Curricular Response

Performance
My best performing stock was XIU.
My worst performing stock was VOO.
Risk
I didn’t really have a strategy but in the future I will spread out my investments to include different stock types.
By buying stocks in different industries my risk is less because if one industry does poorly the others probably won’t.
Balance
My portfolio was well-balanced.
To make it more balanced I could buy stocks in industries I haven’t bought yet.

Core Competency Self-Assessment

⦁ How much information did you use to help you with your decision-making process?

The information I had came from what we covered in class.
⦁ Has investing become a more approachable or attainable concept to you?

I still investing confusing. I might be more interested when I have money to invest.
⦁ What is something that you have learned which you have changed your mind about?

I have learned that math skills make are important to investing.