What you will learn
- Produce seven focused worksheets rather than seven price predictions.
- Distinguish ownership, value, cash and company information.
- Use your own final check to choose what needs repeating.
Sessions one and two: ownership and a checked purchase
Session one: read the explanation of a share and describe owning five of the fictional company’s 1,000 identical shares. The answer is 0.5 percent ownership, rather than five products or guaranteed income. Put the division and your own sentence explaining what you own on the worksheet.
Session two: use starting cash of SEK 1,000 and a fixed model price of SEK 50. Five shares cost SEK 250 and leave SEK 750 cash. Read the portfolio guide and check that holdings plus remaining cash equal SEK 1,000. The rules are whole shares, no fees and no external deposits; record them on the sheet.
Sessions three and four: value changes and company identity
Session three: the next model price is SEK 40. The holding is worth SEK 200 and the whole account SEK 950. The account changes by −5 percent, while the holding’s price changes by −20 percent. Show both fractions on the worksheet. Use the percentage lesson if you cannot explain why the answers differ.
Session four: create an identity card with fictional company name, currency, observation time and space for a report source. Read the company-search guide. Write missing beside any detail absent from the exercise evidence. The task is to identify what a later real-information exercise would need, rather than fill gaps with guesses.
Sessions five and six: facts, assumptions and an alternative
Session five: record an observed model fact and a separate hypothesis using the journal template. For example, a price of SEK 40 is provided, while a future price of SEK 60 is assumed. Calculating that assumed price does not make it a promise. Leave the later-review field blank until you have actually selected final evidence.
Session six: return to session two, rather than session three, and use a separate scenario in which price becomes SEK 55. Five shares are worth SEK 275; the same SEK 750 cash produces a total of SEK 1,025. The account shows +2.5 percent. Label the sheet alternative from the same start to avoid mixing the two price paths.
If the table does not fit, scroll it sideways.
| Scenario | Holding | Whole account |
|---|---|---|
| Price SEK 40 | SEK 200 | SEK 950 |
| Price SEK 55 | SEK 275 | SEK 1,025 |
Session seven: check your explanation and choose the next question
Lay out the first six worksheets and answer without reading solutions: What do I own? Why does value change? Where is the remaining money? Which information is missing? Which statement is a hypothesis? Mark each answer you can explain with a calculation or an explicit reference to the evidence.
Then complete the task below and make a seventh sheet with a correction or unanswered question. Read Investiq’s lessons guide to choose a follow-up. The paper plan requires no app account, purchase or particular launch status. It promises no built-in seven-day course, progress export or reminders in the app; check the product guide for the actual experience.
Try it yourself
A new starting account has SEK 600 cash. You buy four fictional shares for SEK 75 each and make no further trades or deposits. The model price becomes SEK 60. What is the ending account and its percentage change? Is ownership known without the company’s total share quantity?
Show the solution and explanation
The ending account is SEK 540 and the change is −10 percent. Ownership is unknown without the total share quantity.
The purchase costs SEK 300 and leaves SEK 300. The later holding is 4 × 60 = SEK 240, giving a total of SEK 540. (540 − 600) / 600 = −0.10. Four shares alone do not establish your proportion of the company.
Check your understanding
Does the SEK 55 scenario follow the SEK 40 scenario?
No. Both are separate alternatives from the same purchase and starting cash.
Must all seven sessions happen on seven consecutive calendar days?
No. The timing is a suggested plan; adjust the pace to questions that need more work.
Practise with virtual money
Try what you just learned in a practice portfolio with virtual money. You don't deposit any real money.
How the practice portfolio worksKeep learning and practising
More activities on this topic
Start and learn together
Sources and examples
- Investor.gov: stocks, ownership and risk
- Finansinspektionen: investigate company facts and risks (Swedish)
The sources support the factual explanations. Calculations and exercises were created for this lesson. Amounts and price changes are invented unless stated otherwise.
This material is educational and does not recommend securities to buy. A simulated result does not guarantee a future result.
