Performance Task: Stock Market Investment Portfolio

Reflection Tab Example:

Completed Portfolio Document Example

Objective: Now that you have created a portfolio using individual companies, reflect on your decisions for making money. Answer the reflections questions on the Reflections Tab of your document. Make sure you have completed all benchmarks with your investment decisions. You should also add the image of your current portfolio from How the Market Works website. It should appear on your reflections tab of your document.

Building My Portfolio

  1. Which category had the safest companies overall?
  2. Which company was chosen most often for growth?
  3. Would you invest real money in your portfolio? Why or why not?
  4. How does diversification help investors?

Risk Analysis

  • Which company in your portfolio has the highest risk?
  • Which investment would most likely protect your money during a recession?
  • Which company has the highest long-term growth potential?
  • If one company failed completely, how would diversification protect you?
  • Would you change your portfolio after seeing your classmates’ choices? Why or why not?

Final Reflection: Write one paragraph explaining:

What you learned about investing, why diversification matters, whether you consider yourself a conservative or aggressive investor, and what type of portfolio would you build in the future?

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