STOCK MARKET PROJECT Congratulations! You have just received an inheritance of $10,000.00! You must invest your money into the stock market. You will need to do some research before you buy any shares of stock. You will track your stocks for 6 weeks, and at the end hopefully you have earned more money. Good luck and happy investing! STOCK LINGO TO KNOW Your goal when investing in the stock market is to make more $$. 1 Share of Stock means you have ownership into a company. Stock prices vary throughout the day every day. A Stock is an investment that can lose money. It s good to buy low and sell high. The NYSE is open M- F 9:30-4.
PROJECT GUIDELINES 1. Before you choose your stocks you need to research them. Visit the NYSE. On the top right of the page click on symbol lookup. Enter the name of the stock you re researching. Write the symbol of the stock. Click on the full name of the stock. This will take you to the company s stock page. 2. First look at the last trade price. Then look at the 52 week high and low price. Finally, look at the quarter graph. Complete the Company Summary Chart. 3. You have $10,000 to invest into 4-10 stocks. Based on the information you gathered decide which stocks you would like to buy shares of, and how many shares you want of each stock. Remember you can t exceed $10,000. You may buy as many shares of a stock as you want as long as you don t exceed $10,000. 4. On Monday December 6 th you will purchase your stocks. It will be YOUR RESPONSIBILITY to check the closing price every weekend. You will need to complete the Stock Market Data sheet every Monday and Friday. You will sell your stocks at closing time on January 14 th. IMPORTANT DATES * December 3 rd Turn in Stock Choices * * December 6 th Parent/Student Signature Due & Purchase Stocks * * January 14 th Sell stocks * * January 18 th 19 th Work on Project in Class * * January 26 th Project Due * I have shared this information with my parents and will be responsible for tracking my investments every week. Student Signature: Parent Signature:
FINAL PRODUCTS CHARTS & SUMMARY When you have finished tracking and selling your stocks you will be responsible for turning in the Company Summary Chart, Data Recording Charts, and the Closing Stock Summary Chart. You will also need to turn in a paper summarizing your investments. Be sure to explain and include the following information: Why you chose each stock? (Put your research here) What was your final outcome? (Data Recording Sheet/Closing Stock Summary) Were there any surprises? (Notes/Data Recording Sheet) Were there any trends in your stocks? (Data Recording/Closing Stock Summary) Current events that may have affected your stocks (Notes) A reflection of what you learned through this experience Your paper needs to be typed using Times New Roman font in size 12 VISUAL AIDES Using graph paper, create a line graph for each stock you invested in. The graphs should show trends from the past six weeks. Using a protractor, create a circle graph displaying how you invested your $10,000 investment. Display all of your graphs on a poster to present in class.
COMPANY SUMMARY SHEET Company Name Krispy Kreme Doughnuts, Inc. Company Symbol Last Trade Price/Cost per Stock 52 Week High/Low Quarter Graph (look at the trends over the quarter) Nike Inc. CarMax Group APPLE Inc. Chipotle Mexican Grill Bank of America Corporation PepsiCo Inc. Target Corporation Best Buy Co. AMAZON. COM, INC.
Data Recording Sheet Stock Name: Stock Symbol: Cost per Stock: Number of Shares Purchased: Total Stock Value: DATE OPENING PRICE CLOSING PRICE +/- Week 1 Week 2 Week 3 Week 4 Week 5 Week 6 Total Value Overall DID YOUR TOTAL STOCK VALUE HAVE AN OVERALL POSITIVE OR NEGATIVE CHANGE DURING THIS TIME PERIOD? BY HOW MUCH? ANALYZE THIS STOCK S TRADE HISTORY AND DETERMINE WHAT FUTURE TRENDS YOU MIGHT EXPECT TO SEE. WOULD THIS STOCK BE A GOOD INVESTMENT? WHY?
CLOSING STOCK SUMMARY Company Name Beginning Total Value Closing Total Value
NOTES Use this page to document any important information or thoughts you have during the project. Pay special attention to current events that may influence your stocks.
MORE NOTES
STOCK MARKET PROJECT RUBRIC Category 4 3 2 1 Charts and Notes All charts and graphs are completed and effort is visible in final product. Most of the charts and graphs are completed with some visible effort. Charts and graphs are incomplete and not much effort is visible. Written Paper: Organization Written Paper: Information Usage and Mechanics Poster Graphs Information is very organized with well- constructed paragraphs and subheadings. All topics are addressed and all questions answered. Paper clearly relates to the main topic and includes plenty of details and examples. Little to no grammar, spelling, or punctuation errors are found in any final products. Poster is neat, organized, creative, and colorful. All information is accounted for. Graphs are well designed, neat and attractive. All points are plotted correctly and accurately. Information is organized with well- constructed paragraphs. All topics are addressed and most questions are answered. Paper relates to main topic and provides some details and examples. 3-5 grammar, spelling, or punctuation errors are found in any final products. Poster is somewhat organized, creative, neat and colorful. Most information is accounted for. Graphs are neat and relatively attractive, and all points are plotted correctly and easy to see. Information is organized, but paragraphs are not well- constructed. Most of the topics are addressed, and most of the questions are answered. Paper doesn t include many details or examples. 6-8 grammar, spelling, or punctuation errors are found in any final products. Poster is disorganized, shows a lack of creativity and most information is accounted for. Graphs are plain and all points are plotted correctly. Charts and graphs are missing or incomplete. The information appears to be disorganized. One or more topics were not addressed. Paper has little or nothing to do with main topic. Many grammar, spelling, or punctuation errors are found in any final products. Poster is disorganized, shows a lack of creativity and is missing information. Graphs appear messy. Lines are crooked, points are not plotted correctly or are unclear. Name: Final Grade: