Activity One

Write three personal financial goals (one short-term, one medium-term, and one long-term) that you would like to achieve in your lifetime. Explain why you have chosen each of these goals and when you expect achieve them. Include the amount of money that you expect you will need to reach your goals. Explain the reasoning for your choice. Activity Two

Consider this scenario. You worked at a few odd jobs during the summer and saved some money. You have decided to invest $500 from what you earned to buy your parents an amazing gift for their 20th wedding anniversary in two years' time. You have the options of a 2-year government bond, stocks in the company Dragon Show Inc., or to invest in Penny Mutual Funds. The graph below shows the past performances from the last 21 months of each of the investments mentioned.

Develop your investor's profile for this particular goal. Give reasons for each of your choices in your investor's profile. Study the graph. Compare the investments, and choose one. Write down the comparisons and the reasons for your choice. One of your friends has a hot tip on another investment, a stock in Stock Ninja Corp. and promises that you will earn at least 15% ($75) in returns by the end of two years. What do you decide to do? Give reasons.

Investment Performances Months Name: Date: \begin{tabular}{|l|l|l|l|} \hline & Short-Term Financial Goal: & Medium-Term Financial Goal: & \begin{tabular}{l} Long-Term Financial \\ \hline Goal: \end{tabular} \\ \hline Reason(s) for Goal & & & \\ \hline Amount in \$ & & & \\ \hline Reason(s) for Amount & & & \\ \hline \end{tabular} Personal Financial Goals Investment Performances Months Name: Date: \begin{tabular}{|l|l|l|l|} \hline & Short-Term Financial Goal: & Medium-Term Financial Goal: & \begin{tabular}{l} Long-Term Financial \\ \hline Goal: \end{tabular} \\ \hline Reason(s) for Goal & & & \\ \hline Amount in \$ & & & \\ \hline Reason(s) for Amount & & & \\ \hline \end{tabular} Personal Financial Goals