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Exit Ticket (11.6, 11.7, 11.8)
By Tang Xiong
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Last updated about 5 hours ago
9 questions
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Be sure to have completed the lessons for the Unit required for this exit ticket.
Be sure to have completed the lessons for the Unit required for this exit ticket.
Question 1
1.
What are the advantages of investing in a mutual fund, rather than an individual stock?
A mutual fund always pays out higher dividends than an individual stock
A mutual fund has a target date to be sold, so you can pay less attention to changes in the market
A mutual fund is diversified, so your investment is lower risk
A mutual fund is actively managed, resulting in lower overall fees
Question 2
2.
When choosing a mutual fund to invest in, all of the following are important factors to consider, EXCEPT...
Management fees and expense ratios
Diversification across asset classes
Companies held by the fund
Length of the fund fact sheet
Question 3
3.
Which of the following correctly orders investment options from lowest to highest risk?
A government bond, An ETF tracking the technology sector, an individual stock, an index fund tracking the S&P 500
A government bond, an index fund tracking the S&P 500, an ETF tracking the technology sector, an individual stock
An index fund tracking the S&P 500, an ETF tracking the technology sector, a government bond, an individual stock
An index fund tracking the S&P 500, a government bond, an individual stock, an ETF tracking the technology sector
Question 4
4.
Your investor profile is a snapshot of what kind of investor you are and takes into account:
Your time horizon and risk tolerance
Your net worth
How much investing experience you have
The amount of debt you have
Question 5
5.
All of the following are common investing strategies EXCEPT
Dollar-Cost Averaging
Socially Responsible Investing
Active Investing
New York Stock Exchange
Question 6
6.
Which of the following is a characteristic of a brokerage account?
Used for retirement savings
Typically no capital gains tax
Limits on how much you can invest
No penalties for withdrawing your money
Question 7
7.
In retirement, it’s common to rely on income from all of the following sources EXCEPT...
Social Security
Pension Income
Government loan
Investment Income
Question 8
8.
Which of the following statements is TRUE about the state of retirement in the U.S.?
The majority of employers offer pension plans for workers
Most Americans are able to retire at their full retirement age
Many people may need to invest to build wealth and to support themselves in retirement
Many retirees are able to support themselves on Social Security payments alone
Question 9
9.
Eli is planning ahead for retirement. They should consider all of the following factors when determining how much they’ll need in retirement EXCEPT…
The current balance in their checking account
How much money they expect to receive through Social Security
What age they plan to retire
The lifestyle they want to lead in retirement