Products in this Bundle (14)
The main goal of this worksheet is to help students understand the impact of compounding. Through a graphical method, they will learn the difference between simple and compound interest. Furthermore, as the investment duration increases, they will grasp the effect of compounding.
Students will use an Interactive Worksheet to realize the effect of savings account duration on compound interest earned. They will explore how an extra small contribution can lead to a bigger interest due to compounding.
In this worksheet, students will compare a normal savings account with two stock market investment schemes. By adjusting the investment duration and amount, they will learn that savings provide consistent returns, while investments have higher potential for both growth and loss.
Students will witness that the share price of a company, and to the market in general, can be influenced considerably by various series of events.
Students will participate in a simulated stock market, where they can actively buy and sell shares of an electric car company over a span of 360 days. Students will encounter various market events that influence share prices, presenting them with opportunities and challenges
Students will analyze the change in share prices of three stocks - Microsoft, Tesla, and Apache Corporation - over a 10-year period. They will understand that not every stock will give positive returns and the importance of timing in the market.
In this investment worksheet, students analyze the financials and historical share prices of NVIDIA and Apple. They learn about key financial metrics like P/E ratio, Market Cap, Revenue, Net Income, and EPS. This activity introduces these terms and helps students understand their importance in investment analysis.
In this worksheet, students learn about dollar cost averaging by running a 10-month simulation, investing $250 monthly in a fictitious company's stock. They calculate units bought and investment value each month and compare results with a lump-sum $2500 investment made in the first month to understand potential losses.
In this simulation, students are given $10,000 to invest in shares from three companies: Moon Pharma (Low risk), SoftwareCon (Medium risk), and Concrete Constructions (High risk). They will evaluate risk profiles, allocate funds strategically, and aim to achieve a minimum profit of $20,000.
In this worksheet, students analyze the historical share prices of Chipotle Mexican Grill to understand long-term investment benefits. They will learn to look beyond short-term fluctuations, focusing on how patience and persistence can lead to potential growth in investments.
Students will explore the total interest that can be earned by launching saving endeavors at different ages with a goal of retiring at the age of 65.
In this worksheet, students will forecast their retirement savings needs based on their current age and annual expenses. They will explore how starting early and saving regularly impacts financial security in retirement. Using a retirement calculator, students can adjust variables to see the effect on required monthly savings.
Students will choose any of the 5 investment schemes from a drop-down, find out the possible returns after 30 years, and the possible risk of losing all money by the end of 30 years.
Students will analyze the share prices of Lowe's over the last 23 years, understand the trend and patterns in the share price, and through review questions, they will realize the benefit of investing early.
Description
This comprehensive bundle of 14 interactive investment worksheets is designed to provide students with a robust understanding of various investment concepts and strategies. Each worksheet engages students through practical activities, simulations, and real-world scenarios, ensuring a thorough and engaging learning experience. Here’s an overview of the worksheets included:
- Simple vs. Compound Interest: Power of Compounding: The main goal of this worksheet is to help students understand the impact of compounding. Through a graphical method, they will learn the difference between simple and compound interest. Furthermore, as the investment duration increases, they will grasp the effect of compounding.
- Recurring Monthly Deposits: Students will use an Interactive Worksheet to realize the effect of savings account duration on compound interest earned. They will explore how an extra small contribution can lead to a bigger interest due to compounding.
- Savings vs. Investment: Students will compare a normal savings account with two stock market investment schemes. By adjusting the investment duration and amount, they will learn that savings provide consistent returns, while investments have a higher potential for both growth and loss.
- How Shares Work and How Events Affect Share Prices: Students will understand the meaning of shares, how they represent ownership in a company, and witness that the share price of a company, and to the market in general, can be influenced considerably by various series of events.
- Stock Market Simulation: Students will participate in a simulated stock market, where they can actively buy and sell shares of an electric car company over a span of 360 days. Students will encounter various market events that influence share prices, presenting them with opportunities and challenges
- Analyzing Microsoft, Tesla, and Apache Stocks: Students will analyze the change in share prices of three stocks - Microsoft, Tesla, and Apache Corporation - over a 10-year period. They will understand that not every stock will give positive returns and the importance of timing in the market.
- Analyzing Financials of Apple and Nvidia: In this investment worksheet, students analyze the financials and historical share prices of NVIDIA and Apple. They learn about key financial metrics like P/E ratio, Market Cap, Revenue, Net Income, and EPS. This activity introduces these terms and helps students understand their importance in investment analysis
- Dollar Cost Averaging: In this worksheet, students learn about dollar cost averaging by running a 10-month simulation, investing $250 monthly in a fictitious company's stock. They calculate units bought and investment value each month and compare results with a lump-sum $2500 investment made in the first month to understand potential losses.
- Investment Simulation: Diversifying For Profit: In this simulation, students are given $10,000 to invest in shares from three companies: Moon Pharma (Low risk), SoftwareCon (Medium risk), and Concrete Constructions (High risk). They will evaluate risk profiles, allocate funds strategically, and aim to achieve a minimum profit of $20,000.
- Invest For The Long Term - Risk Management: In this worksheet, students analyze the historical share prices of Chipotle Mexican Grill to understand long-term investment benefits. They will learn to look beyond short-term fluctuations, focusing on how patience and persistence can lead to potential growth in investments.
- Retirement Calculation: In this worksheet, students will forecast their retirement savings needs based on their current age and annual expenses. They will explore how starting early and saving regularly impacts financial security in retirement. Using a retirement calculator, students can adjust variables to see the effect on required monthly savings.
- Risk-Reward Analysis: Students will choose any of the 5 investment schemes from a drop-down, find out the possible returns after 30 years, and the possible risk of losing all money by the end of 30 years.
- Retirement - Start Saving Early: Students will explore the total interest that can be earned by launching saving endeavors at different ages with a goal of retiring at the age of 65.
- Sample Investment Opportunity: Students will analyze the share prices of Lowe's over the last 23 years, understand the trend and patterns in the share price, and through review questions, they will realize the benefit of investing early.
These interactive worksheets are designed to equip students with essential financial literacy skills, empowering them to make informed investment decisions. Through hands-on activities and real-world applications, students will develop a strong foundation in personal finance and investment strategies, preparing them for future financial success.