Funds and portfolios bootcamp exam
How growth works and how funds are built. Education only. This exam mixes questions from every lesson in the track. Each explanation links to the lesson it came from.
- See how compound interest builds over time
1. What makes compounding powerful?
- See how compound interest builds over time
2. Roughly how long to double at 9% (rule of 72)?
- Understand index funds, diversification and fees
3. An index fund…
- Understand index funds, diversification and fees
4. A 0.40% expense ratio on $20,000 costs about…
- What is an ETF? Understand the basket behind a share
5. An ETF share gives you…
- What is an ETF? Understand the basket behind a share
6. ETFs trade…
- Compare ETFs and mutual funds without the jargon
7. “Index fund” describes…
- Compare ETFs and mutual funds without the jargon
8. Mutual funds trade…
- Understand the S&P 500 and what it leaves out
9. The S&P 500 tracks…
- Understand the S&P 500 and what it leaves out
10. It is weighted by…
- Explore total market funds and check the overlap
11. A total US market fund holds…
- Explore total market funds and check the overlap
12. Why do total market and S&P 500 funds move similarly?
- Understand international diversification and currency risk
13. International stocks add which extra risk?
- Understand international diversification and currency risk
14. A total world fund holds…
- Look beyond the story of a sector or thematic fund
15. A sector fund holds…
- Look beyond the story of a sector or thematic fund
16. A main risk of thematic funds is…
- Understand a three-fund portfolio and rebalancing
17. The three funds are…
- Understand a three-fund portfolio and rebalancing
18. Rebalancing means…
- Learn dollar-cost averaging: a schedule instead of market timing
19. With a fixed amount, when prices fall you buy…
- Learn dollar-cost averaging: a schedule instead of market timing
20. The biggest DCA mistake is…
Lesson tests in this bootcamp
- See how compound interest builds over time
- Understand index funds, diversification and fees
- What is an ETF? Understand the basket behind a share
- Compare ETFs and mutual funds without the jargon
- Understand the S&P 500 and what it leaves out
- Explore total market funds and check the overlap
- Understand international diversification and currency risk
- Look beyond the story of a sector or thematic fund
- Understand a three-fund portfolio and rebalancing
- Learn dollar-cost averaging: a schedule instead of market timing