I use this assignment with my Personal Finance classes. This activity is a MODIFIED version of my Investment Formative Assessment. I use this version for my students with an IEP or ESL. This activity assesses the student's ability to:
Explain the relationship between risk and return
Identify good and bad investment choices
Discuss investment philosophies
Analyze a portfolio of investments for a client based on an investment philosophy
This assignment goes well with my Stocks & Bonds PPT, Mutual Funds PPT, and Other Investments PPT. Check out my store Business Girl for these files.