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INVESTMENT
S
FIXED
INCOME
SECURITIES
VARIABLE
INCOME
SECURITIES
FIXED
INCOME
SECURITIE
S
SAVING
S/
CHECKI
NG
INSURE
D CD
BONDS
F
gu IXE
ar
D
an
re tee
tu
d%
rn
FIXED
INCOME
SECURITIE
S
SAVINGS/CHECKING
ACCOUNT
FIXED
INCOME
SECURITIE
S
INSURED CD
FIXED
INCOME
SECURITIE
S
BONDS
money
for
a
period
INSURE
D CD You get interest
back
BONDS You get the whole
amount back
VARIABLE
INCOME
V
AR
u
SECURITIES np IA
BL
re
dic E
re tab
tu
MUTUA
rn l e %
L
FUNDS
STOCK
S
VARIABLE
INCOME
SECURITIES
MUTUAL FUNDS
A collection of stocks
and/or bonds
MUTUA
A
company
pools
the
L
FUNDS $ of a group of
investors and invests
STOCK
in stocks/bonds
S
Your money is spread
around, so it may be
safer
Gains and/or losses
VARIABLE
INCOME
SECURITIES
STOCKS
A piece of a
company
MUTUA
L
Purchase shares
FUNDS
Go up and down
STOCK
with the
S
companys
performance
Gains and/or losses
RISK ASSESSMENT
What kind of risk taker are you?
Take the online RISK ASSESSMENT QUIZ
Download and complete the
worksheet in response
Use the chart on the next slide to
complete the 2nd part of the
worksheet
Save the worksheet to your folder
Time-bound
Results-focused
Achievable
Measurable
Specifc
INVESTMENT GOAL
INVESTMENT GOAL
EXAMPLE:
My goal is to
make positive
gains of at least
5% on 100 shares
of AT&T stock in
the next 2 years.
S
M
A
R
T
INVESTMENT GOAL
EXAMPLE:
My goal is to see
10 of my 15
stocks increase in
value in the next
8 weeks.
S
M
A
R
T
INVESTMENT GOAL
EXAMPLE:
My goal is to
understand how
the PEG ratio
affects stock
growth by
tracking 15
stocks of various
PEG ratios for the
S
M
A
R
T
THE PROJECT
You will receive
$500,000 to invest
in 15 20 stocks
over a period of 8
weeks.
SET A PROJECT
INVESTMENT GOAL
FOR YOUR
PARTICIPATING IN
S
M
A
R
T
S
M
A
R
T
Login to Gmail
Open Google Drive
Upload your Risk Assessment and
your Project Goal