1 U S E R S G U I D E Table of Contents SMGWW Homepage Enter The SMG Portfolio Menu Page Changing Your Password Steps for Making a Trade Investor Research American Indices Enter a Trade Pending Transactions Account Summary Account Holdings Transaction Notes Transaction History Gains and Losses Terms You Need To Know Rules of The SMG SMG WORLDWIDE Welcome to SMG Worldwide (SMG or SMGWW). This new and improved on-line version of The Stock Market Game (formerly called SMG000) includes a number of new features, including access to stock research, help screens on every page of the portfolio, and Market Mysteries, which are fun activities for students to use with SMGWW. GETTING STARTED To access SMGWW, you must have a computer with Internet access. Once you are on-line, open your Web browser. In the field for the URL, location, or Web address, type in and hit return. Copyright 000 Securities Industry Foundation for Economic Education. All rights reserved. Provided for educational purposes without warranty expressed or implied.
3 Welcome to the SMG WORLDWIDE Homepage! The Stock Market Game User s Guide You can always go back to the SMGWW Homepage by clicking on the SMG WORLDWIDE Globe. ENTER THE SMG - Once you have received a Username and Password from your Advisor for you and your team, you can get to your portfolio by clicking on the ENTER THE SMG button. HOW TO ACCESS YOUR PORTFOLIO Click on this link to learn how to go to your portfolio of stocks. 4 SAMPLE SMG PORTFOLIO Click on this link to see a sample portfolio, including the main screen, account holdings, and rankings. RULES OF THE GAME This section lists all of the 4 national rules for SMG. The national rules can also be found on the last page of this guide. State Coordinators may have additional rules for those participating in their state. Check with your advisor for these rules. All students are expected to follow all national and state SMG rules and guidelines. Copyright 000 Securities Industry Foundation for Economic Education. All rights reserved. Provided for educational purposes without warranty expressed or implied.
4 The Stock Market Game User s Guide Enter The SMG Your username is also known as your team ID. To get to your portfolio, click on the ENTER THE SMG button on the SMGWW Homepage. Your username will contain one or more underscores (_). This is created by holding down the shift key and hitting the "-" key in the upper right corner of your keyboard. Passwords must be entered exactly as they appear in the sent to your advisor. Pay special attention to capitalized letters. Once your team is in your portfolio, you can change your password. Enter your team ID in the Username box and your password in the Password box. Then click on the ENTER THE GAME button. This will take you to your portfolio s main menu. Forgot your password? Ask your advisor. DO NOT share your team password with anyone except your advisor and team members. Anyone with access to your team username and password can get into your team s portfolio and enter trades or change your password. Copyright 000 Securities Industry Foundation for Economic Education. All rights reserved. Provided for educational purposes without warranty expressed or implied.
5 Portfolio Menu Page The Stock Market Game User s Guide To help keep your portfolio secure, SMG has a built in logoff function. If you have not sent or received information for more than 5 minutes, you will automatically be logged out of your portfolio and will have to re-enter your username and password to log back in. From each portfolio page, you can go to on-line help screens by clicking on the HELP icon (a question mark). There are help screens for: Change Password Investor Research Enter a Trade Account Summary Account Holdings Pending Transaction Transaction Notes Transaction History Gains and Losses Rankings From the Portfolio Main Menu, you can access the following. Trading links - These allow you to research stocks and companies, make trades, and access portfolio pages: Account Summary Account Holding Transaction History Gains and Losses Investor Research Enter a Trade Pending Transactions Transaction Notes American Indices Many of the trading links will be described in more detail in this guide. Market Mysteries - This section provides optional fun activities for you and your team. Logoff - This link allows you to log out of SMG. It also gives you the opportunity to log back in by using your username and password. 4 Change Password - The password assigned to your team will be a random sequence of capital letters and numbers. Your team may want to choose a new password that will be easier to remember. The Change Password screen allows you to choose in a new password. Outside Links - This takes you to a listing of (web) sites 5 of interest. This includes links to many of the U.S. stock market exchange home pages, links to educational information on economics and investing, information and research on stocks, and free software downloads that may be helpful. Learning Resource Center - The Learning Resource 6 Center provides educational materials for teachers to use in the classroom. NOTE: This icon is not on the student portfolio menus. Rankings - This link takes you to SMG rankings, which 7 show how your team is doing compared to the other teams in your region and state. Rankings are determined by the total equity in the portfolios. Copyright 000 Securities Industry Foundation for Economic Education. All rights reserved. Provided for educational purposes without warranty expressed or implied.
