Unit 2: The Stock Market Lesson 11: Mutual Funds & ETFs.

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Presentation transcript:

Unit 2: The Stock Market Lesson 11: Mutual Funds & ETFs

Lesson Objective  SWBAT describe how to use mutual funds and ETFs to invest in professionally structured, diversified portfolios.

WOTD/Initial Activity  Broker  Professional investors  Initial Activity  Why would you pay a 2% commission on your investments rather than trading for cheap on a online site like Etrade?

Activity 1: Mutual Funds  Focus Question: How do investors take advantage of negative economic news by using short sales?  Read How Mutual Funds Work  What is a mutual fund?  When should investors use mutual funds? Why  Why might mutual funds not be the most profitable investment?  Share Out

Activity 2: ETFs  Focus Question: How do investors use the economic indicators published by the Federal Reserve to choose which stocks to invest in?  Goal To Identify the Purpose of ETF Investments  Collect a computer  Find 6 examples of ETFs and describe  What the ETF invests in  When you would invest in this ETF  Share Out

Summary Discussion  Why would you invest in ETFs and mutual funds rather than just stocks?

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