Investment tracking worksheet
Investment Tracking Worksheet
Name: _______________________
Date: _______________________
Investment Time Period: _______________________
1. Initial Investment Allocation
In this section, allocate your initial investment across the following categories. You have $10,000 to allocate. Write the amount you invest in each category and the percentage of your total investment it represents.
| Investment Category | Amount Invested ($) | Percentage of Total Investment |
|---|---|---|
| Stocks | $ | % |
| Real Estate | $ | % |
| Cryptocurrency | $ | % |
| Cash/Other Investments | $ | % |
| Total | $10,000 | 100% |
2. Scenario Roll (D6) – Tracking Changes
Roll a 6-sided die (D6) to determine the scenario that will influence your investments. Write down the results below:
| Roll (D6) | Scenario | Impact on Investments | Action Taken (If any) |
|---|---|---|---|
| 1 | Economic Boom | +5% to all investments | |
| 2 | Market Crash | -20% to stocks and cryptocurrency | |
| 3 | Housing Market Growth | +10% to real estate | |
| 4 | Regulatory Changes (Cryptocurrency) | No growth for cryptocurrency | |
| 5 | Economic Boom | +5% to all investments | |
| 6 | Market Crash | -20% to stocks and cryptocurrency |
Roll result: _______________
Scenario Impact Applied: _____________________________________
Action Taken (If any): ______________________________________
3. Portfolio After Scenario Application
Now, calculate how the scenario you rolled has impacted your investments. Use the following formulas to calculate the change for each category:
- Stocks: If the scenario involves a gain or loss, calculate it as follows: (Initial Investment) x (Change Percentage) = Gain or Loss
- Real Estate: If the scenario involves a gain or loss, calculate it as follows: (Initial Investment) x (Change Percentage) = Gain or Loss
- Cryptocurrency: Apply the change percentage based on the scenario (e.g., -20% for market crash or 0% for regulatory changes).
- Other Investments: If no change is stated, your investment remains the same.
| Investment Category | Initial Amount Invested ($) | Scenario Impact (%) | Amount Gained/Lost ($) | New Value ($) |
|---|---|---|---|---|
| Stocks | $ | % | $ | $ |
| Real Estate | $ | % | $ | $ |
| Cryptocurrency | $ | % | $ | $ |
| Cash/Other Investments | $ | 0% | $ | $ |
| Total | $10,000 | $ | $ |
4. Total Portfolio Value and Final Reflection
- Total Portfolio Value After Scenario Impact: Calculate the total value of your portfolio after applying the changes from the scenario. Total Portfolio Value: $ ____________________________
- Reflection:
- Did the scenario have a positive or negative impact on your investments?
- How do you feel about your portfolio’s performance?
- If you could adjust your allocations, what changes would you make for next time?
5. Future Actions and Strategy
Based on your current results, answer the following questions:
- Would you change your investment strategy based on your current performance? Why or why not?
- What other factors might influence your decisions in real life (e.g., interest rates, inflation, political events)?
Notes and Observations:
Use this space to write any additional thoughts, observations, or strategies you’ve learned throughout the exercise.
End of Worksheet
This worksheet will help students track their investment decisions, assess how different economic scenarios impact their portfolios, and reflect on their overall strategy. It encourages both critical thinking and practical application of investment concepts.
