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Investment Portfolio

Investment Portfolio
Grade Levels
Product Rating
4.0
6 ratings
File Type

Word Document File

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13 KB|2 pages
Product Description
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 pages
Answer Key
Does not apply
Teaching Duration
45 minutes
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