The Investment Expedition
⬇ Download Teacher GuideDive into the world of investing with our comprehensive and interactive Investment Lab. This lab is designed to equip students with essential financial literacy skills through engaging activities and real-world examples. The lab is divided into five sections
- Introduction to Investing
- Stocks & Stock Market
- Risks & Managing Risk
- Funds & Bonds
- Invest for Retirement & Conclusion
Key topics covered in each section include:
Introduction to Investing
- Difference between saving and investing
- Importance of investing
- Understanding compound interest & impact of starting investments early using interactive worksheets
- How inflation affects savings and using investments to beat inflation, interactive inflation calculator
- Overview of stocks, bonds, mutual funds, ETFs, and other investment options
Stocks & Stock Market
- What are stocks? How it represents ownership in a company
- Simulation of John's Doughnut business's stocks
- Writing activities such as investigating Volkswagen share price drop
- Stock exchanges
- Interactive share market simulation (teacher will present a leaderboard based on the profit each student gets from the simulation)
- Interactive worksheet to analyze the performance of Microsoft, Tesla and Apache
- Importance of financial statement analysis and worksheet to analyze financial data of Apple Inc. and NVIDIA Corp.
- Stock Market Indices
Risks & Managing Risk
- Understanding risks associated with Investment
- Interactive worksheet to manage risk by Investing for Long Term
- Interactive worksheet demonstrating the power of diversification
- Interactive worksheet demonstrating the power of Dollar Cost Averaging
Funds & Bonds
- Understand what bonds are and the types of bonds
- Understanding funds
Invest for Retirement & Conclusion
- Understanding the importance of saving for retirement
- Interactive retirement calculator
- The story of Warren Buffet
- Tips for new investors
- Writing letter to parents
- This lab is ideal for high school students looking to build a strong foundation in financial literacy and investment strategies.
Student Feedback
How and what to do when it comes to investing
I will remember all of the stock activities
The fact that we can sit and do it at our own pace. Not the speed of the teacher giving the notes.
I had no clue about investments for my future. Now I do.
When investing, it is most important to give it time. You must be patient in order to get the maximum amount out of your investment.
I will remember the importance of starting to invest earlier in life to get a bigger income.
I remember it being extremely helpful
What I will remember most from this lab is the different amount of investments provided and stocks
Knowing how to understand the risks of investing and knowing it takes time to gain the money you want.
Compound investments and stock
How different levels of risk have a huge effect on how much money you are getting back in returns.
I will remember the interactive activities the most, especially the ones where you could change things and experiment with your money to get a feel of how the stock market really is.
The investment games
Not all investments will succeed, but it is still a smart idea to invest for your future.
The investing simulator
Investments don't always work and you should always research what you want to spend money on.
The investment games.
How you had to actually do math in the real world and use it towards saving and investing in things
Why I should probably invest
How easily the stock market can change.
Investments aren't guaranteed by the risk rate, the lowest risk could make you the least amount of money.
the simulations, it helped me understand
When to buy and sell shares.
I will remember that stock markets are and can be very risky.
Risk management, diversification, and consistency.
How fun and exciting it was.
To diversify your investments and research before investing.
to improve my investment skills
The bonds and how outside events can affect the stock market
I will remember to check the risk factor of stocks in the future.
How to invest correctly and how to keep your stocks and bonds under control.
The idea of compound interest
The simulations.
How interesting investing is.
how quickly stocks change over time
The fact that some stock prices can change so suddenly.
when and how to invest and risks
I will remember investing
the warren buffet story
You have to do your research before investing because it can be risky. Mutual funds are a good way to invest in a diversified portfolio. Stocks can have a nice return when investing but you can also lose your money if they go down. Choose wisely.
to idolize 90 year old white men born in the 30s into wealthy families.
Investing in multiple pools
diverisifying your investments so there is less of a risk
how powerful compounding is and the differences between the intrests.
The value of investing early
Market fluctuation
