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Stock Market Risk Tolerance Flashcards | StudBud
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Stock Market Risk Tolerance
Stock Market Risk Tolerance
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1. Teddy is 26, single, and has just gotten a new job at high salary. His risk tolerance is:
Conservative
Speculative
Moderate
2
3. Bill is 62 and he and his wife will retire in three years and want to invest now.
Speculative
Moderate
Conservative
3
Bridget is 50, has one teen child, and a good job. She wants to invest for retirement.
Moderate
Speculative
Conservative
4
2. Joan is a 55 y/o single mom with two children. She wants to invest money for the future and has 6 yrs.
Conservative
Speculative
Moderate
5
5. Monique and Harrison are in their forties and have two kids. They have a house and loans:
Moderate
Conservative
Speculative
6
10. Henry is 68, retired, and is very healthy and active. He has $20,000 to invest.
Moderate
Speculative
Conservative
7
Devon is 45, has a home, makes a good salary, and has no kids. He wants to invest for 10 years
Speculative
Moderate
Conservative
8
8. Sam is 35, and his salary just pays his bills for his family. He inherited $2,000 to invest
Speculative
Moderate
Conservative
9
7. Blair is 20, almost finished with college, and has a few hundred dollars to invest
Moderate
Speculative
Conservative
10
If you buy stock in a young biotech company with a short company history -what risk tolerance?
Conservative
Moderate
Speculative
Dumb move
11
4. Tasha is 8. Her parents gave her some money and she wants to invest it for college.
Speculative
Moderate
Conservative
12
9. Lisa is 27 and has a good salary. She has $5,000 and wants to make it $25,000 in 5 years
Moderate
Speculative
Conservative
13
In general, what kind of investment is a Mutual Fund?
Moderate
Speculative
Conservative
Smart one