KING, ALEXIS O.

BSA 2C
KEY WS - CHAPTER IX- ASSEMBLING YOUR OPPORTUNITY PORTFOLIO

STOCKS 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
PREFERED STOCK 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.
CORPORATE BOND ISSUANCE 3. In the Philippines, ______issuance came from various
sectors, mostly banks, real estate and telecommunication companies, toll way operators and a
beer-based conglomerate
PEER TO PEER LENDING 4. This investment enables individuals to obtain loans directly from
other individuals, cutting out the financial institution as the middleman.
TAX LIENS 5. It is a legal claim against the assets of an individual or business who fails to
pay taxes owed to the government.
BONDS 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.
INVESTMENT PORTFOLIO 7. A set of financial assets owned by an investor that may
include bonds, stocks, currencies, cash and cash equivalents, and commodities.
CRYPTOCURRENCY 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.
ONLINE BUSINESS 9. Any kind of business or commercial transaction that includes sharing
information across the internet.
ALTERNATIVE INVESTMENTS 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.
INCOME PORTFOLIO 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.
HYBRID 12. Building a ____ portfolio means venturing into other investments, such as bonds,
commodities, real estate, and even art.
DIVERSIFYING 13. The key to a successful portfolio is ________investments.
TURNOVER 14. In the investment industry, _____ is defined as the percentage of a portfolio
that is sold in a particular month or year.
GROWTH 15. The objective of investment where many investors, invest to receive capital
gains.
INCOME 16. The objective of investment where many investors preferred investments such
as fixed deposits, savings accounts, government bonds, etc.
SPECULATIVE PORTFOLIO 17. This portfolio is closest to a pure gamble and presents more
risk.
AGGRESSIVE PORTFOLIO 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.
DEFENSIVE STOCKS 19. Stocks that do not usually carry a high beta and are fairly isolated
from broad market movements.
CYCLICAL STOCKS 20. Stocks that are most sensitive to the underlying economic business
cycle.