The Investment Expedition
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ActiveLearningLabs

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Lab Description
Dive into the world of investing with our comprehensive and interactive Investment Lab. This lab is designed to equip students with essential financial literacy skills through engaging activities and real-world examples. The lab is divided into five sections
- Introduction to Investing
- Stocks & Stock Market
- Risks & Managing Risk
- Funds & Bonds
- Invest for Retirement & Conclusion
Key topics covered in each section include:
Introduction to Investing
- Difference between saving and investing
- Importance of investing
- Understanding compound interest & impact of starting investments early using interactive worksheets
- How inflation affects savings and using investments to beat inflation, interactive inflation calculator
- Overview of stocks, bonds, mutual funds, ETFs, and other investment options
Stocks & Stock Market
- What are stocks? How it represents ownership in a company
- Simulation of John's Doughnut business's stocks
- Writing activities such as investigating Volkswagen share price drop
- Stock exchanges
- Interactive share market simulation (teacher will present a leaderboard based on the profit each student gets from the simulation)
- Interactive worksheet to analyze the performance of Microsoft, Tesla and Apache
- Importance of financial statement analysis and worksheet to analyze financial data of Apple Inc. and NVIDIA Corp.
- Stock Market Indices
Risks & Managing Risk
- Understanding risks associated with Investment
- Interactive worksheet to manage risk by Investing for Long Term
- Interactive worksheet demonstrating the power of diversification
- Interactive worksheet demonstrating the power of Dollar Cost Averaging
Funds & Bonds
- Understand what bonds are and the types of bonds
- Understanding funds
Invest for Retirement & Conclusion
- Understanding the importance of saving for retirement
- Interactive retirement calculator
- The story of Warren Buffet
- Tips for new investors
- Writing letter to parents
- This lab is ideal for high school students looking to build a strong foundation in financial literacy and investment strategies.
Student Feedback
Econ Ed -
Investing
Students will know that The benefits of compounding for building wealth are greatest for people who invest regularly over longer periods of time .. Students will use this knowledge to 8-7a . Explain the concept of compounding .
8-7b . Estimate the future value of a lump sum invested today for a specified period of time and rate of return .
8-7c . Estimate the future value of a regular series of equal
annual investments for a specified period of time and rate of return .
8-7d . Demonstrate the difference in wealth accumulation for a person who begins to invest regularly at age 30 versus someone who starts at age 40 .
Econ Ed -
Investing
Students will know that Different types of investments expose investors to different degrees of risk .. Students will use this knowledge to 8-6a . Compare rates of return on different types of investments and order them by risk .
8-6b . Identify investments that would be most appropriate for people who are uncomfortable with taking financial risk .
Econ Ed -
Investing
Students will know that Instead of buying individual stocks and bonds, investors can buy shares of pooled investments such as mutual funds and exchange-traded funds (ETFs) .. Students will use this knowledge to 8-5a . Explain the concept of investment diversification both within and among different asset classes .
8-5b . Discuss the advantages and disadvantages of investing in a diversified stock or bond mutual fund versus individual stocks and bonds .
Econ Ed -
Investing
Students will know that Investors who buy corporate stock become part-owners of a business, benefit from potential increases in the
value of their shares, and may receive dividend income .. Students will use this knowledge to 8-4a . Select a stock and find the dividends it paid last year and how much the price of the stock has changed over the year .
8-4b . Explain the potential risks and rewards of investing in corporate stock .
Econ Ed -
Investing
Students will know that Investors who buy corporate or government bonds are lending money to the issuer in exchange for regular interest payments .. Students will use this knowledge to 8-3a . Compare corporate and government bonds .
8-3b . Calculate the amount of annual interest income an investor would receive from a corporate bond offering at a given coupon interest rate .
Econ Ed -
Investing
Students will know that Common types of financial assets include certificates of deposit (CDs), stocks, bonds, mutual funds, and real estate .. Students will use this knowledge to 8-2a . Define common types of financial assets .
8-2b . Demonstrate how to find the current prices of stocks, bonds, and mutual funds .
8-2c . Discuss how some financial assets can be harder to sell quickly (e .g . stocks traded on an exchange versus real estate) .
Econ Ed -
Investing
Students will know that Investors in financial assets expect an increase in value over time (capital gain) and/ or receipt of regular income, such as interest or dividends .. Students will use this knowledge to 8-1a . List the potential benefits of investing money in a financial asset .
8-1b . Explain why some people might prefer to buy investments that grow in value over time instead of investments that pay regular income .

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