We worked on technical analysis concepts along with risk management tools. We will begin discussing options theory next week.
Session Minutes
30
Minutes Student Attended
30
Lesson Comments
Ayden was attentive and understood the concepts we discussed today. He continues to monitor his portfolio of stocks and understands how to track progress.
We discussed balancing a portfolio and paying attention to relative risk to the S&P 500 Index.
Session Minutes
60
Minutes Student Attended
60
Lesson Comments
Ayden was cooperative and engaged during this session. He continues to manage his own portfolio and pay attention to risk measures including sector allocation.
Today we discussed lemonade stand basic business concepts to figure out cost and profit. We also discussed marketing strategy. We will develop a more complex business idea in the future.
Assignment
Develop a business idea
Session Minutes
30
Minutes Student Attended
30
Lesson Comments
Jonathan has great ideas and thinks on his feet. If I can keep his attention long enough, he should be able to learn some basic business concepts before the end of the school year.
Today we went through a list of 25 vocabulary terms related to options and trading principles.
Session Minutes
60
Minutes Student Attended
60
Lesson Comments
Bobby was engaged and expressed interest in all of our discussion today. I think he is learning a great deal about portfolio management and trading. We will continue with the financial markets concepts next week.
Today we interviewed and videotaped over 10 Batt School students to ask them about their art show project to be displayed Friday.
Session Minutes
60
Minutes Student Attended
60
Lesson Comments
Due to a scheduling error, I was assigned to both Sofia and Dutch for this hour (1:30-2:30pm). Nicole suggested that we work with Mr. Marcus to prepare for the art show scheduled for Friday, March 26th. We met with him and he asked us to take short videos of students explaining their art project. We used Sofia's phone and she was asked to send the videos to Mr. Marcus.
We discussed risk management strategies and examples of derivatives including stock options.
Session Minutes
60
Minutes Student Attended
60
Lesson Comments
Bobby and I had a good session discussing portfolio management strategy including risk management and using derivatives to hedge risk. We are building a large terminology list to enhance his understanding of financial markets.
We discussed business ideas and Jonathan came up with a dog walking business idea. He wants to create a website where anyone can get dog walking service instantly scheduled. He checked and "dogwalking.com" is an available web address for $125,000.00.
Assignment
Develop a business idea
Session Minutes
30
Minutes Student Attended
30
Lesson Comments
Jonathan was interested in the business development idea and we talked about possible ideas that suit his interests. Time permitting we will explore this further in our next class.
We followed up on the GME option trade to evaluate the price change and discussed other key money management tools and strategies used by professionals.
Session Minutes
60
Minutes Student Attended
60
Lesson Comments
Bobby was engaged and interested in today's discussion on options strategy. He is finding it difficult to understand completely but is making good progress.