- Lab
- Lab Details
The Investment Expedition
- Price per Classroom$5 00
- Type Individual Activities
- Duration 2 Hours
- Activities 40
- Grade 7-12
- Ideal For Middle School, High School,
Lab Description
Welcome to our comprehensive Investment lab, where we delve into the fascinating realm of investing and equip you with the knowledge and skills to make sound financial decisions. Throughout this course, we explore a wide range of concepts and strategies, providing you with a solid foundation in the world of investments.
The lab covers the following:
- Introduction to Investing: We begin by introducing the fundamental principles of investing, including the importance of setting financial goals, understanding risk and return, and the power of compounding.
- The power of compounding and the effect of time in compounding using interactive simulation
- Investment Vehicles: Dive into the various investment options available, such as stocks, bonds, and funds.
- Stocks - Introduction to stocks, understanding how events affect the stock price, writing activities, analyzing stock performance using interactive worksheets
- Stock exchanges and interactive simulation of a stock exchange
- Bonds and types of bonds
- Investment risk, managing risk, and interactive simulations showing the effect of diversification and long-term investment.
- Funds and interactive worksheet to design custom funds from ten given stocks and simulation to observe their performance over 20 years.
- Investment strategies and tips for new investors.
- Writing activities, review questions, and much more
Throughout the course, students will engage in interactive worksheets and practical exercises, enabling them to apply the concepts learned and reinforce their understanding. Additionally, our stock market simulations will provide students with hands-on experience in buying and selling stocks, tracking portfolio performance, and making informed investment decisions in a simulated environment.
Who this course is for
Middle and high school students
Award Ceremony & Certificates
NA
Activities (158 Minutes)
Sub Activities
- Quick Start Activity
Sub Activities
- Review Questions
Sub Activities
- Effect of Time in Compounding
Sub Activities
- Review Questions
- Doughnut Stock Trend
- More events
- Volkswagen Share Price Drop
- More about stocks
- Review Questions
Sub Activities
- Analyzing Performance
Sub Activities
- Review Questions
- Share Market Simulation
Sub Activities
- Review Questions
- Types of Bonds
- Review Questions
Sub Activities
- Review Questions
Sub Activities
- Invest for the Long Term
- Diversifying investment
Sub Activities
- Review Questions
Sub Activities
- Review Questions
Sub Activities
- Interviewing Warren
Completion (0 Minutes)
- Price per Classroom$5 00
- Type Individual Activities
- Duration 2 Hours
- Activities 40
- Grade 7-12
- Ideal For Middle School, High School,
National Standards in Financial Education
Students will know that Investors in financial assets expect an increase in value over time (capital gain) and/ or receipt of regular income, such as interest or dividends .. Students will use this knowledge to 8-1a . List the potential benefits of investing money in a financial asset . 8-1b . Explain why some people might prefer to buy investments that grow in value over time instead of investments that pay regular income .
Students will know that Common types of financial assets include certificates of deposit (CDs), stocks, bonds, mutual funds, and real estate .. Students will use this knowledge to 8-2a . Define common types of financial assets . 8-2b . Demonstrate how to find the current prices of stocks, bonds, and mutual funds . 8-2c . Discuss how some financial assets can be harder to sell quickly (e .g . stocks traded on an exchange versus real estate) .
Students will know that Investors who buy corporate or government bonds are lending money to the issuer in exchange for regular interest payments .. Students will use this knowledge to 8-3a . Compare corporate and government bonds . 8-3b . Calculate the amount of annual interest income an investor would receive from a corporate bond offering at a given coupon interest rate .
Students will know that Investors who buy corporate stock become part-owners of a business, benefit from potential increases in the value of their shares, and may receive dividend income .. Students will use this knowledge to 8-4a . Select a stock and find the dividends it paid last year and how much the price of the stock has changed over the year . 8-4b . Explain the potential risks and rewards of investing in corporate stock .
Students will know that Instead of buying individual stocks and bonds, investors can buy shares of pooled investments such as mutual funds and exchange-traded funds (ETFs) .. Students will use this knowledge to 8-5a . Explain the concept of investment diversification both within and among different asset classes . 8-5b . Discuss the advantages and disadvantages of investing in a diversified stock or bond mutual fund versus individual stocks and bonds .
Students will know that Different types of investments expose investors to different degrees of risk .. Students will use this knowledge to 8-6a . Compare rates of return on different types of investments and order them by risk . 8-6b . Identify investments that would be most appropriate for people who are uncomfortable with taking financial risk .
Students will know that The benefits of compounding for building wealth are greatest for people who invest regularly over longer periods of time .. Students will use this knowledge to 8-7a . Explain the concept of compounding . 8-7b . Estimate the future value of a lump sum invested today for a specified period of time and rate of return . 8-7c . Estimate the future value of a regular series of equal annual investments for a specified period of time and rate of return . 8-7d . Demonstrate the difference in wealth accumulation for a person who begins to invest regularly at age 30 versus someone who starts at age 40 .