Investiq – classroom worksheet

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Your fictional budget is SEK 10,000. No app account or deposit is needed. Use paper and a calculator. The scenario is invented, not a forecast.

1. Research two companies · 10 minutes

Choose two companies. What do they sell, who buys it, and which source supports your answer? Record the source and date. Separate facts from assumptions.

Company	Business and customers	Source and date
A
B

2. Allocate the budget · 10 minutes

Allocate SEK 10,000 between company A, company B and cash. Explain the allocation and identify one risk for each company.

Holding	Before	Share of budget	After
Company A
Company B
Cash
Total

3. Calculate a change · 10 minutes

Assume holding A falls 20%, while B and cash are unchanged. New value = 0.8 × A + B + cash. Calculate the change in both SEK and percent.

4. Discuss · 15 minutes

Which source was most useful, and why?
What information was missing when you chose your allocation?
What would make you change your mind?
How does the result change if you allocate less to A?

Teacher notes and worked answer

Example: A = SEK 4,000, B = SEK 4,000, cash = SEK 2,000. After the change: 3,200 + 4,000 + 2,000 = SEK 9,200. Change: −SEK 800, or −8%. If A is instead SEK 2,000 and B is SEK 6,000, the result is SEK 9,600 (−4%). This demonstrates the effect of this assumed change; it does not establish the best real-world portfolio.

Assess whether the group cites sources, states assumptions, calculates correctly and can reconsider its reasoning. Reward explanations rather than the highest simulated return.

Investiq · useinvestiq.com/en/schools