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Directions:
You will be given $100,000 to begin your investing.
You must select THREE to FIVE companies in which to place your investment.
You will need to complete a PREDICTIONS handout and submit it at the beginning of
the simulation. A REFLECTION handout will be given at the end of the simulation.
This will be turned in separately from your STOCK PORTFOLIO
You will need to keep track of how well your investments are doing throughout this
simulation. A RECORD OF INVESTMENT must be completed each time you
check your stocks in class and at home. This spreadsheet may be downloaded from
the class website.
At one point, you will be able to reallocate some of your funds. This means, at that
time, you may sell off stock and buy additional (or new) shares of a company. At
that point, a REALLOCATION form must be completed.
You will need to complete and submit a final SELL-OFF handout along with a
reflection worksheet.
You will also need to submit your RECORD OF INVESTMENT as well as a
graph showing each stocks value throughout the project. This graph must be a line
graph and must be created using your own data using excel or other spreadsheet
program. This graph must be in color.
You will need to submit a STOCK PORTFOLIO that contains the following
information about your investments. These need to be in the following order:
1.
2.
3.
4.
5.
6.
ECONOMICS/FINANCE
Company
Product/Service
Web Address
Ticker
Symbol
1.
2.
3.
4.
5.
Go to either Yahoo! Finance or GOOGLE Finance pages to look up the ticker symbol for
the companies with whom you want to invest your money.
ECONOMICS/FINANCE
Go to the Homepage of the company and look for the ANNUAL REPORT on the web
page. You will need to review the report and look at the BALANCE sheet (data and
graphs) for financial information that will help you decide which stock to invest in (look
at the sample balance sheet...would this be a good company to invest in?).
You will need to look at the companys track record over months, or even, years, by
looking at the graphics the site(s) provide. All you need to do is to type in your
companys ticker symbol.
Balance
Sheet
Example
balancesheetexample.com
ECONOMICS/FINANCE
Name __________________________
Period___________ Date __________
Making predictions
Knowing that the purpose of investing in stock is to be able to sell the stock, in the future, for
you make a profit. You need to complete this handout and submit it to the teacher separate
from your portfolio.
Make a prediction of how much your stock will go up by the sell-off date ____________.
1. Company ________________________________ Ticker __________
How much ($ value) do you feel your stock will increase? __________________
Explain why you feel your stock will increase by this amount.
ECONOMICS/FINANCE
6. Which stock, do you feel will have the highest ROI? Why?
ECONOMICS/FINANCE
Initial Stock Purchase Sheet (Even though we are using technology, you will be completing
INITIAL STOCK PURCHASING SHEET
handouts for the purchase, reallocation and selling of stock). You must complete this and
turnhave
it into$100,000
the teacher with
your portfolio.
You
to invest
in the stock market. Since an
investment takes time to pay off, your investments will be
tracked over a period of time to see how much you would
have gained----or lost.
Complete the following information related to each
investment:
_______________________________________________________________________
_
_______________________________________________________________________
ECONOMICS/FINANCE
_
DATE ____________
(No. of Shares)
Ending Value
Stock
Stock
Stock
_____________
(No. of Shares)
Cost
Stock
Stock
Stock
$________________
$________________
DATE ____________
Name
(No. of Shares)
100,000
Final Value
Stock
Stock
Stock
Stock
Stock
$________________
Savings
$________________
or
$________________
Capital Loss
ECONOMICS/FINANCE
Name _________________________
Per. _________ Date_____________
Stock Investment Reflection
Review your predictions from the beginning of the project. Reflect on the outcome of your
investment and answer the following questions in a legible manner (may be typed). This is to
be submitted separately from your portfolio.
1. Did any or all your predictions prove to be true? Explain how that (possibly) happened
for each stock you purchased.
a. _______________________________________________________________
_______________________________________________________________
b. _______________________________________________________________
_______________________________________________________________
c. _______________________________________________________________
_______________________________________________________________
d. _______________________________________________________________
_______________________________________________________________
e. _______________________________________________________________
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2. Describe some of the factors that influenced the value of your stock.
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ECONOMICS/FINANCE
3. Describe some of the challenges you had throughout this simulation regarding decision
making and being prepared.
_______________________________________________________________________
_______________________________________________________________________
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4. Would you ever consider investing in stocks in the future? Explain your answer in a
minimum of four sentences.
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