Financial Literacy 20, 30
Course Configurations
Construct an investment portfolio that includes short-, medium- and long-term investment goals.
Indicators for this outcome
| (a) | Determine the investor profile for oneself or for an individual in a given scenario using an investor profile assessment. |
| (b) | Assess the risk tolerance for oneself or for an individual in a given scenario. |
| (c) | Describe investment goals for oneself or for an individual in a given scenario. |
| (d) | Compare the features of various investment types (e.g., stocks, bonds and mutual funds). |
| (e) | Discuss the reasons for diversifying an investment portfolio to support short-, medium- and long-term goals. |
| (f) | Explain the relationship between risk/return and diversification of investments. |
| (g) | Research and compare features of different types of investment strategies and styles such as the Couch Potato, market timing, dollar-cost averaging, leverage investing, short selling, index investing, Value/Growth and Dividend Reinvestment Plan (DRIP). |
| (h) | Discuss the advantages and disadvantages of developing and managing one’s own investment portfolio compared to working with a financial advisor. |
| (i) | Identify and evaluate services that assist individuals with investing. |
| (j) | Analyze the risk and relationship between inflation and rate of return. |
| (k) | Research the concept of “buying low and selling high.” |
| (l) | Assess the financial implications (e.g., capital gains) of acquiring and disposing of capital assets. |
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