| Activities |
Introduction to Investment Concepts - Engage in a brainstorming session to discuss prior knowledge and perceptions about stocks, bonds, ETFs, and mutual funds, and introduce the essential question of how to create a diversified investment portfolio. (15 min)
Investment Portfolio Simulation Game Launch - Form teams and begin the interactive simulation game to create a mock portfolio with a set budget, making initial investment decisions based on provided market news and trends. (30 min)
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| Deliverables |
1. 1. Mock Investment Portfolio: Students will create a digital mock investment portfolio, including stocks, bonds, ETFs, and mutual funds, using a set budget.
2. 2. Presentation: Students will prepare and deliver a presentation detailing their investment strategies, decision-making process, risk analysis, and diversification strategies.
3. 3. Risk and Return Journal: Each student will maintain a 'Risk and Return Journal' documenting their reflections on portfolio management, risk-taking experiences, and socio-emotional growth.
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| Preparation |
1. 1. Secure access to a digital platform that simulates stock market trading, allowing students to build and manage their mock portfolios.
2. 2. Prepare a set of market news and trends scenarios for the simulation game to guide students' decision-making.
3. 3. Develop a template for the 'Risk and Return Journal' to guide students in reflecting on their experiences.
4. 4. Arrange for any necessary technological tools, such as computers or tablets, to ensure all students can participate in the simulation.
5. 5. Create guidelines and rubrics for the team presentations to provide clear expectations and assessment criteria.
6. 6. Organize the 'Financial Expo' logistics, including space, invitations to community members, and any materials needed for presentations.
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