Investing Money - Shares
| Grade | Work Samples |
|---|---|
| End of Stage 5 (end of Year 10) | |
| Grade A | Bobby |
| Grade B | Pat |
| Grade C | Reese |
| Grade D | Drew Rania |
| Grade E | Lou |
Description of activity
Students are given a paper value of $50,000 to invest in the sharemarket for a specified period. Students will prepare a table that gives an overview of their share transactions and explain in writing the factors affecting their decisions when selecting the initial shares and modifying or maintaining their share portfolio.
Context
This activity takes place in the core unit of work on Personal Finance in the sub-topic of Investing Money. Students have examined different investment options such as shares, property, superannuation and managed funds, and the general relationship between risk and return on such investments. They put their learning into practice by creating their own portfolio of shares, monitoring their capital gains over time and modifying their share portfolio to maximise their earnings.
Areas for Assessment
- Knowledge of commerce
Knowledge and understanding of consumer, financial, business, legal and employment matters - Skills in commerce
Skills in decision-making, problem-solving, research, communication and working independently and collaboratively
Outcomes
A student:
5.5 evaluates options for solving commercial and legal problems and issues
5.6 monitors and modifies the implementation of plans designed to solve commercial and legal problems and issues
5.7 researches and assesses commercial and legal information using a variety of sources
5.8 explains commercial and legal information using a variety of forms
5.9 works independently and collaboratively to meet individual and collective goals within specified timelines.
Criteria for assessing learning
(These criteria would normally be communicated to students with the activity.)
Students will be assessed on their ability to:
- select a balanced share portfolio with evidence of research and evaluations
- assess and explain factors influencing investment decisions to maintain or modify the share portfolio
- communicate information clearly in a table over a specified period.