6 4 The Stock Market Game User s Guide Changing Your Password 4 Passwords are upper and lower case sensitive. For example, if your password is Stock, you must enter it with a capital S; stock will not work. Type your current (assigned) team password in the box labeled Your Old Password. Type in a new password your team has chosen in the box labeled Your New Password. You may use any combination of letters and/or numbers. Type in your new password once again in the Confirm New Password box. Once you have filled in all the boxes, click on the 4 CHANGE MY PASSWORD button. If you entered your old password incorrectly, you will get a message stating your old password is invalid. If this happens, hit the back button and re-enter your old password. If the password you entered to confirm the change does not exactly match the new password you entered, you will get a message: Please re-enter and confirm password - they do not match now. If this happens, click on the OK button and reenter and confirm your new password. Steps for Making a Trade Pick a stock. You will need to decide what company or stock to trade, how many shares to trade, and whether you want to buy it or short sell it. You can research companies and stocks through the Investor Research link. Once you have selected stock, find the ticker symbol (all trades in SMG are made with ticker symbols). To find the ticker symbol, go to the Ticker Lookup link in the Investor Research or Enter a Trade functions. 4 Go to Enter a Trade and make your trade. After you have entered and confirmed your trade, check Pending Transactions to make sure it is in the system. At this point, you can cancel your trade if you choose, as long as it is before the close of market (4 p.m. EST). Trades made before the close of market should appear in your portfolio the following morning. Trades entered before the close of market (4 p.m. EST) will go through at that day s closing price. Trades made after the close of market will go through at the following day s closing price. The next day, check Account Holdings to make sure that 5 the trade went through. If it does not appear in Account Holdings, check Pending Transactions. If the trade does not appear in Account Holdings or 6 Pending Transactions, check Transaction Notes. Transaction Notes will list every attempted trade. If the trade went through, it will say order executed. If the trade did not go through, it will explain why. (See Transaction Notes section of this guide for a list of explanations.) If a stock appears in your Account Holdings that you did 7 not trade, or a stock you had in your portfolio no longer appears in Account Holdings, check Transaction History. This lists all of the activity in your portfolio. Things such as mergers, dividends, and stock splits will show up here and will most likely answer any questions you have about the stocks in your portfolio. Also check Corporate News in Investor Research to find current information about a company or stock. If you have checked Pending Transactions, Transaction Notes, and Transaction History and still can not explain why a trade did not go through or what happened to a stock on your portfolio, ask your advisor for help. Copyright 000 Securities Industry Foundation for Economic Education. All rights reserved. Provided for educational purposes without warranty expressed or implied.
7 The Stock Market Game User s Guide 5 Investor Research Your team can research stocks and companies through the Investor Research section. A wealth of information from current trading price of the stock to corporate news that may impact the stock s price can be accessed through this section. You can look up ticker symbols for stocks you want to research or trade by clicking on the Ticker Lookup link. The most-used section of Investor Research is the Quote Summary. To find the Quote Summary, enter the ticker symbol in the Ticker box, make sure Quote Summary is selected, and click on the GO button. The Quote Summary includes technical information such as: last sale price percent change previous close today s high today s low It also includes fundamentals such as: P/E ratio dividends estimated earnings per share And performance indicators such as: 5 week high and low beta American Indices The American Indices section lists a number of common indices, such as the Dow Jones Industrial Average (DJIA) and S&P 500, that people use to watch the market. Some of the indices contain companies from a variety of industries. These indices are used to indicate general market trends. Other indices are made up of companies from a particular industry ( e.g., insurance, technology, etc.). These indices are used to indicate general trends in that industry. Copyright 000 Securities Industry Foundation for Economic Education. All rights reserved. Provided for educational purposes without warranty expressed or implied.
