Intro to Business
Session Date
Lesson Topic
Commercial and Residential Real Estate
Lesson Outline
We discussed classifications of real estate and how they are affected differently depending upon market conditions. We also discussed economic impacts to real estate and investment opportunities.
Session Minutes
60
Minutes Student Attended
60
Lesson Comments
Bobby said that he enjoyed talking about real estate markets in terms of investment opportunity and the drivers of value. We plan to discuss factors influencing markets and how they are often "local".
Session Date
Lesson Topic
Real Estate & Fixed Income
Lesson Outline
We discussed methods of profiting in real estate including flipping and rental. We compared strategies and talked about risks such as interest rates and liquidity.
Session Minutes
60
Minutes Student Attended
60
Lesson Comments
Sofia thinks she already knows everything but when we discussed the business of real estate, she appeared surprised at some of the facts and components of strategies that she was not aware of. She is generally resistant to new ideas without being convinced that there is something worth listening to.
Session Date
Lesson Topic
Adding Fractions With Unlike Denominators
Lesson Outline
Mercer began an assignment from the 5th grade math Envision textbook, Adding Fractions With Unlike Denominators. We also played a game of scrabble which Mercer won!
Session Minutes
60
Minutes Student Attended
60
Session Date
Lesson Topic
Real Estate & Fixed Income
Lesson Outline
We discussed commercial and residential real estate types and subtypes and factors influencing their value. We also evaluated mixed use examples such as retail with residential. We updated position spreadsheets with new trades and prices and the impact on sector allocation.
Session Minutes
60
Minutes Student Attended
60
Lesson Comments
Ayden continues to enjoy discussions and activities related to the markets. He has been updating his own spreadsheet with new data and moves ahead with entries without my guidance.
Session Date
Lesson Topic
Financial Markets
Lesson Outline
Dutch was absent today.
Session Minutes
60
Minutes Student Attended
0
Lesson Comments
Yesterday May 4th I was scheduled for class with Dutch for 1:30pm 5/5th. Upon arrival at school today, I was informed that Dutch would be absent.
Session Date
Lesson Topic
Inflation / Interest Rates / Government Bonds
Lesson Outline
Today we discussed the impact of inflation and the fear of inflation and how it affects interest rates and the lending of money to the government.
Session Minutes
60
Minutes Student Attended
60
Lesson Comments
Bobby was engaged and interested in our discussion today. We talked about interest rates and inflation. We also reviewed the syllabus for the remainder of the semester and decided on key topics to cover.
Session Date
Lesson Topic
Trading & Sector Allocation
Lesson Outline
Today Ayden bought a new stock and added allocation to healthcare sector and updated all market prices for current positions.
Session Minutes
30
Minutes Student Attended
30
Lesson Comments
Ayden is doing well with sector allocation and understands how he varies from the S&P 500 index. We continue to discuss economic factors influencing markets and make better decisions.
Session Date
Lesson Topic
Options Theory and Derivatives
Lesson Outline
We worked on understanding the sale of put options and built a payoff diagram to illustrate using Rocket and Workhorse stocks as examples.
Session Minutes
60
Minutes Student Attended
60
Lesson Comments
Ayden was remote today and we got a late start since I was not advised that Ayden would be remote until I texted him at 9:30am. He said his mom emailed Judie to advise yesterday. We had a good session remotely today and Ayden remains focused on stocks as we watch the markets change daily.
Session Date
Lesson Topic
Sector Allocation Strategy
Lesson Outline
We evaluated portfolio sector allocation variance from the S&P 500 index and talked about strategy going forward.
Session Minutes
60
Minutes Student Attended
60
Lesson Comments
Ayden was engaged and interested in portfolio management and contributed to the discussion quite a bit.
Session Date
Lesson Topic
Financial Markets
Lesson Outline
Bobby was absent today.
Session Minutes
60
Minutes Student Attended
0
Lesson Comments
Second time this week that Bobby did not answer the call. Last time he said he had car issues to deal with. I did not hear from him this time.