SMG Check Up

SMG Portfolio Rubric: Put Behind Cover Sheet in Portfolio! Due Date: 6/5

Team Name: ______Team Login ID #/Username: ______

Team Member Names: ______

Pts Earned / Total Points Avail. / Description
5 / 5 points total: Team portfolio includes a cover sheet that includes team name, team members & team login/user id #
10
5
10
10
10
10 / 55 Points total: Team meeting minutes (SMG Journal sheets) are located in green tabbed section of team portfolio.
· Includes minimum of 5 meeting minutes
· Indicates purpose of meeting
· Initial observations (discuss current amnt values/changes; discuss related news events; include any questions (addressed/to be addressed in meeting)
· Research gathered (status of news/events affect stock; shared news affect stock value)
· Decisions made/reasons for decisions (brief explanation of decisions)
· Final reflection (any other concerns; future action plans; difficulties encountered)
20
20 / 40 Points total: Economic research is located in orange tabbed section of team portfolio. (Current Events Organizer)
· Copies/summaries of any news/events that have/could have affect(ed) overall stock market activities
· Copies/summaries of any news/events that have/could have affect(ed) value of team owned stock
20
10
20
10 / 60 Points total: Company profile of stocks is included in the blue tabbed section of team portfolio. (Company Profile Organizer) Need to include the following information for EACH team owned stock!
· Summary of company’s products/services
· Explanation of company’s operation (where it is located and where it operates…ie. local, worldwide etc)
· Summary/explanation of company’s strengths AND weaknesses
· Copy of most recent annual income statement
20
20
5
5 / 50 Points total: Transaction Records are located in the yellow tabbed section of team portfolio
· Includes sheet: “Stock Team Owns” wksht (FILLED OUT COMPLETELY!)
· Graph of stock activity on graph paper (1 stock per graph paper)
· Stock tracking sheet (minimum 3 tracked stocks)
· Spreadsheet (XL) of stocks owned since online game ended (5/9 meeting dates on)
2
2
2
2
10
2
10
2
10
2
20
2
20
2
2 / 90 Points: SMG handouts are located in the red tabbed section of notebook.
· 1 copy of SMG handout Stock Market Portfolio (with the roller coaster icon) is included
· 1 copy of SMG handout SMG Team Roles is included
· 1 copy SMG handout SMG Weekly Meeting Agenda is included
ü SMG handout Stock Market Overview Lesson is included (include 1 copy)
ü Included
ü Completed
· SMG handout, SMG: Day 1 Activity is included (include copy of EACH team member)
ü Included
ü Completed
· SMG handout/quiz: Do you Know the Stock Market Game Rules? is included (include copy of EACH team member)
ü Included
ü Completed
· SMG handout: P/E Ratio Lesson is included (include 1 copy)
ü Included
ü Completed
· SMG handout: Buying on Margin is included (include 1 copy)
ü Included
ü Completed
· 1 copy of SMG Team Meeting Agenda Handout: possible dates: 2/29, 3/14, 5/9)
· 1 copy of SMG Check Up Handout
Total Points Earned / Total Avail. Points
300 / Team Portfolio is worth 300 points total! I will evaluate/grade the team portfolio. Your task…distribute points to each team member. For instance, if each teammate worked equally hard/contributed to team/completed his/her task….then the team could equally divide the points among 3 teammates….300 points divided by 3= 100 points per student. Ms. McDaniel will enter 100points in the gradebook for each teammate. Say for instance, one teammate did not do much work (did not attend/participate in meetings/did not do his/her job) then that “poor” teammate could earn 65 points and the other 2 teammates could split the difference (235 points) so those students would earn 117.5 points each.

Please refer to teacher model portfolio to see how portfolio should be organized. If you need any other handouts….you can download and print from Mrs. McDaniel’s webpage ( http://www.bristol.k12.ct.us/page.cfm?p=4391 ). Click on economics, click on stock market game, click on documents.

*Each member needs to include his/her worksheets in the red-tabbed section of portfolio. Make sure that team member’s name is on it!

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As a group…discuss distribution/allocation of points. Record individual grade/points on the space below:

Teammate Name: ______Points earned: ______/100 points

* For groups of 2, I will adjust grade to 200 points available (so divide total points earned among the 2 of you)

* For groups of 4, I will adjust grade to 400 points available (so divide total points earned among the 4 of you)

In order to record these grades in the gradebook, ALL team members must agree to the scores listed above. If there is disagreement….no consensus…you will need to arrange a team conference with Ms. McDaniel (bring evidence of work). At this conference, Ms. McDaniel will determine individual team member grades (allocate points) based on evidence of work/effort.

Option 1: As a team, we have agreed to allocate points. Please record individual grades (as stated above) in your gradebook. We understand that these grades are final.

Include team members’ signatures in the space below:

Option 2: As a team, we cannot agree on allocation of points. We request a conference with Ms. McDaniel to determine individual grade (points). We understand that at this conference, all team members must provide evidence of work. We also understand that Ms. McDaniel’s allocation of points (individual grades) is final.

Include team members signature in the space below: