Saving/Investing and Stock Project Checklist Key Terms to Know:

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Gilbert Hart
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1 Saving/Investing and Stock Project Checklist Key Terms to Know: FDIC (why important) Interest Collateral Certificate of Deposit (CD) APR Bond Stock Stock Market Bear Market Bull Market P/E Ratio Liquidity NASDAQ NYSE Dow Jones Stock Split

of Deposit (CD) APR Bond Stock Stock Market Bear Market

2 Capital Gain/Capital Loss Dividend and Yield Team Huddle Sheet Item to Consider Team will invest in: Common Stock or Preferred Stocks? Mutual Funds? What industries? Technology Real Estate Medical/Healthcare Mining/Gas/Oil Retail Financials Manufacturing Insurance How to achieve Capital Gains? Sell Short Buy Low-Sell High Dividends Any Specific Companies to buy? List Companies Current Price 52 Week High/Low P/E Ratio Stock Market Project

Technology Real Estate Medical/Healthcare Mining/Gas/Oil Retail Financials Manufacturing Insurance How to

3 Instructions: 1. Name your team-you should have three members! 2. Project will be worth 7.5% of your semester grade 3. Follow instructions in team packet very important! 4. Your group will research/choose 3 stocks per team member. Minimum 6 stocks purchased even if working alone. 5. You have $100,000 to invest in stocks Must diversify 6. The broker fee will be $5 for buying AND selling stock. 7. Before the game ends you must print a trading history of your stock trades. 8. You can find more stock info. on the following websites: a. b. c. Company web sites also have information about themselves. 9. DATE due at 12:12 and 12 seconds. 10. You will total up your profits/losses for each stock as well as for your total stock portfolio. 11. You will have a team cover sheet with both of your names, team name, clip art, period #, etc. 12. Generally, your grade will depend on: *neatness of presentation *stock diversification *company research, stock analysis(p/e, etc.), profit/loss * teamwork, effort, etc. The final paragraph of each report is the most important part of you report!

The broker fee will be $5 for buying AND selling stock. 7. Before the game ends you must print a trading history of your stock trades. 8. You can find more stock info. on the following websites: a.

4 Stock Research Portfolio Grading Page Order THIS COUNTS! Page 1: Team Cover Sheet (you create this on your own) Page 2: Trading History (printed from site) Page 3: Diversification Chart, by Industry (use template below) Pages 4 13: All Company Summary Sheets (3/person, minimum 6) (use question template below) Pages 14-End: Lessons Learned (Use questions below 1 for each team member!) Portfolio Rubric: NO GRADE UNLESS ALL PAGES IN CORRECT ORDER Yes No 20 pts Quality of the Documents provided questions answered, details given, neat, bound, etc. 10 pts Does the Team Cover Sheet look neat and professional? 10 pts Is the Trading History Log complete? (print 90 day report using trading history tab of the game) 20 pts Page 3-Is the Diversification Chart, by Industry, complete and accurately labeled? Does the diversification chart total $100,000 initial expenditure? 25 pts Through, all details, well cited, well written, each player 3+ reports 15 pts. Somewhat thorough, well cited, good writing/details, 3+ reports 10 pts. Most details, not thorough, well cited, fair writing/details, 3+ 5 pts -Some details, gaps/holes in report, well cited, poor writing. The following Must ALL be present to earn more than five points! *Are all company stock summary sheets complete? *You must start with 6 stocks (plus an additional 3 stocks for each team member 3, 4, and 5) at a minimum and you need to do the reports on those 6 at a minimum)? *EACH STUDENT must purchase at least one stock using a short method for each student. CITE research (where did you get your info) each company! 15 Pts---Lessons Learned One quality analysis FOR EACH MEMBER! Total 100 This Portfolio will count as 7.5% of your semester grade Work together as a team to make sure it is completed and submitted.

Sheets (3/person, minimum 6) (use question template below) Pages 14-End: Lessons Learned (Use questions below 1 for each team member!

