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Mutual Funds

Collectibles

andMutual Funds

Precious Metals

Gems Real Estate

True or False

Aggressive growth funds are considered high risk of loss but also offer a chance for high

returns

What is

True?

True or False

Index funds hold stocks

and bonds that react in the same way as the stock or bond markets.

What is true?

The fund that attempts to reduce risk by investing in a mixture of stocks and bonds

What is

a balanced fund?

The fund that invests in safe, liquid securities with

little risk

What is a money market fund?

The market price per unit of the mutual fund

What is Net Asset Value (NAV)?

Collection of valuable or rare

items

What is

a collectible?

True or False

Coins and antiques are investments known as

collectibles

What is true?

The website that we discussed as an example to

research collectibles

What is eBay?

The fee you pay the broker when you buy into

the mutual fund (investment).

What is a front end load?

The legal document that offers mutual fund shares for sale. It discusses the

fund’s objectives and past performances. It will not provide investing advice nor discuss the

current state of the economy.

What is a prospectus?

True or False

The estimated value of gold is currently over $1,000 an

ounce.

What is true?

True or False

The estimated value of silver

is currently over $1,000 an ounce.

What is false?

Tangible metals that have known and

universal value.

What are precious metals?

The only pure gold (hint –

not the carrots you

eat).

What is 24-karat gold?

Gold and silver may be purchased as

coins, medallions, jewelry or __________.

(Hint: not soup)

What is bullion?

True or False

Diamonds are so expensive and rare, there is no process

available to produce a comparable (manmade)

substitute in a lab.

What is false?

Natural precious stones such as

diamonds, rubies, sapphires, and

emeralds.

What are gemstones or gems?

The natural gem made from carbon.

What is a diamond?

The 4C’s that should be considered when

purchasing a diamond are: cut, ________, color, and carat

(weight).

What is clarity?

A brilliant diamond has an

ideal cut when it allows light to go into the diamond from the top and

is reflected ______.

What is back through the top?

A loan to purchase real estate

What is a mortgage?

The increase in value of a property.

What is appreciation?

Normal wear and tear on a property (building).

What is depreciation?

Because a property can take months or

years to sell investing in real

estate is considered a(n) __________

investment

What is illiquid (or one of the least liquid investments)?

Benefits to purchasing a rental property include positive cash

flow (income), anticipated appreciation (increase in value)

and __________.

What are tax advantages?

Investing in real estate involves buying land and buildings and is a good way to combat or curb ____________.

What is inflation?

FINAL JEOPARDY

The country of origin for the Kitco company, a company that buys and sells precious metals.