Portfolio Management

Overview:

In this lesson, students will build on their knowledge of investments and risk by thinking about portfolio management. In particular, students will think about the relationship between risk and portfolio diversity. The lesson also introduces students to the concept of an investment lifecycle. During the lesson, students will think about how different people might be more or less attracted to different investment portfolios.

NBEA Standard(s):
  • Personal Finance, I. Personal Decision Making
  • Personal Finance, III. Managing Finances and Budgeting
  • Personal Finance, IV. Saving and Investing
  • Personal Finance, VIII. Protecting Against Risk

Lesson Plan Details:

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