5 DIVERSIFICATION CHART BY INDUSTRY (Example) Technology: Microsoft $750 Broadcom $1850 Total $2,600 Financial: Wells Fargo $7,50 Citibank $7,50 Total $1,500 Transportation: FedEx $800 UPS $200 Total $1000 Services: Retail (Department/Discount): Wal-Mart $750 Target $500 Total $1,250 Motion Pictures: Disney $700 Universal $250 Total $950 Printing/Publishing: Knight Ridder $700 Total $700 Healthcare: Merck $500 Pfizer $500 Total $1000 Conglomerates: Mitsubishi $ 500 Honda $500 Total $1,000 Grand Total $10,000

$750 Target $500 Total $1,250 Motion Pictures: Disney $700 Universal $250 Total $950 Printing/Publishing: Knight Ridder $700

6 Company Summary Sheets Information One page report per company each stock you bought. Each member must submit at least 3 of the company summary sheets or that person will not receive a grade! Sheet will include: o Name of person doing Company Write-Up o Name of Company o Company logo or insignia o # of Company locations and location of HQ. o What type of business does the company do? o How many employees work for the company? o How long has the company been in business? o Who started the company? o Any other interesting information o Why you picked this company Stock Analysis, P/E, history, upcoming product releases, etc. (1 paragraph!)

7 Works Cited at bottom of EACH Summary Sheet Economics Lessons Learned Instructions: Open a new Word document and answer the following questions: Be sure to use your name, period #, and team name on your paper. 1. Describe some lessons that you learned in our Stock Market simulation what do you know now that you did not know when you started the project? List and elaborate. 2. If you could start the project over, what would you do differently? Describe. 3. How would you describe your investing style? Are you conservative, moderately conservative, or risky? Why? 4. Describe the importance of diversification in your stock portfolio Why is it important to invest in several industries versus just investing all your money in only one industry? 5. Describe the importance of teamwork in our stock market project and how would you rate your teams teamwork? 1 = I did all the work 2 = I did most of the work 3 = The work was evenly divided among all of us 6. On a scale of 1 to 4, how would you rate the stock market project as far as how much you learned: 1 = I did not learn very much 2 = I learned some things 3 = I learned a lot 4 = I really learned a lot Economics Stock Market Project

If you could start the project over, what would you do differently? Describe. 3. How would you describe your investing style? Are you conservative, moderately conservative, or risky? Why? 4.

8 Concept 1: Foundations of Economics Stock Market Project State Standards and Objectives Met Concept 1: P0 1 Analyze implications of scarcity: a. Limited resources c. Marginal Analysis by producers, consumers, and investors Concept 1 P0 3 Describe the characteristics of the mixed-market economy of the United States: a. Property rights b. Profit Motive c. Competition Concept 1 P0 4 Evaluate the implications of current events from a variety of sources (articles, internet sites) Concept 2 Microeconomics Concept 2 P0 1 Describe how the interdependence of both households and firms is affected by trade, exchange, money and banking a. Why voluntary exchange occurs b. Role and independence of households in circular flow c. Role of entrepreneurs and how profit motive leads entrepreneurs to accept risks of business failure. d. Financial institutions and securities markets Concept 2 P0 2 Describe how markets function a. Laws of supply and demand b. How a market price is determined Concept 4 Global Economics Concept 4 P0 1 Analyze the similarities and differences among economic systems: d. role of private property in conserving scarce resources and providing incentives in a market economy. Concept 5: Personal Finance Concept 5 P0 3 Determine short and long-term financial goals and plans, including investing. Concept 5 P0 5 Explain the risk, return and liquidity of short and long-term saving and investment vehicles.

Competition Concept 1 P0 4 Evaluate the implications of current events from a variety of sources (articles, internet sites) Concept 2 Microeconomics Concept 2 P0 1 Describe how the interdependence of

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