21st Century Student FinLit -Getting Personal SW

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LET’S PRACTICE

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Investment Grid Complete the grid below to highlight the features of some popular investments. (RE = Real Estate)

Commercial RE

Mutual Fund Collectible

Stock

Bonds Residential RE

REIT

aka equity securities aka debt securities traded on a securities exchange represents ownership in a corporation formed by pooling investors’ money learn about it before investing in it! profit subject to capital gains tax investment risk ranges from low to high like an IOU Ratings include AAA, BBB, C, etc aka debenture may be issued by a government professionally managed part of a balanced portfolio repaid at maturity date Ratings: “underperform” “outperform” issued to raise capital bought through brokerage account may provide an income stream like a basket of investments often with a specific focus can be common or preferred low liquidity

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Chapter 11 | Investing 101 212

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