8 6 The Stock Market Game User s Guide Enter a Trade The Enter a Trade function is where you enter buy, sell, short sell and short cover transactions. Select the type of trade you would like to make: buy, sell, short sell, short cover Enter the ticker symbol of the stock you are trading. If you do not know the ticker symbol, click on Ticker Symbol and a Ticker Symbol Lookup window will appear. Once you have entered the ticker symbol, click on Validate Ticker. A Ticker Validation window will appear, listing the name of the company and the current trading price. 4 Enter the number of shares you want to trade. You can only sell a stock you have previously bought. You can only short cover a stock you have previously short sold. Pending Transactions 5 Select the Order Type. If you want the trade to go through regardless of the market price, select Market. If you want to set a price limit, select Limit. You must then enter a limit price in the Limit Price box. NOTE: You must enter a dollar amount per share - no fractions. Click on the PREVIEW TRADE box. If the trade is correct, enter 6 your password and click on the CONFIRM TRADE button. If you would like to edit the trade, click on the EDIT TRADE button. Pending Transactions is a list of all the trades that have been entered but have not yet been executed. A trade will appear in Pending Transactions after it has been entered and will remain there until it goes through and appears in your portfolio. Pending Transactions will list the type of trade you entered, the number of shares, the ticker symbol, the limit price (if any), and the date and time the trade was entered. Trades listed in Pending Transactions can be canceled before the close of market (4 p.m. EST). To cancel a trade, click on the Cancel Order link. Copyright 000 Securities Industry Foundation for Economic Education. All rights reserved. Provided for educational purposes without warranty expressed or implied.
9 Account Summary The Stock Market Game User s Guide 7 The Account Summary provides a financial summary of your portfolio. Important information such as total equity of the portfolio and buying power are listed here. Account Summary displays current portfolio information. To view Account Summary information for a different day, enter the date (month, day, year) and click on the Update Table button. Account Summary information for the date you entered as well as today s information will be displayed. Some of the most useful information listed in the Account Summary are: Cash Balance - the amount of money left over from the initial $00,000. This is the amount of money you have to spend on buying stock and short sales if you do not want to go out on margin (i.e., borrow money). A negative amount in the Cash Balance indicates that you have already bought on margin. Total Equity - the value of your cash and stocks on the long position. Total Equity is used to determine rankings. Buying Power - the total amount of money available for stock purchases and short sales when fully extended on margin. Percent Return - the percent you have gained or lost since the beginning of the SMG session. If the number is positive, you have gained; if it is negative, you have lost money. For more definitions of terms and equations, see the Terms You Need To Know section of this guide. Account Holdings The Account Holdings provides a listing of stocks currently held in your portfolio, including their current price and any unrealized gains and losses. If a stock is held in a short position, the shares will have a negative sign (-) in front of them, indicating that is the number of shares owed to the broker. Some of the most useful information here is: Unrealized Gains and Losses - how much money you have gained or lost on that stock at its current value. A negative number indicates a loss. % Unrealized Gains and Losses - the amount of money you have gained or lost on that stock as a percentage of the original cost. Option - if you click on the Trade link of the stock you would like to trade, you will be taken directly to the Enter a Trade function where you can make your trade. Copyright 000 Securities Industry Foundation for Economic Education. All rights reserved. Provided for educational purposes without warranty expressed or implied.
