Videos aligned with the “Investing” standard from the National Standards in K-12 Personal Finance Education.
Overall Competency: Implement a diversified investment strategy that is compatible with personal financial goals.
Howdy Wall St. Willy! Sometime ago we talked about Actively Managed Fund, but what is Passively Managed Fund? Passively Managed Funds are funds in which the investment is made to mirror an index. That means that the securities in the passively managed fund are the same as in the index. The investment is also not …
Howdy Wall St. Willy! Sometime ago, I heard about a coupon that’s related to investing, but is it like a store coupon? What is it anyway? A coupon is the amount of interest a bond issuer pays periodically to the bond holder. Coupon or coupon rate is expressed as a percentage of the face value …
Howdy Wall St. Willy! When we talked about investing in stocks, you talked about diversifying among large cap, mid cap and small cap stocks. But, is there any other way of diversifying while investing in stocks? That’s a great question, Sooper Cooper! Another great way to diversify is to invest in different sectors. Sectors?? I …
Howdy Wall St. Willy! Sometime ago, we talked about asset classes, and when we talked about that, you said something about portfolio rebalancing. But what is portfolio rebalancing anyway? Portfolio rebalancing (or portfolio re-balancing) is buying and selling securities from different asset classes to maintain the asset allocation that’s right for you. Well, when should …
Howdy Wall St. Willy! Sometime ago when we talked about yield, you said something about dividend yield. But what is dividend yield anyway? Dividend yield is the rate of return you get through dividend payments from a stock at its current market price. It is expressed as a percentage, just like interest rates. Well, how …
Introduction to a Brokerage Account for Kids and Teens This video explains the concept of a brokerage account in a simple, concise way for kids and beginners. It could be used by kids & teens to learn about brokerage accounts, or used as a money & personal finance resource by parents and teachers as part …
Howdy Wall St. Willy! On TV I heard about a portfolio but, what is portfolio anyway? Everything you invest in, is collectively called your portfolio. For example, if you have invested in stocks, bonds and real estate, together they form your portfolio. But, how do I decide what’s in my portfolio? This depends on your …
Introduction to Asset Allocation for Kids and Teens This video explains the concept of asset allocation in a simple, concise way for kids and beginners. It could be used by kids & teens to learn about asset allocation, or used as a money & personal finance resource by parents and teachers as part of a …
Introduction to Index Funds for Kids and Teens This video explains the concept of an index fund in a simple, concise way for kids and beginners. It could be used by kids & teens to learn about index funds, or used as a money & personal finance resource by parents and teachers as part of …
Introduction to Stock Exchange for Kids and Teens This video explains the concept of a stock exchange in a simple, concise way for kids and beginners. It could be used by kids & teens to learn about stock exchanges, or used as a money & personal finance resource by parents and teachers as part of …
