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 and Bonds PPT, Mutual Funds PPT, and Other Investments PPT. Check out my store Business Girl for these files.