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Series 65 > Part 2 > Flashcards

Part 2 Flashcards

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Series 65 flashcards
1
Q

Monetary Policy

A

Federal reserve board- “Money”

reserve requirements, discount rate, and open market operations

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2
Q

Top down

A
  1. economy 2. industry 3. company
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3
Q

Leading

A

where economy is headed

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4
Q

Lagging

A

Where we’ve been

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5
Q

Positive Yeild

A

yields increase as maturities lengthen

greater risk, greater return

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6
Q

Negative/ inverted yield

A

short term maturities higher yield than long-term

most sensitive to fed policy

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7
Q

balance sheet

A

assets - liabilities

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8
Q

Assets

A

current or fixed

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9
Q

liabilities

A

current or long term

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10
Q

income statement

A

period of time

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11
Q

income statement

A

sales (revenues) - expenses = operating costs

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12
Q

net income

A

operating income - interest and taxes

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13
Q

Form 8K

A

event-driven, where new things are shown

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14
Q

Future value

A

what will an investment make today at a given rate of return be worth at some point in the future

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15
Q

future value

A

rate of return

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16
Q

Present value

A

How much needs to be invested today at a given rate to equal a specified value at a point in the future

17
Q

Present value

A

the future goal, time to reach the goal, the anticipated rate of return, required contribution to reach goal

18
Q

Present value formula

A

PV= FV + (1+r)N

R= rate of return
N= number of years
19
Q

Net Present value

A

subtract the cost of the investment from the present value of the future returns

20
Q

Internal rate of return

A

the discount rate that results in a net present value of zero for a series of future cash flows

21
Q

Beta

A

a measure of stock’s co-movement relative to a benchmark

Measures systematic risk, associated with market risk in general

22
Q

Alpha

A

Compare the actual return in excess of the risk-free rate to the expected return

23
Q

standard deviation

A

measures the volatility of an investment compared with past returns

24
Q

interest rate risk

A

as interest rates go up, fixed income prices go down and vice versa

25
Q

inflation (purchase power) risk

A

erosion of buying power of the local currency unit

impact on fixed-dollar investments

26
Q

liquidation priority

A

secured debt, general creditors, subordinated debt, preferred stockholder, common

Series 65 (4 decks)

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