1. Building a Portfolio

2. Journal 3.4
OBJECTIVE
Students will be able to…
Effectively research investments to determine their long term viability
Successfully invest!
AGENDA
Terms
Expectations
Stock Market Game
If your spring break was a book with at least 3 chapters, what would the chapter titles be?

3. Business Time Pop Quiz Make Up Reminder Seating Arrangement
Fill up from the front
Be consistent
I can move you if I disagree

4. Agenda What makes a good investment? Expectations
Using Howthemarketworks

5. Review
What’s the difference between savings and investing? When should you use one over the other?

6. Story Time
The Story:
Fred and Barney both decide that they want to invest in the stock market. Barney buys stock in McDonald’s, JCW’s, Wendy’s and Five Guys’. Fred buys stock in Five Guys’, Twitter, and Tyco Toys (the company that produces the hit classic, Tickle Me Elmo). In a cruel twist of fate, mad cow disease returns and runs rampant, devastating half the cow population.
Who’s portfolio loses the most value?
What went wrong?

7. Diversification
Diversification- Having many different types of investments in your portfolio to minimize risk.
Invest in multiple “sectors”
Should we put all our investment money in the stock market?

8. Risk v. Reward High Risk v. Low Risk stocks
Penny stocks- low cost stocks that are highly variable in price
High risk v. low risk investing

9. A Couple Other Investing Terms
Bull Market- A time period when prices generally trend upward
Bear Market- When prices generally trend downward
Possibly the best way to remember anything in economics…

10. What Are Some Brands We’re Familiar With?
The Basics:
The Luxuries:
Give them a score 1-10 of how safe an investment they would be

11. The Stock Market Game!
Over the next month, you will be in charge of your own investment portfolio, using the website howthemarketworks.com.
This is a simulation that uses fake money to invest in the stock market, at real prices. You can see how much money you would have made if you invested this way in real life.
At the end of the game, the person with the most money is the winner!

12. Stock Market Game
How to join the contest  Register and Join:  Register (use your name in your login, somehow) to howthemarketworks.com and once you log-in, you can go to Join Contests, and look up the contest: Mr Bird AFHS Fin Lit via the search bar.
The password is: mrbirdafhs

13. Expectations No shouting out questions, raise your hand
If I don’t call on you, be patient. Wait until I’m fully done giving directions and your question might magically get answered
No talking while I’m talking
If you want to show your friend some sweet investment opportunities, wait until I give you time to freely search
Quick and organized return of the Chromebooks

14. Expectations
I reserve the right to tell you (or the entire class) to put away the Chromebooks, if we’re not on task or using our time inappropriately!

15. How “How the Market Works” Works
Researching
Buying
Selling

16. Stock Market Game

17. Note for Those Not in Class
If you’re trying to get these notes after the fact off the website, you’ll need to come talk to me about coming in for a flex day to learn how to use the website