save and invest stocks - dallasfed.org/media/documents/educate/... · 2016-05-26 · save and...
Post on 27-Jun-2020
3 Views
Preview:
TRANSCRIPT
-
Save and Invest—Stocks
In the ClassroomInteractive Lessons
Lesson 5
-
2 Building Wealth—Lesson 5 Federal Reserve Bank of Dallas
Instructional Objectives
Students will:
• Identify the stocks as shares of ownership in a company.
• Describe the role and variety of stock exchanges around the world.
• Use a balance sheet to explain the risk and rewards of stock ownership
• Categorize publicly held companies in terms of market capitalization, industry sector and location.
• Identify and describe the role and composition of stock indexes.
-
3 Building Wealth—Lesson 5 Federal Reserve Bank of Dallas
Stocks are...
-
4 Building Wealth—Lesson 5 Federal Reserve Bank of Dallas
Markets
Apps
Auctions
Entertainment
Marketplaces
BALLGAM
E
CONCERT
SOLD
-
5 Building Wealth—Lesson 5 Federal Reserve Bank of Dallas
Markets
NYSENYSE NYSENYSE
NYSENYSE
-
6 Building Wealth—Lesson 5 Federal Reserve Bank of Dallas
Stock Markets of the World
-
7 Building Wealth—Lesson 5 Federal Reserve Bank of Dallas
Wealth-Building Assets
BW DAILY
Wealth-building assets are assets that generally appreciate over time or provide a return.
Stock Appreciation Dividends
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
-
8 Building Wealth—Lesson 5 Federal Reserve Bank of Dallas
Building Wealth with Stocks
-
9 Building Wealth—Lesson 5 Federal Reserve Bank of Dallas
Gathering Information
• Who?
• What?
• When?
• Where?
• How much?
-
10 Building Wealth—Lesson 5 Federal Reserve Bank of Dallas
Classifying Companies
-
11 Building Wealth—Lesson 5 Federal Reserve Bank of Dallas
BINGO
B I N G O7531311
1827202928
5355516046
6871636467
3144
4039
-
12 Building Wealth—Lesson 5 Federal Reserve Bank of Dallas
Classifying Companies
-
13 Building Wealth—Lesson 5 Federal Reserve Bank of Dallas
Indexes
YearTwo Movie
TicketsDinnerfor Two
Two Gallonsof Gas
Total Costof Date (Index) 1995=100
1995 $8.70 $21.12 $2.39 $32.20 (32.20/32.20)*100=100
1990 $8.44 $18.93 $2.38 $29.75 (29.75/32.20)*100=92
2000 $10.78 $23.93 $3.07 $37.78 (37.78/32.20)*100=117
2005 $12.82 $27.42 $4.16 $44.39 (44.39/32.20)*100=138
2010 $15.78 $32.04 $5.35 $53.17 (53.17/32.20)*100=165
ADMITONE
ADMI
T
ONE
-
14 Building Wealth—Lesson 5 Federal Reserve Bank of Dallas
Stock Indexes
-
15 Building Wealth—Lesson 5 Federal Reserve Bank of Dallas
Indexes by Location
NASDAQ Composite Index
DJIA
SP500
Russell 2000
SP400
U.S. Indexes
FTSE 100
MSCI EAFE
Nikkei 225
DAX
Hang Seng
International Indexes
-
16 Building Wealth—Lesson 5 Federal Reserve Bank of Dallas
Market Cap Indexes (U.S.)
Russell 2000
RussellSmall Cap
Completeness
Small Cap
Russell MidCap
SP400
Mid Cap
DJIA
SP500
Large Cap
NASDAQComposite
Index
Russell 3000
Broad Market
-
17 Building Wealth—Lesson 5 Federal Reserve Bank of Dallas
Sector Indexes
Manufacturing
High Tech Energy
Telecom Pharmaceutical
-
18 Building Wealth—Lesson 5 Federal Reserve Bank of Dallas
Assessment
undefined_8: undefined_15: undefined_16: Stocks are:
top related