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Unit 2: The Stock Market

Unit 2: The Stock Market. Lesson 5 : Portfolio Creation. Lesson Objective. SWBAT construct a well-diversified portfolio that takes advantage of economic conditions. WOTD/Initial Activity. Portfolio A range of investments held by a person or organization . Initial Activity

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Unit 2: The Stock Market

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  1. Unit 2: The Stock Market Lesson 5: Portfolio Creation

  2. Lesson Objective • SWBAT construct a well-diversified portfolio that takes advantage of economic conditions.

  3. WOTD/Initial Activity • Portfolio • Arange of investments held by a person or organization. • Initial Activity • Base your answer on your own opinion. • Review terms: • P/E Diversification • Beta Asset Allocation • EPS

  4. Activity 1: Types of Portfolios Jigsaw • Focus Question: How do investors create various portfolios to take advantage f economic conditions • Read The Aggressive Portfolio • Read The Defensive Portfolio • Read The Income Portfolio • Read The Speculative Portfolio • Read The Hybrid Portfolio • For your reading, summarize the central idea for your term. • Share Out

  5. Activity 2: Personal Portfolio Creation • Focus Question: How can an investor determine the value of a stock based on its financial ratios? • Goal: To assess your portfolio construction • Read Solid Growth Brightens Economic Outlook for 2014 • Summarize the articles central points concerning the economic outlook • Choose one of the five portfolio strategy discussed in class and describe how this portfolio will profit from these predictions.. Provide evidence from the article to support your decision making. • Share Out

  6. Summary Discussion • How does a changing economy effect which investment portfolio strategy you follow?

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