Curriculum · Pillar Three

Investing basics
for teens

Compounding, diversification, and index funds — plus the practical question students actually ask: what can someone under 18 open, and with how much?

Investing is the pillar where students have the largest structural advantage and the least information. A 16-year-old has something no fund manager can buy: five decades of time. Almost everything worth knowing at the start follows from using that well rather than cleverly.

Compounding, and why age is the variable that matters

Compounding means your returns themselves earn returns. It is unremarkable over a year and overwhelming over forty.

Consider two people who each invest $200 a month at an assumed 7% annual return. One starts at 18 and stops at 28 — ten years of contributions, $24,000 total — and never adds another dollar. The other starts at 35 and contributes until 65: thirty years, $72,000. At 65, the person who contributed a third as much, but started seventeen years earlier, ends up with a comparable balance. Nothing about that gap is skill. It is arrival time.

7% is an illustration based on long-run historical averages, not a promise. Real returns vary enormously year to year, and past performance does not predict future results.

Risk is not the same as volatility

Volatility is how much a price moves. Risk is the chance you permanently lose money — often because you were forced to sell during a fall. For a long horizon, a volatile asset held through the volatility can be less risky than a stable one eroded by inflation.

This is why an emergency buffer comes first. Without one, a broken laptop turns a temporary decline into a permanent loss. See budgeting for how to size it.

Diversification and index funds

A single company can fail for reasons no analysis predicts. Owning many companies means no single failure is decisive. The cheapest way to own many companies is an index fund: rather than picking stocks, it holds essentially all of them in a market and charges very little to do it.

Two properties make this the standard starting point. First, cost — fee differences of a fraction of a percent compound into very large differences across decades. Second, evidence: the large majority of professional active managers underperform their benchmark index over long periods, after fees.

An ETF is an index fund that trades like a share, which is usually the most convenient form for a small first investment.

What a minor can actually open

Under 18, you generally cannot open a brokerage account alone. The two normal routes are:

  • A custodial account (UGMA/UTMA). A parent or guardian opens and controls it; the assets are legally yours and transfer to you at the age of majority.
  • A custodial Roth IRA. Only available if you have earned income, capped at what you earned. Contributions are after-tax, so growth and qualified withdrawals are tax-free — which, given a fifty-year horizon, is unusually powerful.

Most major brokerages offer both with no minimum and no commission on ETF trades. The realistic first amount is whatever you can leave untouched — $50 invested and left alone teaches more than $500 withdrawn in a panic.

What to be sceptical of

  • Anyone promising a specific return. Nobody knows next year's number. Anyone who says otherwise is selling something.
  • Finance content on social media. Creators are paid for engagement, not for your outcome. Screenshots of wins are not evidence; you never see the losses.
  • Frequent trading. Costs, taxes, and mistimed decisions compound against you just as reliably as returns compound for you.
  • Concentration in one story. A single stock or coin you feel certain about is the most common way beginners lose meaningful money.

A reasonable first sequence

  1. Build a small cash buffer you will not touch.
  2. If you have earned income, ask a parent about a custodial Roth IRA.
  3. Choose one broad, low-cost index fund. One is enough at the start.
  4. Automate a small recurring contribution.
  5. Do nothing else for a long time. This step is the hard one.

Next

The fourth pillar looks at how professionals actually do this with code: AI & quantitative finance. We teach all four pillars in person, free, at our events.