Building a Portfolio Roadmap

Instructions:

Choose an answer and hit 'next'. You will receive your score and answers at the end.

question 1 of 3

A collection of investments and financial assets like stocks and bonds is known as what?

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1. Those that invest their money in a business are called what?

2. Which one is NOT a step in a portfolio roadmap?

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About This Quiz & Worksheet

How are portfolio roadmaps built? The quiz and worksheet are here to help you see what you know about this process and the steps it involves.

Quiz & Worksheet Goals

The goal of these tools is to check your knowledge of the following topics:

  • An organizational constraint for portfolio roadmaps
  • Process of making the most out of the stakeholders investments so that goals are accomplished
  • Name for a collection of investments and financial assets like stocks and bonds
  • People who invest their money in a business
  • Steps in portfolio roadmaps

Skills Practiced

  • Reading comprehension - ensure that you draw the most important information from the lesson on building a portfolio roadmap
  • Information recall - access the knowledge you have gained about the steps involved in a portfolio roadmap
  • Interpreting information - verify that you can read information about the name for people who invest their money in businesses and interpret it correctly

Additional Learning

Work through the lesson named Building a Portfolio Roadmap to keep learning about these investment strategies. These topics can be examined in further detail:

  • What portfolio roadmap refers to
  • Examples of an organizational constraint
  • The last step in a portfolio roadmap
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