Investment Portfolio

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Investment Portfolio
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0.01 MB   |   2 pages

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This assignment is great for Personal Finance. Students create a portfolio for a client based upon a certain age and dollar amount. Students select from investment options like bonds, mutual funds, index funds, stocks, and real estate. In this activity students combine a knowledge of investments with risk and return.

I print out the slips for age and dollar amount and have each student draw from a bowl. I provide the students with colored pencils to create the pie charts. This is a good summative assessment after covering investments.
Total Pages
2
Answer Key
Does Not Apply
Teaching Duration
45 Minutes

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Investment Portfolio