Junior Achievement Investment Strategies Program LESSON 4 – Being a Savvy Investor Junior Achievement Investment Strategies Program

LESSON 4 - Investment Strategies Canada’s Talent Bombardier Inc. Suncor Energy BlackBerry How did your company do this week?

LESSON 4 - Investment Strategies Canada’s Talent Value of 100 Shares Company 1: Company 2: Company 3: Value Week 1 Value Week 2 Value Week 3 Value Week 4

LESSON 4 - Investment Strategies Portfolio Checkup How is your portfolio doing? What stocks are you watching? What strategy are you using to build your portfolio?

LESSON 4 - Investment Strategies Socially Responsible Begin by listening to Cieanne introduce ethical and socially responsible investing in VIDEO 1. What are socially responsible investments?

LESSON 4 - Investment Strategies High School Scam Artist

LESSON 4 - Investment Strategies Investment Fraud What is a Ponzi scam? Now listen to Cieanne highlight examples of investment scams including insider trading and Ponzi schemes.

LESSON 4 - Investment Strategies Ponzi Structure

LESSON 4 - Investment Strategies Investment Fraud Define: Investment Seminar Scam West African/Nigerian letter scam Forex Scam

LESSON 4 - Investment Strategies Stock Up You are an investor with $1,000 in your portfolio. The object of the game is to double your investment or make $2,000.

LESSON 4 - Investment Strategies Stock Up Roll die and move clockwise around board. Record what happens at each turn. Land on INSIDER TRADING, pay $100 and return to START without collecting the $250. NEWS FLASH affect all players. RISK & RETURN affect only that player.

LESSON 4 - Investment Strategies Listen to Cieanne explain who is protecting investors on the stock market. She also summarizes lessons learned in this program.

LESSON 4 - Investment Strategies Stock Trivia When sellers outnumber buyers resulting in a decline in stock prices. bull market den market bear market none of the above

LESSON 4 - Investment Strategies Stock Trivia Investing in different types of investments so you don’t have all your eggs in one basket. separation solidification portfolio diversification

LESSON 4 - Investment Strategies Stock Trivia The highest price an investor is willing to pay for a certain stock. trade bid buy ask

LESSON 4 - Investment Strategies Stock Trivia A true recession is when the economy has how many quarters declining, in a row? 2 quarters (6 months) 3 quarters (9 months) 4 quarters (12 months) ¼ of a quarter

LESSON 4 - Investment Strategies Stock Trivia This tells you how much money you have made on your original investment. quarter report cash in hand rate of return profit

LESSON 4 - Investment Strategies Stock Trivia The year the TSX become the largest exchange in NA to close its trading floor. 2008 still trading on the floor 1945 1997

LESSON 4 - Investment Strategies Stock Trivia This is cash or possibly more shares that a company pays to its shareholders. dividend profit margins pay off none of the above

LESSON 4 - Investment Strategies Stock Trivia It is important to know this about a stock as it shows how easy it is to sell that stock. diversify liquidity mutuality responsibility

LESSON 4 - Investment Strategies Stock Trivia What do you look at to determine the liquidity of a stock? measure essence body volume

LESSON 4 - Investment Strategies Stock Trivia What is the answer that best illustrates investments that are least to most risky? bank account, GIC, blue chip stock ETF, mutual fund, savings account penny stock, real estate, GIC piggy bank, penny stock, bonds

LESSON 4 - Investment Strategies Stock Trivia The number used in the calculation to determine how many years to double your investment is… 72 76 104 78

LESSON 4 - Investment Strategies Stock Trivia Generally speaking, which is the best strategy for building your portfolio? put all your “eggs” in one basket diversify day trade buy only penny stocks

LESSON 4 - Investment Strategies Good Luck! Keep monitoring your portfolio! What have you learned about the stock market?