This class is taught in English.

Students will become familiar with basic terminology about the stock market and be able to use the terminology accurately in their discussions.

They will understand what the stock market is, the difference between private and public corporations, how individual stocks differ from funds, what an index is, and how dividends work. 

Students will complete basic research about a stock/company in order to make investment decisions about it. 
 
Students will create an investment portfolio and be able to explain the rationale for their investment decisions.  

Students will monitor their returns and explain why their portfolio gains or loses value.  

I'm an experienced teacher and successful investor. I have been managing my own investment portfolio since 2012 and successfully and safely incorporating options into my investing strategies since 2017.  In 2020, I retired from a 30-year career in public education and established Saylor Financial Fundamentals, teaching adult Novice Investors how to get started in the stock market.  I have taught hundreds of adults from the US and other countries how to invest. I have certifications from the State of NC to teach students of all ages from preschool to high school, including (among others) licenses to teach Math and students who are academically gifted.  Expanding my financial education services to include teens is a logical next step!  

Homework Offered
Class One:
1) Read the first chapter in the text book.  (About an hour, written at a comfortable, mid-high school level)
2) Go over the list of terminology to see if you need clarification about any of the terms.  You may use Google, Investopedia or any other resources you find online to look up terms you are unsure about, and bring any questions to the next class. 
3) Look at the review questions.  How many can you answer?  Bring questions you are unsure about to the next class for discussion.  You don't have to write the answers and turn them in to me, but you may if you want to. 
4) Research your chosen stock and, if you are comfortable doing so, prepare to report back to the group in writing or orally.

Class Two:
1) Read Chapter Two (about an hour of your time, mid high-school level).
2) Set up your portfolio and begin buying stocks and funds.  
3) Review Chapter Two terminology list, look up unfamiliar terms and remember anything you need to ask.
4) Use the review questions to determine any areas you need to read again or ask me about.  Again, you don't have to write your answers, but you may answer in writing and send them to me if you want to. 
5) Personal reflection assignment may be done in writing or just as a thought exercise.  

Class Three: 
Keep researching stocks and funds and building your simulated investment portfolio.  
1 - 2 hours per week outside of class
Assessments Offered
Students will assess their success by monitoring their (virtual) portfolios to see if they gain value.  
Grades Offered