Introduction
Congratulatulations! You and your friend both received $1000 for your birthdays. Its your lucky day! Good thing you are both smart, becuse you have deceided to invest your birthday money into the Stock Market together. You will be investing a total of $2000.
Your team will research different investment options and make decisions on where to invest your money. Over the next 10 weeks, your goal is to make as much money as you possibly can. Lets see who can make the most in the class!
Task
Your task will include learning how to read stock quotes, research and buy stocks, track the performance of your stocks, and how to evaluate your investment portfolio. At the conclusion of this project, you will be submitting a portfolio spreadsheet. (This can be created in Google Sheets) You will also be presenting a powerpoint presentation to the class that will sumarize the performance of your portfolio and what you learned from this Stock Market Challenge experience.
Process
Every Wednesday for the next 10 weeks, you will have time to work on your investments. Below is the process you should follow:
STEP 1:
First ask yourself these questions:
1. What is happening in the news now that might tell us what companies are doing well and which ones are not?
2. What parts of the economy are thriving and what is suffering?
RESOURCES:
https://www.youtube.com/watch?v=nW93AyN8u5A (Links to an external site.)
http://finance.yahoo.com/
http://www.morningstar.com/
http://www.marketwatch.com/
https://screener.finance.yahoo.com/stocks.html
https://research.capitaloneinvesting.com/research/main/stock-market/heatmap (Links to an external site.)
STEP 2:
RESEARCH- Your team should do research on company's that interest you and that will make you profit.
- Keep notes on the companies
- Document the resons why you picked each company
- Document the company symbol
- Document how many shares you are able to purchase and at what price
STEP 3:
Create a spreadsheet in Google Sheets:
Your team will need to keep a weekly spreadsheet that will include the following:
- Company Name
- Company Symbol
- Price per share
- Number of shares purchased or held
- Total worth of shares per company
- Profit or Loss from day of purchase to present day
- Percent Change from day of purchase to present day
- Total Portfolio Worth (Weekly)
- Total Portfolio profit or loss (Weekly)
- Total Portfolio percentage change (Weekly)
STEP 4:
Your team will present your Investment Portfolio and how it performed during your 10 weeks to the class. Your powerpoint presentation should include:
- Company Information
- Line Graph for each company (Weekly profit or loss)
- Line graph with total portfolio (profit or loss)
- Conclusion
- Profit/ Loss
- Your Experiences (likes or dislikes)
- Challenges as a group for the project
- Three things you learned about investing
Evaluation
|
Beginning 1 |
Developing 2 |
Accomplished 3 |
Exemplary 4 |
SCORE |
|
Research on FOUR Companies
(x8) |
A good start on choosing a few companies. No details or reasoning on investments. |
Includes partial company research with little or no support for investing |
Includes a report on four companies with little or no support for reason for investing, detailed company information provided. |
Includes a report on four companies, reasons for investing, company symbol, detailed company information |
/32 |
Weekly Spreadsheet
(x8) |
Spreadsheet is Incomplete. |
Spreadsheet includes most information, with accurate formulas. |
Spreadsheet contains accurate information, weekly. Formulas are correct but format could be improved. |
Weekly spreadsheet contains accurate information on each company, each week. Formulas are correct. Appearance is neat. |
/32 |
|
Powerpoint Presentation
(x5) |
Contains most information of the following: company info, line graphs, conclusion criteria. Contains grammatical and spelling errors. |
Contains company info, line graphs for each company and total portfolio, includes all conclusion criteria. Limited errors. |
Contains company info, line graphs for each company and total portfolio, includes all conclusion criteria. Pleasing appearance. No minimal grammatical and spelling errors. |
Contains company info, line graphs for each company and total portfolio, includes all conclusion criteria. Pleasing appearance. No errors. |
/20 |
Effort
(x4) |
No effort shown in the quality of work. |
Puts in some effort shown in work quality |
Puts in good effort and exceeds expectations in quality of work. |
Maximum effort put forth and far exceeds expectations in work quality |
/16 |
TOTAL PROJECT WORTH 100 POINTS!
Conclusion
Hopefully, you have invested your money wisely and made great choices. For more information about the Stock Market and Investing, check out the sites below.
http://www.edwardjones.com/
https://www.fidelity.com/
Credits
Permissions
We all benefit from being generous with our work. Permission is granted for others to use and modify this webquest for educational, non-commercial pourposes as long as the orriginal autorship is credited. The modify webquest may be shared only under the same conditions.