This is the perfect formative assessment to apply investment type knowledge. Part 1 includes open-ended questions about investments. In Part 2 students draw a client (an age/money amount-- provided) from a cup to create a portfolio and allocate money to different investments types based on the acceptable level of risk the individual could take on. This activity goes well with a Personal Finance or Banking and Finance course to assess knowledge of investments.
This activity assesses the student's ability to:
Explain the relationship between risk and return.
Identify good and bad investment choices.
Discuss investment philosophies.
Select investments for a client based on a risk level.
As an extension, advanced students can use the Internet to identify specific investments (stocks, mutual funds, index funds) that they would select for the portfolio.
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If you like this activity check out these other great resources from the Investing Unit:Hands-on Investment Pyramid
Mutual Fund Lesson Plan
Stocks and Bonds Lesson Plan
Investment and Retirement Test
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or Investing and Retirement Unit Bundle