Florida B.E.S.T. MA.912.FL.4.5
The Standard
Compare different ways that portfolios can be diversified in investments.
Florida B.E.S.T. Standards for Mathematics
Teacher's field guide
What This Standard Means
What Students Need to Do
- Students examine different investment mixes and compare how risk is spread. They explain how choices across asset types, industries, company sizes, and regions change exposure to losses.
What Mastery Looks Like
- Students can spot when a portfolio is concentrated by company, industry, asset type, or location. They can recommend a change and explain how it spreads risk without removing all risk.
Common Misconceptions
- Students may think owning many stocks is diversified, even when all are in one industry. They may also think diversification prevents every loss or guarantees higher returns.
How to Assess It
- Portfolio A has five technology stocks. Portfolio B has a technology stock, bond fund, real estate fund, and international fund. Choose the more diversified portfolio and give two reasons.
Lesson moves
Ways to Teach It
Give groups 20 investment cards and have them build a portfolio spread across asset types, industries, company sizes, and regions.
Ask students to write which matters more, owning many investments or owning different kinds, then defend their answer with an example.
Play Concentration Detective by showing sample portfolios and awarding points for identifying hidden overlaps and proposing specific changes.
Compare two public fund fact sheets and identify differences in asset mix, industry exposure, geographic reach, fees, and past price changes.
Free download
Printable MA.912.FL.4.5 Worksheet
A ready-to-print activity worksheet aligned to MA.912.FL.4.5, with an answer key for the teacher on its own page. No account needed.
PDF, US Letter, prints cleanly in black and white.
Download the worksheetKeep exploring
Related Standards
- MA.912.FL.4.6
Simulate the purchase of a stock portfolio with a set amount of money, and evaluate its worth over time considering gains, losses and selling, taking into accou...
- MA.912.FL.4.3
Compare the advantages and disadvantages of various retirement savings plans using spreadsheets and other technology.
- MA.912.DP.5.3
Compare and contrast sampling methods.
- MA.912.FL.3.1
Compare simple, compound and continuously compounded interest over time.
Turn this exact standard into a lesson
Grade, subject, topic, and the complete standard are prefilled. Create one free, no account needed.