Investing Activities

/Investing Activities
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Investing Activities

**Want full lessons on investing (with articles, videos and assessments)? View them here.

***(Sp) denotes resource is also available in Spanish; open English version for access

In this activity, students will be able to:

  • Review the Vanguard Total Bond Market Index Fund Investor Shares report, interpret the data, and answer questions to help them understand how a bond fund works.
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In this activity, students will be able to:

  • Read and analyze data charts about the reinvestment of dividends.
  • Learn how this can be a valuable investment strategy.
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In this activity, students will be able to:

  • Use an inflation calculator to think about the relationship between interest and inflation.
  • Learn why long term saving might not be enough for large purchases in the distant future.
  • Available in English & Spanish
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In this activity, students will be able to:

  • Use an online compound interest calculator to explore the value of time when investing.
  • Available in English & Spanish
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In this activity, students will be able to:

  • Use online calculators to investigate the investor fees associated with actively managed mutual funds and passively managed index funds and the impact these fees have on profit.
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In this activity, students will be able to:

  • Use IPO price and current price to assess the current value of three different late ’90s IPO stocks to try to determine whether buying during an IPO is a good investment strategy.
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In this activity, students will be able to:

  • Use Yahoo! Finance to look up stock prices for two popular companies.
  • Practice calculating and thinking critically about rate of return.
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In this activity, students will:

  • use an online retirement calculator to explore the relationship between time horizon, income, and savings rate on an individual’s retirement savings goals.
  • Available in English & Spanish
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In this activity students will:

  • learn about pensions, IRAs, Roth IRAs, and 401(k) plans
  • and will be able to determine distinguishing features of each.
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In this activity, students will be able to:

  • Use Yahoo! Finance and a predesigned Google Spreadsheet to explore asset allocation using index funds.
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In this activity, students will:

  • walk step-by-step through an example of how dollar cost averaging works
  • conduct online research of historical stock prices
  • and use a spreadsheet to examine effects of dollar cost averaging.
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In this activity, students will be able to:

  • Make assumptions and do some calculations to determine how much Boeing employees are leaving on the table by not taking full advantage of their 401(k) plan.
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In this activity, students will be able to:

  • Analyze a news story about a high school millionaire and identify the “facts” of the case.
  • Use their financial knowledge to analyze the “facts” and suggest potential inaccuracies to the author, using evidence to explain their beliefs.
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In this activity, students will be able to:

  • Study the “facts” presented by a self-proclaimed self-made millionaire and then do their own analysis to determine that the story can’t possibly be true.
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In this activity, students will be able to:

  • Complete a introductory article about bonds.
  • Synthesize the information into 10 easy-to-understand core facts.
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In this activity, students will be able to:

  • Read an article of 25 things to know about investing and categorize the items based on their prior knowledge.
  • Exchange knowledge with a partner to further the learning.
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In this activity, students will be able to:

  • Read an article about what it means to own stock.
  • Do minor calculations to accompany their work.
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In this activity, students will be able to:

  • Complete online research to decide whether Initial Public Offerings are a sound investment approach.
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In this activity, students will:

  • conduct research on the internet to answer basic questions about retirement age, Social Security, and pension programs.
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In this whole-class activity, each student receives a card representing a company in the Dow Jones Industrial Average. Through a series of 5 rounds, they combine with other companies and assist risk and return along the way, eventually creating an index fund comprised of the Dow.

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