10 8 The Stock Market Game User s Guide Transaction Notes Transaction Notes lists all of the trades your team has entered during SMG. Any trades that have been processed are marked Order Executed. Transaction Notes is the first place to look when a trade you entered does not appear in Account Holdings after 4 hours. Any errors or problems with the trade will be explained here. If a trade does not go through, an explanation can be found in the Description column. Possible explanations include: Account Margin Exceeded by: $. You did not have enough money for the trade, even if you borrowed the maximum. Account Position Not Short. You attempted to short cover a stock that you did not have in your portfolio in a short position. Remember, you cannot short cover a stock you have not previously short sold. Cannot Buy a Stock Below $5.00. You attempted buy a stock that was trading for less than $5.00 per share. This is not allowed in The SMG. Could Not Cancel Order. You attempted to cancel an order that will still in Pending Transactions, but the market had already closed for the day and the trade could not be canceled. Invalid Symbol or Price Feed System Down. If you get this message, you may have entered the ticker symbol incorrectly or part of the system may be down. Check the ticker symbol by using Investor Research and re-enter the trade. You can also check the ticker symbol by going to Enter a Trade and using Ticker Lookup or Validate Ticker. Order Price is Away From Market. You entered a limit price that was not met. Order Rejected. You attempted to sell a stock that you did not own. Remember, you can only sell a stock that you have previously bought. Problem with Order. The order stayed in Pending Transactions too long and did not go through. If this happens, enter the order again. Security Not Found on Sec Mast Xref File and OSS Sec Mast. You attempted to trade a stock that was not in the system. Usually this means the stock does not trade on one of the three exchanges used in The SMG. If you receive this message and are sure the stock is traded on one of the three exchanges, please have your advisor contact your state Coordinator. Order Canceled. You canceled the trade before the close of market, while it was still in Pending Transactions. Symbol Price is Zero on OSS Security Database. There is no price or historical data for the security listed. You will get this error message if you attempt to trade a stock that has been delisted or is not yet listed, e.g., an IPO (see Terms You Need to Know in this guide). This is a Possible Error. You will get this message if a system error occurred during processing. If you get this message, check Account Holdings the day after you entered the trade to see if it has been processed. If not, reenter the trade. Unknown Quote Feed Error. Order Rejected. This message appears if SMGWW experiences difficulties getting a price from Bridge. If you get this message, re-enter your trade. Copyright 000 Securities Industry Foundation for Economic Education. All rights reserved. Provided for educational purposes without warranty expressed or implied.
11 The Stock Market Game User s Guide 9 Transaction History Transaction History shows all activity that has occurred in your portfolio during the SMG session, including: trades commission interest paid or received dividends stock splits mergers or acquisitions To see transactions from a certain time period, input the first date of the range in the boxes under Show From and the last date of the range in the To boxes. When inputting the year, input all four digits, not just the last two. If no dates are entered, the transactions for the last seven days will be listed. Click on the GENERATE SCREEN REPORT button to get the report of transactions. The Transaction History report will list: Transaction History is where you should look transaction type (e.g., buy) number of shares if you have questions about a stock in your ticker symbol date of transaction portfolio (e.g., a stock appears that you didn t cost per share trade). Transaction History can help you figure net amount of transaction out what happened. fees and commission Gains and Losses Gains and Losses shows all realized gains or losses on stock trades. Gains (or losses) only become realized when a stock position is closed, either sold or short covered. Interest received or paid and dividends received are also considered realized gains or losses. The Gains and Losses report will list: ticker symbol net sale price number of shares sale date original cost gains and losses net cost per share gains and losses % proceeds Any stock that is still held in your portfolio will not be listed on this page; gains and losses for stocks still held in the portfolio are unrealized. Copyright 000 Securities Industry Foundation for Economic Education. All rights reserved. Provided for educational purposes without warranty expressed or implied.
