Tuesday, May 20, 2014

Risk and (Expected) Return

EQ - How are risk and expected return related to investment options?
  1. Activator - Create a teenage bucket list (at least 5 things you'd like to do before turning 20)
    1. TPS
    2. Discussion - What keeps you from doing all of these things right now?
  2. Intro - Risk and Expected Return
  3. It is that easy? TPS - What Would You Do ?
    1. Which option did you choose?
    2. For what reasons did you make this choice?
    3. What made you decide not to choose the alternative?
  4. Chalk Talk: What do you think of when you hear the word investment?
  5. Defining Investments - Video 
    1. Class discussion
  6.  Intro to investment options (Pyramid)
    1. Bonds
    2. Mutual Funds
    3. Exchange Traded Funds
    4. Preferred Stock
    5. Common Stock
    6. Speculative
    7. Real Estate
  7. Defining Risk & Discussing its impact on investments
  8. Visually depicting the relationship
  9. TOD - List 3 risky investments; List 3 low risk investments
  10. Intro to Diversification
  11. Evaluating Your Options
    1. Use the results of yesterday's risk assessment to formulate a logical combination of investment tools to diversify your portfolio and increase confidence in your investment strategy.
  12. Muddy Points

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