Portfolio Weight, Return & Variance: Definition & Examples

Instructions:

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

question 1 of 3

A(n) _____ is a collection of financial assets or investments such as stocks, bonds, and cash.

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1.

You own the following portfolio investments:

-$4,000 of Stock A

-$6,000 of Stock B

-$3,000 of Stock C

What is the value weight of Stock B?

2. The weight of an investment portfolio refers to:

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About This Quiz & Worksheet

Understanding the vocabulary involved in investment is the first step in succeeding in the field. This quiz and worksheet test your understanding of concepts like portfolio weight, return, and investment, asking you to define these terms and other concepts.

Quiz & Worksheet Goals

These assessments cover the following topics:

  • The meaning of weight in investment portfolios
  • Understanding how to calculate return
  • Another word for how much an investor believes they will receive
  • What word means a collection of assets
  • Finding the value weight of a stock

Skills Practiced

This quiz and worksheet use the following skills:

  • Problem solving - use acquired knowledge to calculate return and value weight
  • Knowledge application - use your knowledge to answer questions about vocabulary related to investments
  • Information recall - access the knowledge you've gained regarding formulas for return and value weight

Additional Learning

Deepen your understanding of investment portfolios by reviewing the lesson titled Portfolio Weigh, Return & Variance: Definition and Examples. This lesson discusses the following terms:

  • Risk tolerance
  • Rate of return
  • Portfolio variance
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