Information About The Class:

2018-2019 Midterm Examination Information

Unit #7: Stocks, Bonds and Mutual Funds

Homework: (see online articles below)

Required Homework Readings (see homework guide above):

Remember to print out and bring required articles above to class for the review guide note check, otherwise no points for review guide.

Class Activities

A.  Researching Stocks:

  • Value Line Profiles for the stocks in the Dow Jones Industrial Average are available here

B.  Researching Mutual Funds:

C.  Mutual Fund Companies for Portfolio Assignment:


I.  The Stock Portfolio Assignment:

Extra Credit Materials for the Mutual Funds Portfolio Assignment:

II.  The Mutual Funds Portfolio Assignment: