Module 11: Investing - Authentic Assessment
Part I - Need Some Investment Advice?
You and your partner have been hired as brokers to help someone invest $20,000.00. Create an investing scenario that you will present to the client. Present a minimum of three investment tools you would like to see this person use in order to diversify their financial portfolio.
For example, you might suggest investing $10,000 in stocks, $5,000 in mutual funds, and $5,000 in bonds. Only $8,000.00 of the money is needed for a specific goal— to help pay for a master’s degree in five years. As the brokers, choose the investment options that you believe will be best for this individual. Follow the criteria below:
- Research at least three actual investment tools
- Include an analysis of the advantages and drawbacks of using your investing tools— use charts and graphs
- Include the rate of return, level of risk, and liquidity of using these investment options
- Show a comparison of the investment options
- Rank the investment options in terms of potential growth and explain why you ranked them in that order
- Explain the services available and the fees that will be charged for using your brokerage service
Open the grading rubric for this assignment.
Part II - Suggesting Stocks
Provide some stock suggestions for your client who wants to invest money in company stocks. Your client is counting on you to advise them on some of the stocks with great returns in the past year.
- Compile a list of at least 5 stocks with the greatest returns in the past year. Please explain why experts said the stocks did so well.
- Create a list of what you believe will be the best performing stocks in the coming decade (Include a minimum of 5). Provide an explanation of why you believe these stocks are excellent investments. You can present the information in a short commercial or printed brochure. Include the following information for each stock suggestion.
- Name of stock
- How long the company has been in existence
- What the stock is currently trading at
- How the stock's value has changed over the past year
- One recent news item regarding the company
Open the grading rubric for this assignment.
Once you have completed this module, please complete the module test.