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  • 2.3 Save Invest or Spend

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    Arko
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    The document discusses three investment options: investing in the stock of Apple, investing in a mutual fund through USAA Victory Capital, and investing in a CD through USAA. The Apple stock is described as a large cap stock with high risk that could gain or lose value over the years. The mutual fund is said to have moderate risk and a chance over 70% that the money would increase due to diversification across different stocks and bonds. The CD is characterized as having low risk, guaranteed interest gains over 5 years, and the ability to roll the money into other CDs or investments.

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    The document discusses three investment options: investing in the stock of Apple, investing in a mutual fund through USAA Victory Capital, and investing in a CD through USAA. The Apple stock is described as a large cap stock with high risk that could gain or lose value over the years. The mutual fund is said to have moderate risk and a chance over 70% that the money would increase due to diversification across different stocks and bonds. The CD is characterized as having low risk, guaranteed interest gains over 5 years, and the ability to roll the money into other CDs or investments.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
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    6 views1 page

    2.3 Save Invest or Spend

    Uploaded by

    Arko
    The document discusses three investment options: investing in the stock of Apple, investing in a mutual fund through USAA Victory Capital, and investing in a CD through USAA. The Apple stock is described as a large cap stock with high risk that could gain or lose value over the years. The mutual fund is said to have moderate risk and a chance over 70% that the money would increase due to diversification across different stocks and bonds. The CD is characterized as having low risk, guaranteed interest gains over 5 years, and the ability to roll the money into other CDs or investments.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
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    2.03 Save, Invest, or Spend?

    1. Apple
    2. 1-800-275-2273 or support.apple.com
    3. One Apple Park Way, Cupertino, CA 95014
    4. Large Cap Stock
    5. High Risk
    6. 14.32%
    7. $500
    8. I am interested in this investment because I want to know what will happen to my money when
    I partake in a large-cap stock. It will probably gain and lose interest in the upcoming years. I can
    invest into more, which can build up over time.

    1. USAA Victory Capital


    2. Mutual Funds
    3. Military Affiliated
    4. Mutual Funds
    5. Moderate Risk
    6. Over 70% to see money increase
    7. $500
    8. I chose a mutual fund because it’s a low investment rate and the money I use can be used as
    stocks or bonds. If I lose money in one area of investment, I’ll still have money in other areas so I
    won’t have a total loss. It’ll take time to see a return

    1. USAA
    2. 1-800-531-8722
    3. 9800 Fredericksburg Road, San Antonio, TX 78288; Military Affiliated
    4. CD
    5. Low Risk
    6. 5 years
    7. $1000
    8. My money will be safe and will gain interest over a period of time. I will have the option to roll
    the money to other CDs or investments.

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