I.Matching

Match the following terms with the appropriate definition. Please write the corresponding letter on the blank line. There is only one correct answer for each. Make sure to read each prompt carefully. Each question is worth one point.

1) A. Stock Market____Allocating money behind a project, expecting long-term profit

2)B. Market Cap____Place where portions of public companies can be bought

3)C. Diversification____The amount a business/company is valued at or worth

4)D. Investing____Total number of shares available for purchase

5)E. Shares Outstanding____Ex: "Don't put all your eggs in one basket"

II.True or False

Read each of the following statements and determine if they are TRUE or FALSE. Make sure to highlight the correct answer OR write out the word 'True' or 'False'. The question will be marked incorrect if the answer is not legible. Each question is worth a total of two points.

6)Mary knows 'ABC' is more valuable because it's listed at $217.32/share compared to 'DEF' listed at $59.03/share

TF

7)Apple's 52-Week Range shows the average price of a share over the last year

TF

8) While nothing is guaranteed, one is able to reduce/limit levels of risk when investing

TF

9)The Stock Market Crash of 1945 resulted in millions of unemployed workers

TF

10)A share is a piece, or part, of a public business that can be purchased

TF

III.Multiple Choice

Read each of the following questions carefully. There is only one correct answer for each question. Eliminate incorrect answers to increase the likelihood of a correct selection. Please make sure to highlight the correct answer in one, single color. Each question is worth a total of one point.

11) R.O.I. stands for:

a) Rising on Interestb) Return on Interest

c) Return on Investmentd) Redirecting over Income

12)All of the following are examples of investing, EXCEPT:

a) Savings Accountb) Property / Real Estate

c) Stock Marketd) Saving spare change

13)What does the sector/industry tell an investor about a particular company?

a) Field of business/productb) How well the company performs

c) The price of a single shared) The physical location of the business

14)What two factors are multiplied to calculate market cap?

a) Shares Outstanding; R.O.Ib) Price of a Share; OPEN Price

c) Shares Outstanding; Price of a Share d) Total Debt; Net Income

15)What did employment peak at during The Great Depression / Stock market crash?

a) 5M; 5%b) 15M; 65%

c) 15M; 30%d) 1M; 30%

16)The full name of the S&P500 is _______________

a) Standard & Poor'sb) Silly & Pancakes

c) Samuel & Peak'sd) Schwartz & Paul

17)Where does the term 'share' come from?

a) Share was the first public companyb) Early expeditions sharing profits

c) Early expeditions sharing ship space d) First investor's last name was 'Share'

18)What is the significance of your spreadsheet's TOTAL PORTFOLIO VALUE column?

a) How much you gain/lost over one dayb) Cost of a single share

c) Value of your original investment todayd) First price available to be bought

19)Which of the following is a similarity between 401(k)'s and IRA's?

a) Matchingb) Unlimited contributions

c) Tax advantagesd) Provided by employer

20)What is the tax advantage for a 'ROTH' 401(k) or IRA?

a) Pay taxes now, not when you withdrawb) Don't pay taxes now, pay when withdraw

c) Never have to pay taxesd) Taxes are divided in half: now and later

21) What does 'safety' refer to in the context of investing?

a) Securing money in safe placeb) Reducing overall level of risk

c) Taking out insuranced) Waiting to invest your money until 45

22) What advantage does a business owner have by staying private and NOT going public?

a) Staying out of debtb) Dividing ownership

c) Make more moneyd) Retaining 100% ownership

23) What does the RUNNING CHANGE stand for on your investing spreadsheet?

a) Amount above/below original investmentb) Amount gained/lost over last check-in

c) Value of original investmentd) Amount of shares you own

24)In terms of investing, why do we consider starting early to be important?

a) More money to spendb) Less expensive to save when young

c) No risk involvedd) More time for money to grow

25)John Cross bought Netflix when it was listed at $325.94. It's currently listed at $303.22. What do we know about John's investment?

a) He gained moneyb) We don't know; Not enough info

c) He lost moneyd) None of the above