Unit 5 of TEKS Financial Mathematics introduces students to the world of investing and helps them understand how to grow their wealth beyond traditional savings. Students learn the differences between major asset classes—such as stocks, bonds, and ETFs—and explore how risk, return, and diversification work together in a long-term investment plan.
Through hands-on activities and the Stock Game, students research companies, compare performance, and practice making informed buy, sell, and hold decisions. By the end of the unit, they begin building a diversified portfolio aligned with their financial goals.
What Students Do in Unit 5:
- Learn key investing concepts: liquidity, risk, return, diversification
- Compare asset types—stocks, bonds, ETFs, mutual funds, and more
- Read stock quotes, understand order types, and analyze performance
- Research investments using real market data
- Calculate portfolio returns and evaluate investment strategies
- Build a long-term, diversified investment plan with allocation and rebalancing
Unit 5 gives students the confidence to make smart, informed investing decisions and understand how long-term investing supports their bigger financial goals.