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Account, investment, or ticker?

Three words that get mixed up on every first brokerage screen. An account is where money is held. An investment is what the money owns. A ticker is the short label a market uses for an investment. Sort twelve cards; guessing is fine.

Sort the cards

Think of it as a lunchbox: the box is the account, the food is the investment, and the name written on the lid is the ticker. Same food can go in different boxes.

What you will get

A score out of twelve and, for every card, which bucket it belongs in and why. Then the guide that puts accounts in the right order.

Then keep going

Account types401(k), IRA, brokerage: which account, and in what order.Guide → Simple starter portfoliosWhat to put inside the account: a few boring, durable options.Guide → Tickers and indicesWhat "SPY" actually means, and the S&P 500, QQQ, and the Dow.Lesson →