Wk 7 Exit Ticket 3.6, 3.7, & 3.8

A pool of money from shareholders that is used to invest in a collection of assets like stocks and bonds

A type of savings account that you can use for emergency expenses

A way to crowdsource money from people online to help pay for an expense

An amount someone has in their checking account

The fund invests only in low-risk assets to minimize losses.

The fund guarantees a fixed return regardless of market conditions.

The fund seeks to generate higher returns than a specific market index or average.

The fund aims to match the performance of a benchmark index.

It requires less frequent trading and management.

It frequently buys and sells securities to capitalize on market fluctuations.

It aims to replicate the performance of a specific market index.

It typically has lower management fees compared to actively managed funds.

The best investments are always in the latest trends and technologies.

Investing should be a high-risk, high-reward activity to be considered successful.

Successful investing requires constant trading and excitement.

Long-term investment strategies often involve minimal activity and steady growth.

Setting clear financial goals and a time horizon.

Investing solely in high-risk stocks for quick returns.

Educating oneself about investment options and market trends.

All of the following are recommended strategies for beginner investors EXCEPT:

It requires a minimum balance to maintain.

It offers guaranteed returns on investments.

It allows investors to buy and sell a variety of investment products, including stocks and bonds.

It is only available to professional investors.

It typically has no management fees due to passive investment strategies.

It only invests in government bonds and cash equivalents.

It is managed by a team of professionals who make investment decisions to outperform the market.

It seeks to replicate the performance of a specific market index.

They can only be bought and sold at the end of the trading day.

They usually have lower expense ratios compared to actively managed mutual funds.

They are not traded on stock exchanges.

They provide fixed income similar to bonds.

The fund is designed to only invest in domestic equities and bonds, regardless of the target date.

The fund aims to maximize returns by investing primarily in high-risk assets until the target date, at which point it reallocates entirely to cash.

The fund adjusts its asset mix over time, becoming increasingly conservative as it approaches the target date, typically reducing equity exposure and increasing fixed-income holdings.

The fund maintains a static allocation across various asset classes regardless of the market environment.

Complete application → Research brokers → Start trading → Deposit funds

Research brokers → Complete application → Deposit funds → Start trading

Research brokers → Deposit funds → Complete application → Start trading

Deposit funds → Research brokers → Complete application → Start trading