Worksheet · Investing foundations
The path is primarily for ages 13–18 and adult beginners. Younger children can learn alongside a parent or teacher. Levels describe prior knowledge, not a guarantee of suitability for every age.
What you will learn
- Pick a company on the market and describe in one sentence what it does, without deciding to buy yet.
- Open a chart and find a period of rising prices and a period of falling prices.
- Describe a near-term goal and a distant goal and think about why time matters.
Suggested 30–40 minute session: 5 minutes of discussion, 10 minutes of reading and examples, 15 minutes in pairs and 5–10 minutes explaining and correcting. Assess understanding and reasoning, not simulated profit. Worksheets print without student accounts.
Learn together: choose one concept, read the example and ask the learner to explain it in their own words. Do not ask children for household income, bank documents or account numbers. Use invented figures.
Stock: a small piece of a company
If you bought two shares at 50 ₪ each, the cost is 100 ₪ before fees.
Pick a company on the market and describe in one sentence what it does, without deciding to buy yet.
What do you buy when you buy a stock?
- A part of ownership of a company
- A guaranteed profit
- A bank account
Explain your choice in your own words. Which assumption could change the answer?
Stock: a small piece of a companyWhy do prices change?
A company earned more, but less than the market expected. Its price can still fall.
Open a chart and find a period of rising prices and a period of falling prices.
A company reported a profit. Must its stock go up?
- Yes
- No
- Only if I bought it
Explain your choice in your own words. Which assumption could change the answer?
Why do prices change?Risk: understanding what you can lose
Money for a trip in a week serves a different purpose than money for a distant goal.
Describe a near-term goal and a distant goal and think about why time matters.
A promise of high returns with no risk sounds...
- Always attractive
- A reason to stop and check
- Like a law of nature
Explain your choice in your own words. Which assumption could change the answer?
Risk: understanding what you can loseTeacher answer key
Stock: a small piece of a company
A part of ownership of a company
A stock represents ownership. It does not guarantee income or a price increase.
Why do prices change?
No
Price is also affected by expectations and other factors.
Risk: understanding what you can lose
A reason to stop and check
High returns without risk is a suspicious promise.