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Day 30 of 30 · 20 min

Final assessment and learning summary

By the end of this lesson you can
  • Test yourself across all four weeks
  • See your strengths and the topics to revisit
  • Close or continue your Paper Challenge

How the assessment works

Fifteen questions cover the whole course. Your answers are checked on the server and explained one by one. Your learning summary then combines this assessment with your lesson quizzes to show strong topics and topics to revisit, with links back to the lessons.

After the course

Keep the paper portfolio running, or complete the challenge to save a dated record of your result versus SPY. Revisit any lesson at any time; progress stays where it is.

Try it in VEXA
Real data, so the numbers will differ from the lesson’s examples.
Final assessment · 15 questions
1What does owning a share mean?
2What does an index fund do?
3A buy limit order at $25 can fill at:
4$1,000 rises 25% then falls 20%. Final value?
5At 8% a year, the rule of 72 says money doubles in about:
6A 15% holding falls 60%. The portfolio falls about:
7Revenue $500M, operating income $75M. Operating margin?
8Price $80, EPS $4. P/E?
9Profit is positive but operating cash flow is negative. First thing to check?
10RSI above 70 is best described as:
11A chart’s higher highs and higher lows indicate:
12You allow at most $250 loss per idea and expect a possible 50% fall. Max position?
13The best of 500 tested strategies shows 40% a year. Main concern?
14How is VEXA’s Score built?
15Your paper portfolio returned 3% and SPY 5% over the same dates. Excess return?

Key takeaways

  • Revisit the topics your summary flags.
  • Keep a journal and a written set of rules.
  • Use broad funds as a core, research before picking, and size every idea by what it could cost you.
Your learning summary