12 0 The Stock Market Game User s Guide Terms you need to know Available Equity: The amount of equity available for supporting additional buy and short sell transactions. This is the most the team can provide for their part of the 50% initial margin requirement. If this figure is negative, all buy and short sell transactions will be rejected. Available Equity = Total Equity - [(Value of Longs + Value of Shorts ) x 0.50] Buying Power: The total amount of money available for stock purchases and short sales when fully extended on margin. Note that the payment of broker s fees and interest charges not only reduces your balance, but also reduces your ability to borrow. Buying Power = Available Equity x Cash Balance: The amount of cash left from the initial $00,000. Once trading begins, the cost of all stock purchases is deducted along with any interest payments and realized losses. Any interest payments received, dividends, and realized gains are added back to the cash balance. If the cash balance is zero, any new buy or short sell transactions will be funded through borrowing on margin. If the cash balance is negative, this is the amount of money borrowed on margin. Collateral: Property (e.g., stocks in SMG) pledged by a borrower that will be transferred to the lender if the borrower cannot repay the loan. Commission Fees: A % fee is charged on all stock transactions. The total of all commission fees is listed in the Account Summary. Each individual commission fee is listed in the Transaction History. Commission Fee = Value of Trade x 0.0 Cost Averaging: Averaging the cost of multiple trades (buys or short sells) of the same security. Like trades of the same security will be combined into one line in Account Holdings and Realized Gains/Losses. Cost averaging is done by dividing the total cost of all like trades in the same security by the total number of shares traded. Delisted: A stock that has been delisted has been removed from an exchange and cannot be traded. A company s stock may become delisted if it files for bankruptcy, merges with another company, moves from one exchange to another, or fails to meet exchange minimum standards. If you try to trade a stock that has been delisted, your order will be rejected. If a stock you own is delisted, it will be liquidated and any gain or loss will appear on the Gains & Losses page. Dividends: Money or shares paid out to those who own stock as a share of the company s profits. In SMG, dividends paid will be listed in Transaction History and will be included in the total equity of the portfolio. Equity: See Total Equity. Initial Margin Requirement: The percent (50% in SMG) of collateral required to finance a purchase or short sell transaction. The concept of a margin requirement is aimed at: ) limiting the amount of money that may be borrowed to finance trading in stocks (the Federal Reserve sets margin requirements); and ) providing protection to the broker making the loan of money (for purchases) or stock (for short sales) against adverse changes in the market value of the collateral (long and short positions). See Maintenance Margin Requirement. Initial Margin Requirement = (Value of Longs + Value of Shorts ) x 0.50 IPO (Initial Public Offering): When a company switches from being privately owned to publicly owned (or goes public ), the initial offering of stock for sale is called an IPO. IPOs will be available for trading after they have been added to the SMG system. Interest on Cash: Money received for cash held in a bank account. In SMG, your average daily cash balance is calculated and you are paid interest weekly at an annual rate of 5%. Interest on Cash = Cash Balance x (0.05/5) Interest on Loans: Similar to the interest on cash balances, your average daily balance of money borrowed on margin is calculated and you are charged interest weekly at an annual rate of 7%. Interest on Loans = Money Borrowed on Margin x (0.07/5) Liquidate: To liquidate a stock holding, the stock must be either sold or short covered. To liquidate a portfolio, all open positions must be closed. You do not need to liquidate your porfolio at the end of the session. Long Position: A stock that is bought (versus short sold) is referred to as being held in a long position. The value of a stock held in a long position is the current price per share times the number of shares held. The Value of Longs figure in the Account Summary shows the current value of all the stocks in your portfolio that are in the long position. Copyright 000 Securities Industry Foundation for Economic Education. All rights reserved. Provided for educational purposes without warranty expressed or implied.
