60 Points - Stock Tracking SheetName: ______(100 points total)
Grading for the Stock Simulation: YOU MUST BRING THIS SHEET TO CLASS EVERYDAY
- You must make at least 6 trades each week AND correctly record your transactions to receive full credit for the project. Trading means buying OR selling.
- You must have spent AT LEAST60%($60,000) of your money by the end of the second week.
Filling out your sheet – YOU NEED TO DO THIS WHEN YOU BUY/SELL STOCK AND AT THE END OF EACH WEEK.
- Number of Shares – how many shares of stock you purchased.
- Purchase Price – What did you pay per share? Not the total purchase price.
- Selling Price – Selling price PER Share NOT THE TOTAL. ***you only fill this part in if you sell the stock.
- Current Value – Fill in with the sale price or end of week value per share. You must do this at the end of the week.
- Change in Value – Amount your stock gained/lost per share (this should be a dollar amount)
- Gain or Loss – visual representation of the change in value +/-
- Current Portfolio Net Worth – You must fill in this figure at the end of each week
- Final Portfolio Net Worth – Fill in this amount at the conclusion of the simulation
Week 1 Summary
Week 1 - Current Portfolio Net Worth: ______(fill in at the end of the week)
Stock Symbol / Date Purchased / Number of Shares / Purchase Price / Selling Price / Current Value / Change in Value / Gain or LossWeek 2 Summary
Week 2 - Current Portfolio Net Worth: ______(fill in at the end of the week)
Do not forget to spend at least $60,000 by the end of this week.
Stock Symbol / Date Purchased / Number of Shares / Purchase Price / Selling Price / Current Value / Change in Value / Gain or LossWeek 3 Summary
Week 3 - Current Portfolio Net Worth: ______(fill in at the end of the week)
Stock Symbol / Date Purchased / Number of Shares / Purchase Price / Selling Price / Current Value / Change in Value / Gain or LossWeek 4 Summary
Week 4 - Current Portfolio Net Worth: ______(fill in at the end of the week)
Stock Symbol / Date Purchased / Number of Shares / Purchase Price / Selling Price / Current Value / Change in Value / Gain or LossWeek 5 Summary
Week 5 - Current Portfolio Net Worth: ______(fill in at the end of the week)
Stock Symbol / Date Purchased / Number of Shares / Purchase Price / Selling Price / Current Value / Change in Value / Gain or LossWeek 6 Summary Week 6 - Current Portfolio Net Worth: ______(fill in at the end of the week)
Stock Symbol / Date Purchased / Number of Shares / Purchase Price / Selling Price / Current Value / Change in Value / Gain or LossFinal Portfolio Net Worth: ______*Do not forget to cash out (sell all of your stocks) by the end of the day on ______
Final Assessment for The Stock Market Simulation – 40 points
Introduction- A brief summary of what the stock market is, its purpose and how it works
- Names of all the companies researched and purchased in your portfolio.
- What investment strategy did you decide to follow? Why?
- What influenced your transactions?
- What were some major businesses or world events that occurred during the Stock Market Game?
- How did those things influence your trading activities or impact your stated strategy?
- Did your stocks perform as expected? Explain why or why not.
- Tell what you would change about your investment strategy?
- Evaluate the success of your investment strategy?
- What is your overall reaction to the success or lack of success of your investment portfolio?
- Upon reflection, what would you do the same and what would you do different if you were to invest in the future?
- Why is it important to diversify your portfolio?
Typed
12 pt font (Arial or Calibri)
1 inch Margins
4-5 Full High School Paragraphs (or I will not even bother reading your essay)
Due: ______
Must be in the Dropbox by 3 p.m. (link on Econ. Webpage)
If time permits, you will also give a brief summary presentation to the class. More info will be given at a later date.