Junior Achievement Investment Strategies Program LESSON 2 – Mutual Respect.

Junior Achievement Investment Strategies Program

LESSON 2 – Mutual Respect

BUSINESS EDUCATION FOR YOUTH | jabc.org

SLIDE 2

LESSON 2 - Mutual Respect

Canada’s Talent

Bombardier Inc.

Suncor Energy

BlackBerry

How did your company do this week?


SLIDE 3


Canada’s Talent

Value of 100 Shares

Company 1: Company 2: Company 3:

Value Week 1

Value Week 2

Value Week 3

Value Week 4


SLIDE 4

How long will it take to double my money at a 3% rate of return?


Rule of 72


SLIDE 5

Divide the number (72) by the rate of return (3). Therefore it will take (24) years to double the investment.


Rule of 72


SLIDE 6


Stocks and Bonds


SLIDE 7


Investment Vehicles

Bonds Real Estate

GICs Art

Penny Stocks Mutual Funds

Blue Chip Stocks RESPs

ETFs RRSPs


SLIDE 8

Research 3 investment vehicles to learn the advantages and disadvantages of each investment.


Investment Vehicles


SLIDE 9

Before you make financial decisions, you should consider a few factors:

• Personal financial goals• Risk vs. Return• Diversification


Investment Vehicles


SLIDE 10

What are your personal financial goals?


Investment Vehicles


SLIDE 11



SLIDE 12

Define

Diversification


Investment Vehicles


SLIDE 13

Chin has decided to buy his first car. He has $2,000 ready for a down payment but can’t seem to find the car of his dreams.

Chin does not consider himself a risk taker and wants to feel secure about his investments.


Advise and Invest


SLIDE 14

Shivi’s parents want to save for an RESP for Shivi and estimate that they will need $20,000 in 10 years time.

Shivi’s parents would rather risk a bit of money in hopes for a higher return, as long as they can access his money immediately.


Advise and Invest


SLIDE 15


Advise and Invest

Nikki’s generous aunt gave her $5,000 for her 18th birthday. She would like to risk a bit to see how much money she can make from this gift.

Nikki feels that she is young and is willing to try a few high-risk investments just for fun.


SLIDE 16

There are hundreds of mutual funds available in Canada.

What are they? Why can they be a good way to make a return on your investment?


Mutual Respect


SLIDE 17

Balanced

Bond

Socially Responsible

Money Market Sector


Mutual Respect


SLIDE 18

Research securities that you will include in a mutual fund.

Do you want a socially responsible fund; bond fund, sector fund, etc.?


Mutual Respect

Junior Achievement Investment Strategies Program LESSON 2 – Mutual Respect.

Documents

Transcript of Junior Achievement Investment Strategies Program LESSON 2 – Mutual Respect.