This resource includes a complete stock market course suitable for adults or high school aged students. The materials included could be used as part of an economics or social studies course. They could also be used as part of a school investment club or elective course. With your purchase you will receive:
Balance Sheet Handout
- This handout educates students on the terms income, expense, asset, and liability; it is strongly influenced by Robert Kiyosaki and his clear definition of what an "asset" is. The handout examines the different economic paradigms of the wealthy, the middle class, and the working class, and what each does with its money on payday.
- Two real life portfolios created by me which I share with students, one a concentrated portfolio with 12 stocks and another a diversified one with 26 stocks. Both contain elements of dividend growth investing, but the concentrated one has a greater emphasis on capital gains and the diversified one has a greater focus on income.
Corporate Awareness Assignment
- Educates students on the difference between public and private companies, and gets them to be more aware of our corporatized world. Students are challenged to identify all the companies that produce products that use every day and use that awareness to find investment opportunities.
Inflation vs. Investment Assignment
- Students are educated on the perfidious effects of inflation on their savings accounts, and are shown the power of stock market gains at combating those dangers.
Introduction to Stocks Packet
- This work packet includes all fundamental concepts and terms including primary market, secondary market, dividend, bull market, bear market, diversification, and so forth.
- This Powerpoint overviews all the major ideas for a novice investor, and compares the investing styles of Warren Buffett (the archetypal buy-and-hold style investor) to George Soros (the famous short-seller).
Parable of the Talents
- Examines the biblical idea that the rich get richer, and shows students they need to develop personal accountability when it comes to their financial futures.
Stock Simulator Game
- Students create their own simulated stock portfolio, which they trade on and select public companies to invest in.
Portfolio Analysis Assignment
- Students evaluate their stock portfolios after several months to a year, exploring their results and in the process developing from a novice to an intermediate level of experience with investing.
With access to my shared drive you will be able to download any of the above materials at your convenience.