13 The Stock Market Game User s Guide Terms you need to know - continued Maintenance Margin Requirement: Also known as Minimum Maintenance, this is the minimum margin requirement (0% in SMG) that a team portfolio must maintain after borrowing on margin. If the total equity in your portfolio falls below 0% of the value of your long and short positions, your team will receive a margin call and you will have to sell or short cover some of your stocks. Note: For the following formula, use the absolute value (positive value) of the Value of Shorts. Maintenance Margin Requirement = 0.0 x (Value of Longs + Value of Shorts ) Margin Call: A warning that the total equity in your portfolio has fallen below the 0% maintenance margin requirement; a request for additional equity in to meet the maintenance margin requirement. If you receive a margin call, you will have three weeks to meet the 0% requirement. This can be accomplished if the value of your holdings increases or by selling or short covering a stock(s). The proceeds of any sale or short cover will be used to pay off some of the money you borrowed (i.e., reduce the amount on margin). If the requirement is not satisfied within three weeks, SMG will sell or short cover long and short positions, beginning with the lowest priced stocks, until the minimum maintenance requirement is met. Net Equity Gain: The amount of money your team has gained or lost since the beginning of SMG. Net Equity Gain = Total Equity - $00,000 Net Cost/Share: For stocks in the long position, the amount of money spent on each share of stock, including the commission. If multiple trades of the same stock were made, the net cost per share will be an average of the net costs per share of each trade. Net Cost/Share = price of each share of stock x.0 Net Interest: The amount of interest received on a cash balance minus any interest paid on a margin loan. The net interest is listed in the Account Summary and individual interest activity is listed in Transaction History. are willing to sell each share for when selling or short selling a stock. You may enter a price limit when entering a transaction in the Enter a Trade section. The use of price limits is optional and serves to protect you against sharp market movements. Realized Gains & Losses: The total amount of profit or loss realized from the sale or short cover of a stock. Interest received or paid and dividends received are also considered realized gains or losses. Any stock that is still held in your portfolio will not be listed in Realized Gains & Losses. Realized Gains & Losses = Proceeds - Original Cost Short Cover: Buying stock to replace the stock you originally borrowed from the broker for a short sell transaction. When you short cover, you are closing the short position. Short Position: A stock that has been short sold is referred to as being held in a short position. Short Sell: Borrowing shares of a stock from your broker to sell on the open market. At some point, you must cover the short or buy enough shares to return those you borrowed. Short selling is a strategy used by those who think the price of a stock is going to decrease in the short term. The idea is to sell the borrowed stock now at a higher price, and once the value of the stock falls, to buy it to replace the borrowed stock. The profit is the difference between what is paid per share and what is received per share. Beware if the price of the stock begins to rise, because at some point the stock must be bought back (short covered) and returned to the broker. The value of a short position is the current price per share times the number of shares sold short. Team Portfolio: A record of all transactions, activity, and stock positions of a team. It is typically updated daily. Total Equity: The net value of a team portfolio and the figure on which team rankings are based. Total Equity = Cash Balance + Value of Longs Percent Return: The percent gained or lost in the team s portfolio since the beginning of the SMG session. Percent Return: Net Equity Gain / $00,000 Unrealized Gain & Loss: The difference in the initial purchase price of a stock and the current value of the stock. The gain or loss is unrealized, because the stock has not been sold or short covered (i.e., the position has not been closed). Price Limit: The maximum you are willing to pay per share when buying or short covering a stock or the minimum you Copyright 000 Securities Industry Foundation for Economic Education. All rights reserved. Provided for educational purposes without warranty expressed or implied.
