Creating an Investment Portfolio for a Client and Investing Question Set

Creating an Investment Portfolio for a Client and Investing Question Set
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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.

Save $$$ by purchasing this product as part of the Personal Finance Project Bundle.

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

Save $$$ by purchasing this product as part of the Investing Unit Bundle or Investing and Retirement Unit Bundle
Total Pages
3 pages
Answer Key
Included
Teaching Duration
45 minutes
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