INTERACTIVE: Invest with STAX! (Due 9/9/22 End of Class)

Last updated 12 months ago
9 questions
Note from the author:

Do YOU have what it takes to be an expert investor? Play our new investing game to see if you can beat the market in a 20-year period and then answer the reflection questions down below. Good luck!

Do YOU have what it takes to be an expert investor? Play our new investing game to see if you can beat the market in a 20-year period and then answer the reflection questions down below. Good luck!

Cheat Sheet:
  • Review the STAX: Portfolio Dashboard Reference to familiarize yourself with how the game looks.
  • There are 7 different types of investment opportunities that will be explained in the information boxes. For extra help during the game, click the question mark at the top right of the asset box.
  • Every 6 months (30 seconds in the game), you receive pocket cash to invest.
  • Pocket cash represents 10% of your salary that you are saving.
  • Your pocket cash starts at $2,000 and increases over time as you get raises and bonuses!
  • Click on the double arrows button to toggle between balance and profit for each investment opportunity.
  • When you are finished with the game, keep your STAX results window open to answer the questions below.

Interactive: NGPF’s STAX

Take the link to play the game.

Reflection Questions:

Required
20

Take a screenshot of your portfolio at the end of the game and paste it in the box below.

Required
80
What approximate percentage did you have in each asset class? Complete the table below using the Investment Portfolio pie chart. Estimate the percentage for each of the asset classes using the pie chart as a reference.

Type of Asset


Savings Account

Dollar Amount:_______
Percentage:_______

Certificate of Deposit

Dollar Amount:_______
Percentage:_______

Index Fund

Dollar Amount:_______
Percentage:_______

Individual Stocks

Dollar Amount:_______
Percentage:_______

Government bonds

Dollar Amount:_______
Percentage:_______

Commodity Crops

Dollar Amount:_______
Percentage:_______

Gold

Dollar Amount:_______
Percentage:_______
Required
10

Looking at the table above, did you finish the game with a diversified portfolio? Explain.

Required
20
Describe your investment strategy as you played the game.

What was your plan when you first started playing and how did it change during the course of the game?_______

If you didn’t have a strategy, why not?_______
Required
10

Describe the various emotions you felt as you played the game. How did your emotions impact your decision-making while playing the game? Provide specific examples.

Required
10

What strategy did the computer follow? Why do you think that strategy was so successful in beating so many of the students in your class?

Required
10

Your friend brags, “It was easy to try to beat the computer in the STAX game. I made $100,000 more with my strategy of actively trading those individual stocks. Why would you want to just buy an index fund? It’s so much fun to try to beat the market!” How would you respond?

Required
10

If you had the opportunity to play STAX a second time, what would be your strategy?

Required
10

What do you think would be the consequences of having less money saved for retirement? How would that impact your life?