KEY WS - CHAPTER IX- ASSEMBLING YOUR OPPORTUNITY PORTFOLIO

_______ 1. They refer to a portion or share of a company and the most common component of an
investment portfolio. They are source of income because as a company makes profits
_______ 2. This stock is more like a bond than common stock that give investors some level of
ownership in a company, but the shareholders do not have voting rights.
_______ 3. In the Philippines, ______issuance came from various sectors, mostly banks, real estate
and telecommunication companies, toll way operators and a beer-based conglomerate
_______ 4. This investment enables individuals to obtain loans directly from other individuals, cutting
out the financial institution as the middleman.
_______ 5. It is a legal claim against the assets of an individual or business who fails to pay taxes
owed to the government.
_______ 6. These are issued by governments and corporations when they want to raise money and
comes with a maturity date, which means the date the principal amount used is to be returned with
interest.
_______ 7. A set of financial assets owned by an investor that may include bonds, stocks,
currencies, cash and cash equivalents, and commodities.
_______ 8. Type of digital or virtual money. It serves as ordinary money, such as dollars, pounds,
euros, yen, etc., but it has no physical counterparts.
_______ 9. Any kind of business or commercial transaction that includes sharing information across
the internet.
_______10. They may be assets whose value can grow and multiply, such as gold, oil, and real estate.
They are commonly less widely traded than traditional investments such as stocks and bonds.
_______11. Portfolio that focuses on making money through dividends or other types of distributions to
stakeholders. These companies are somewhat like safe defensive stocks but should offer higher yields.
_______12. Building a ____ portfolio means venturing into other investments, such as bonds,
commodities, real estate, and even art.
_______13. The key to a successful portfolio is ________investments.
_______14. In the investment industry, _____ is defined as the percentage of a portfolio that is sold in
a particular month or year.
_______15. The objective of investment where many investors, invest to receive capital gains.
_______16. The objective of investment where many investors preferred investments such as fixed
deposits, savings accounts, government bonds, etc.
_______17. This portfolio is closest to a pure gamble and presents more risk.
_______18. This portfolio includes those stocks with a high-risk/high-reward proposition. Stocks in
this category typically have a high beta, or sensitivity to the overall market.
_______19. Stocks that do not usually carry a high beta and are fairly isolated from broad market
movements.
_______20. Stocks that are most sensitive to the underlying economic business cycle.