Characteristics, Uses and Taxation of Investments - Sample Questions 14 - 19
- LEAPS® and Listed Options have in common the following:
- Contract terms
- Maturity dates
- Term to expiration
- III, IV
- I, II, IV
- I, II
- An investment in rare coins would possibly include the following benefits:
- A hedge against inflation.
- Appreciation potential.
- A ready secondary market.
- Liquidity and marketability.
- I, III
- I, II, IV
- I, II
- Private equity and tradable equities share all of the following features, EXCEPT
- Potential for capital appreciation.
- Possible total loss of one's investment.
- Ability to achieve alpha.
- None of the following investments has fixed income features, EXCEPT
- Aggressive Growth Mutual Fund.
- Stock index futures.
- Preferred stock.
- Fund of funds.
- Risks associated with collateralized mortgage obligations include:
- Lack of liquidity.
- Tax risk.
- Prepayment and extension.
- Unique to qualified retirement plans are the following investments:
- Target-dated Retirement mutual funds.
- Money Market Funds.
- Stable Value/guaranteed rate accounts.
- Balanced funds.
Investing BasicsBuying below the margin of safety minimizes the risk to the investor.
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