Lesson 5: Investing in Funds
Duration of Days: 1
Lesson Objective
Understand what a fund is and how investing in one can create a more diversified investment portfolio
Explain the difference between active investing and passive investing
Arrange companies to create a diversified mutual fund
What has been the average return rate from the s&p 500 over the last 10 years? 20 Years? 50 years?
Diversification
Portfolio
Mutual Fund
Active investing
Passive Investing
6b: Discuss the pros and cons of investing in a diversified mutual fund versus investing in a small number of individual stocks
13a: Explain why investors often compare portfolio performance to a benchmark such as the S&P 500 Index
13b: Research the composition of the most popular benchmark indices and compare their recent performance
DOK 4 - Develop a logical argument as to why investing is a great idea
Real world connection to s&p 500 index fund
Article
Video
EdPuzzle
ngpf exit ticket
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NGPF Curriculum Crosswalk_Connecticut Standards for Personal Financial Management and Financial Literacy
https://docs.google.com/document/d/1mLCswzLA8iEiXA1QXO1TviXvxw51TYgsl8vsQh5m1EI/edit?tab=t.0