Save, Invest, or Spend—HONORS

Investment Data Sheet

Your Name __________________________________

Complete this worksheet for the investment options you research. Remember that you will have to
include at least one conservative investment, one moderate investment, and one aggressive
investment in your portfolio.

Conservative Investment

Name of company or
investment

Company details

Type of investment

Risk level

Expected rate of return

Minimum required
investment (dollar amount)

Why are you interested in

this investment?

Moderate Investment

Name of company or
investment

Company details

Type of investment

Risk level

Unless Otherwise Noted All Content © 2022 Florida Virtual School.

FlexPoint Education Cloud™ is a trademark of Florida Virtual School.
Moderate Investment

Name of company or
investment

Expected rate of return

Minimum required
investment (dollar amount)

Why are you interested in

this investment?

Aggressive Investment

Name of company or
investment

Company details

Type of investment

Risk level

Expected rate of return

Minimum required
investment (dollar amount)

Why are you interested in

this investment?

Unless Otherwise Noted All Content © 2022 Florida Virtual School.

FlexPoint Education Cloud™ is a trademark of Florida Virtual School.