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Advanced Investment Strategies, Risk, and Portfolio Management

6th Grade · Social Studies · US-IL-SS

7 lessons

Goal

Evaluate rates of return, asset allocation models, market risk factors, and diversification across complex investment instruments.

7 lessons
0 of 7 done
  1. Measuring Investment Performance: Nominal, Real, and Annualized ReturnsUp next
  2. Systematic Versus Unsystematic Risk in Financial MarketsNot started yet
  3. Portfolio Diversification and Asset Allocation StrategiesNot started yet
  4. Index Funds, Exchange-Traded Funds, and Mutual FundsNot started yet
  5. Dollar-Cost Averaging and Periodic Portfolio RebalancingYou are here
  6. Evaluating Risk-Adjusted Returns and Market VolatilityNot started yet
  7. Alternative Investments: Real Estate and CommoditiesNot started yet
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Learning standards covered

us-ilSS.EC.FL.5.9-12Illinois Social Studies Standards · All ages

Evaluate risks and rates of return of diversified investments.