Student Worksheet — Session 7: Investing

Money, Values & You · 6th Grade Financial Literacy

Name

Date

Class Period

Part 1 — Vocabulary (write the definition in your own words)

Investing

Stock

Risk

Return

Diversification

Halal Investing

Part 2 — Key Concepts (fill in the blanks)

Saving is about              what you have. Investing is about making money              over time.

A              is a small ownership share in a company. If the company grows, your share              in value.

             means spreading investments across many companies so one failure doesn't ruin everything.

Halal investing means avoiding businesses that earn money from             ,             , or             .

Part 3 — Halal Stock Screen

Screen each company. Mark INVEST or SKIP and explain your reason.

Company	Decision	Reason
Apple (tech hardware & software)
Netflix (streaming, all content types)
Toyota (cars & vehicles)
Pepsi (beverages including alcohol brands)
Amazon (e-commerce, sells everything)

Which one was hardest to decide? Why?

Part 4 — Risk Ranking

Rank these from LOWEST risk (1) to HIGHEST risk (5):

Regular savings account — 2% per year, guaranteed

Stock in a brand-new startup company

Stock in a large, established company (e.g., Toyota)

Real estate (a house that rents out)

Piggy bank at home

What is the trade-off of choosing higher-risk investments?

Part 5 — Journal Prompt

"If you had $500 to invest for 10 years and couldn't touch it, what would you invest in and why? What would you avoid?"

Take-Home Challenge

Look up one company you use every day. Answer the questions below:

Company name:

It makes/sells:

Halal screen result: PASS FAIL Gray area

Reason: