The Investment Expedition

Dive into the world of investing with our comprehensive and interactive Investment Lab. This lab is designed to equip students with essential financial literacy skills through engaging activities and real-world examples. The lab is divided into five sections

1. Introduction to Investing
2. Stocks & Stock Market
3. Risks & Managing Risk
4. Funds & Bonds
5. Invest for Retirement & Conclusion

Key topics covered in each section include:

Introduction to Investing

• Difference between saving and investing
• Importance of investing
• Understanding compound interest & impact of starting investments early using interactive worksheets
• How inflation affects savings and using investments to beat inflation, interactive inflation calculator
• Overview of stocks, bonds, mutual funds, ETFs, and other investment options

Stocks & Stock Market

• What are stocks? How it represents ownership in a company
• Simulation of John's Doughnut business's stocks
• Writing activities such as investigating Volkswagen share price drop
• Stock exchanges
• Interactive share market simulation (teacher will present a leaderboard based on the profit each student gets from the simulation)
• Interactive worksheet to analyze the performance of Microsoft, Tesla and Apache
• Importance of financial statement analysis and worksheet to analyze financial data of Apple Inc. and NVIDIA Corp.
• Stock Market Indices

Risks & Managing Risk

• Understanding risks associated with Investment
• Interactive worksheet to manage risk by Investing for Long Term
• Interactive worksheet demonstrating the power of diversification
• Interactive worksheet demonstrating the power of Dollar Cost Averaging

Funds & Bonds

• Understand what bonds are and the types of bonds
• Understanding funds

Invest for Retirement & Conclusion

• Understanding the importance of saving for retirement
• Interactive retirement calculator
• The story of Warren Buffet
• Tips for new investors
• Writing letter to parents

1. This lab is ideal for high school students looking to build a strong foundation in financial literacy and investment strategies.