• Degree to which the value of an investment moves up and down.

• Volatility

• Number that corresponds to volatility or market risk of a security compared to the general market.

• Beta

• Spreading of investments among different types of securities, companies or locations to reduce risk.

• Diversification

• Who is doing the best in this class for term 3?

• The one with the highest average for term 3

• What determines the type of mutual fund one would invest money in?

• Its objective

• Boston Marathon starts in what town?

• Hopkinton

• Type of stock issued by a company with a capitalization between $500 million and $2 billion. They are considered to be a higher investment risk.

• Small cap stock

• Disney character quiz. Villain. Proud owner of two eels. Use to rule the sea.

• Ursula

• What is market capitalization?

• Share price multiplied by # of shares (the amount it would cost for you to buy every single share of a company)

• What does a PE Ratio tell you?

• If a stock is overpriced or undervalued compared to other companies. (comparison of stock price to earnings)

• For a corporate bond, par value and face amount means the same thing. True or False?

• True

• Type of stock that is considered a safe investment .Attracts conservative investors. Are generally the strongest and most respected companies.

• Blue Chip or Large Cap Stock

• If Greece defaults on a government bond, what does that mean?

• It is unable to pay an investor (interest and face value)

• Stock price for a company was $79. It went up to $91. What was the percent increase in the stock price?

• 15%

• Type of bond that provides no interest payments and is redeemed for its face value at maturity. i.e. Savings Bond

• Zero coupon bond

• Disney character quiz. Villain. Proud owner of two eels. Use to rule the sea.

• Ursula

• Type of stock that typically sells for less than $1 a share. Prices are very volatile and can fluctuate wildly up and down. Companies' sales are very unsteady. High risk.

• Penny Stock

• Bruce Wayne’s (Batman)butler?

• Alfred

• Prior Day's Closing Share Price: $50.50Today's Closing Share price: $61.25Quarterly Dividend of $2.075

• What is change in stock price as a %?

• 21%• What is the yield?• 13.55%

• Type of investing in which your investments are all in the same type of industry.

• Sector investing

• How frequently are mutual funds priced?

• Daily

• Type of bond a government authority (town, city, county) would issue to build a new school, highway or airport.

• Municipal

• If a company has 1,000 outstanding shares and a share price of $30. It pays a $2/share quarterly dividend. What is its market capitalization?

• 30,000

• What does N.A.V. stand for?

• Net Asset Value

• How frequently is a NAV priced for a mutual fund?

• Daily - at the end of the day when market closes.

• Provide one example of an index for the stock market.

• DJIA, S&P500

• This is a formula for what? Current share price divided by EPS

• PE ratio

• The names of the parents in 101 Dalmations?

• Pongo and Perdita

• An Income Mutual Fund produces monthly income to an investor. True or False?

• True

• Would it have a yield?

• Yes

• When interest is earned on interest and principal. It allows your principal to snowball.

• Compounding

• 4 US Presidents born in Massachusetts?

• John Adams, JQ Adams, JFK, George HW Bush

• Ticker symbol for Apple

• AAPL

• Ticker symbol for Orange

• No such thing

• Name some advantages of investing in a mutual fund rather than purchasing an individual stock from E-Trade?

• Professional management, diversification (less risk)

• Massachusetts State Bird

• chickadee

• If a mutual fund is front-loaded, then it means the investor is paying a sales charge or commission on investments. True or False.

• Absolutely True.

• This ratio is calculated by dividing the stock's last closing price by its earnings per share for the latest year.

• Price -Earnings Ratio (PE Ratio)

• A declining stock market in which investors are pessimistic.

• Bear Market

• Are Corporate Bonds paid at maturity?

• Yes

• What is P.O.P. mean for the price of a mutual fund?

• Public Offering Price

• Mr. George’s advice:

• You have one life. Live it.

• Annual Dividend divided by closing price is a formula for what?

• Yield

• What is the relationship between risk and return?

• Low risk, low return. High risk, high return.