Instructors update their students’ progress towards proficiency in the Learning Targets throughout the course. Each module is designed to address specific learning targets and students have multiple opportunities through the activities and the projects to demonstrate mastery. At the closure of each module, the instructor will update the Learning Targets page accordingly.
Picking My First Stock
I can define what a stock is.
I can explain what it means for a company to be on the Stock Market.
I can identify several key pieces of information about a company's stocks.
I can explain the difference between a private company and a public company.
I can explain factors that make a company successful.
I can create an Investopedia account and join the Simulation.
Strategically Choosing My Stocks
I can explain what a rate of return is.
I can explain the difference between a bull and a bear market.
I understand how an index is used to measure market performance.
I understand how market performance is used to make decisions about long- and short-term investments.
Understanding Compounding Returns
I can explain why people invest.
I can explain broadly what a rate of return is and how to calculate it.
I can explain the difference in the types of returns in different types of investments.
I understand what compound interest is and its importance in investing.
I can explain broadly what inflation is and how it affects investments over time.
I can explain what the Law of 72 is.
Assessing My Portfolio's Risk
I can explain what the relationship is between risk and reward.
I can articulate my own comfort with risk.
I can define what a portfolio is.
I can broadly explain the purpose of the Sharpe Ratio.
I can approximate the risk in my own portfolio based on the Sharpe Ratio.
Investing in Bonds and ETFs
I can explain what it means to have a diversified portfolio.
I can articulate the difference between risk levels and investments in my portfolio.
I can articulate that my risk tolerance is impacted by my “time horizon”.
I can identify different types of investments, their relative risk levels, and the general expected rates of return.
I can choose between the different investments to best diversify my portfolio and get closer to attaining my ideal rate of return.
Diversifying My Stock Portfolio
I can identify ways to get returns on my stocks.
I can define and identify Blue Chip, Cyclical, Defensive, Growth, and IPO stocks.
I understand what sector rotation is and why it is used.
I can broadly explain how to use sector rotation to increase stock returns.
I can define ways to diversify my stock portfolio.
Assessing a Company's Success
I can explain the purpose of financial statements.
I can explain the difference between Revenues, Expenses, and Net Income.
I can look at historical financial data to understand how a company has grown or declined.
I can use the P/E ratio to determine if a company is over or undervalued.
Holding Companies Socially Responsible
I can define what socially responsible investing is.
I can make decisions in my investing practices to invest in causes that are important to me.
I can broadly explain the purpose of shorting stocks and the timing required to successfully profit from a short position.
I understand the risks associated with shorting stocks.
Understanding the Value of Cryptocurrency
I can broadly explain the purpose of cryptocurrency.
I can identify the advantages and disadvantages of using cryptocurrency.