14 The Stock Market Game User s Guide Rules of the SMG Trading Rules. Each team begins The SMG with $00,000 in cash and may borrow additional funds. How much you may borrow is dependent upon the equity in your account. Interest is charged weekly on negative cash balances at an annual rate of 7.00%, and credited weekly on positive cash balances at an annual rate of 5.00%.. You may trade only those common stocks listed on the American Stock Exchange, Nasdaq Stock Market and the New York Stock Exchange. You may not trade preferred stock (those listed with a pf after their name in the stock tables).. All transactions are made on the basis of daily closing prices, which can be found in the next day s newspaper or by using the price quote facilities of SMG WORLDWIDE. 4. All buy orders must be a minimum of 00 shares. Sell orders for less than 00 shares will be permitted. 5. SMG WORLDWIDE does not permit buying stocks that trade below $5 per share. Such orders will be rejected. Sell transactions for existing long positions will be accepted, even if the price is less than $5.00 per share. (There are a number of reasons for this rule. Low priced stocks, known as penny stocks, are very risky and volatile investments. Accordingly, brokers will not permit their customers to trade such securities on margin, just as SMG WORLDWIDE does not. Also, penny stocks tend to have very shallow markets and their prices move sharply with large orders, unlike SMG WORLDWIDE where transactions are executed at closing prices regardless of order size). 6. Trades can only be processed in whole and will be rejected if sufficient buying power does not exist. 7. A % broker s fee is charged for all transactions. For example, if you buy 00 shares of a stock at $0 per share, you must pay the % of $000 or $0. 8. The SMG is run Monday through Friday. Teams may trade on any day the participating stock markets are open. 9. Trades entered after close of market (4:00 p.m. E.T.) will be priced at next day s closing price. 0. Teams do not have to liquidate their portfolios at the end of the SMG. Winners will be determined on the basis of the equity in their portfolios at the end of the final transaction day. (Some states may use an essay contest to determine winners). Short Sell/Short Cover Rules. All short sell orders must be for a minimum of 00 shares. Short cover orders for less than 00 shares will be permitted.. SMG WORLDWIDE does not permit short sells on stocks that trade below $5.00 per share. Such orders will be rejected. Short cover transactions for existing short positions will be accepted, even if the price is less than $5.00 per share. (See Rule #6 for an explanation). Portfolios. A record of a team s portfolio and transactions will be available daily. 4. No back posting of trades will be done for trades of securities not contained within the SMG WORLDWIDE Security Table. Once the missing security has been added to the Security Table the security can then be traded. The same rule applies to trades rejected if they are incorrectly pricing below $5. Once the pricing has been corrected the stock can then be traded. 5. Stock and cash dividends and stock splits are automatically computed into your portfolio. However, you are required to check them for accuracy. Promptly notify your Coordinator at their address of any problems you encounter. 6. Participants of the end of day pricing SMG may delete pending transactions prior to market close. Additional Rules 7. Any violation of the rules of the SMG may result in the invalidation of a transaction. Repeated violation of the rules may result in the disqualification of a team. 8. Additional rules have been developed in some states and, if applicable, have been included in your Coordinator s Information Page. It is the responsibility of your team to learn and abide by all rules. You may want to write additional rules here: Copyright 000 Securities Industry Foundation for Economic Education. All rights reserved. Provided for educational purposes without warranty expressed or implied.
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How Securities Are Traded What is this project about? You will learn how securities are traded on exchanges, particularly how to conduct margin trades, short sales, and submit limit orders. What case do
Creating and Monitoring A Diversified Stock Portfolio Acknowledgement This publication was made possible by a grant from the FINRA Investor Education Foundation. The FINRA Investor Education Foundation
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Investing in Stocks McGraw-Hill/Irwin Copyright 2012 by The McGraw-Hill Companies, Inc. All rights reserved. 14-1 Invest in stocks Learning Objectives Identify the most important features of common and
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Getting Started: Proprietary Trading Group STL June 2014 2014 Interactive Brokers LLC. All Rights Reserved Any symbols displayed within these pages are for illustrative purposes only, and are not intended
ab Loan Disclosure Statement Risk Factors You Should Consider Before Using Margin or Other Loans Secured by Your Securities Accounts This brochure is only a summary of certain risk factors you should consider
HOW TO BUY A STOCK BY KELLY GREEN HOW TO BUY A STOCK WELCOME TO THE WORLD OF STOCK TRADING We understand that buying your first stock can be a daunting process. But if you break it down into smaller steps,
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FINANCIAL LITERACY I HowTheStockMarketWorks.com Sign Up and Trading Instructions 2014 LOT Program 1 Contest Details Contest Name 2014 LOT Stock Game Description This is the 2014 LOT Program Student Stock
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Homework Margin Purchases Dr. Patrick Toche A dagger indicates a possibly more challenging question. Maintenance Margin 1. You are bullish on Telecom stock. The current market price is $50 per share, and
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Section 1 - Overview; trading and leverage defined Download this in PDF format. In this lesson I am going to shift the focus from an investment orientation to trading. Although "option traders" receive
Getting Started: Investment Manager - Multiple Fund Account March 2015 2015 Interactive Brokers LLC. All Rights Reserved Any symbols displayed within these pages are for illustrative purposes only, and
PROJECT 8: SAVING AND INVESTING FOR THE LONG TERM INSTRUCTOR OVERVIEW INSTRUCTIONAL OBJECTIVES Building wealth over the long term requires an understanding of investment strategies to reach your goals.
