT (pick one):
9. Which all-in-one investment is designed to get more conservative as you approach retirement?
All the following statements are true about international investing EXCEPT (pick one):
There are more companies outside the U.S. than inside the U.S.
International investments are often used to broaden diversification and spread investment risk.
There are particular risks involved with investing internationally, including political risk and currency and liquidity risks.
International stocks always offer more return than S. stocks.
Answer key: 1.a; 2.b; 3.a; 4.b; 5.c; 6.b; 7.c; 8.a; 9.c; 10.d.
This quiz was adapted from one developed by the Securities and Exchange Commission. For a deeper explanation of most answers, visit http://www.sec.gov/investor/tools/quiz.htm, and click on the appropriate answers.
This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.
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© 2018 Kmotion, Inc. This newsletter is a publication of Kmotion, Inc., whose role is solely that of publisher. The articles and opinions in this newsletter are those of Kmotion. The articles and opinions are for general information only and are not intended to provide specific advice or recommendations for any individual. Nothing in this publication shall be construed as providing investment counseling or directing employees to participate in any investment program in any way. Please consult your financial advisor or other appropriate professional for further assistance with regard to your individual situation.