Explore the Financial Orchard as Memoon goes from customer to shareholder.

• 133 PDF pages
• Illustrated ebook
• Chapter quizzes

About this book

An illustrated investing story and practice guide for ages 13-15. Follow Memoon from customer to shareholder in the Financial Orchard.

Look inside funds for shared holdings, calculate weighted exposure, and compare a single-company setback with a market-wide fall. Work through inflation and rebalancing decisions.

Chapter quizzes ask readers to calculate outcomes and choose reasons for decisions. The free sample shows why different fund names can hide overlap and why diversification does not prevent every loss.

How each chapter works
Illustrated investing story and practice guide

What they’ll learn

• Compare shares, bonds and pooled funds.
• Explain how expectations and trading move market prices.
• Use diversification and asset allocation to think through risk and inflation.

Contents

1. 1The Pipe Under the Path
2. 2A Piece of the Press
3. 3A Promise in Ink
4. 4The Basket and the List
5. 5The Guava Problem
6. 6The Orchard Map
7. 7What One Hundred Buys
8. 8The Empty Harvest Crate
9. 9The Receipt That Stayed
10. 10The Gate Opens

Who it’s for

Ages 13-15. Read the story independently and use the worked examples and practice questions to explain a decision.

What you need: Paper, a pencil and an optional calculator for the fictional investing examples.

Included with your purchase

• The bookThe 133-page illustrated PDF ebook
• Chapter quizzes with lifetime accessPractise chapter skills, with answers, explanations and progress saved to your account.

Try a free sample: selected story and activity pages

Can’t see the sample? Open it in a new tab.

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