Introduction To Financial Markets & Investing Matthew Lawson, M.D. Getting Started A true story Internal Medicine Intern Recently married Husband has Financial Planner assigned through his employer Neither
FAQ An Investment Advisory Firm What is QASH Flow Advantage? It is a time-tested model that includes three strategic components: A portfolio of carefully selected Exchange-Traded Funds (ETFs) for diversification
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Stock Market Basics What are Stocks? Stock is ownership in a publicly traded company. Stock is a claim on the company s assets and earnings. The more stock you have, the greater your claim as an owner.
Corporate Bankruptcy What Every Investor Should Know... Corporate Bankruptcy What happens when a public company files for protection under the federal bankruptcy laws? Who protects the interests of investors?
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ASB Securities ASB Margin Lending 2 Contents 01 ASB Margin Lending Widen your investment portfolio How does it work? 02 Why use Margin Lending? 03 The ASB Securities Margin Lending Service 04 The risk/reward
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BUYING STOCKS ON MARGIN The Basics BEFORE YOU INVEST, INVESTIGATE TM Securities Industry Association SIA thanks the Discount Brokerage and Investor Education Committees and the public relations executives
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Initiating Buys, Sells and Exchanges via the Advisor Desktop From your Assets Under Management landing page you can access the Trade Set page from the Account overview page. Search for an account by using
A User s Guide to Self-directed Brokerage Accounts (SDAs) From Retirement Brokerage Services Table of Contents Introduction Managing Your Self-directed Brokerage Account (SDA) Funding Your SDA pg. 3 Transferring
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U.S. ELECTRONIC TRADING USER GUIDE 1 1. Getting Started SinoPac Securities (Asia) US Online Trading platform has the following features to help you profit from markets in the US: Direct orders to NASDAQ
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Margin Trading Tutorial http://www.investopedia.com/university/margin/ Thanks very much for downloading the printable version of this tutorial. As always, we welcome any feedback or suggestions. http://www.investopedia.com/investopedia/contact.asp
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Mr. Kaufman Investing Notes: You want to invest in order to create wealth. Are you guaranteed to be wealthy if you invest? NO! However, if you do not save money and invest it then there is no chance for
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LESSON 8 BUYING ON MARGIN AND SELLING SHORT ACTIVITY 8.1 A MARGINAL PLAY Stockbroker Luke, Katie, and Jeremy are sitting around a desk near a sign labeled Brokerage Office. The Moderator is standing in
Trading Shares in Your Stock Plan Account Follow the steps below to place a trade to sell your company shares.* Before you place your trade We recommend that you establish instructions with Fidelity for
Q1. What is HLeBroking? A1. HLeBroking allows you the flexibility of placing your orders (buying & selling of shares) either through a phone call to our trading hub or via the Internet. Our professional
mobiletws for Android Users' Guide October 2012 mobiletws for Android Version 4.1.360 2012 Interactive Brokers LLC. All Rights Reserved Any symbols displayed within these pages are for illustrative purposes
Rotman Portfolio Manager Quick Start Guide - students Build 1.00 Class Code and Password RPM Quick Start Guide for Students Fill out the box below with the information provided to you in class. Class Code