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

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

3. 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

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?

5. 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?

6. LESSON 4 - Investment Strategies
High School Scam Artist

7. 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.

8. LESSON 4 - Investment Strategies
Ponzi Structure

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

10. 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.

11. 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.

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

13. 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

14. 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

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

16. 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

17. 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

18. 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

19. 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

20. 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

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

22. 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

23. 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

24. 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

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