NOTE: Late projects will lose 10% credit per day! Due Date:

Size: px

Start display at page:

Download "NOTE: Late projects will lose 10% credit per day! Due Date:"

Silvia King
5 years ago
Views:

1 Name: STOCK MARKET PROJECT INTRODUCTION You will be each given $10, to invest as you choose. You may choose to invest in stocks with higher risk, but the chance of higher rewards. You may also choose to invest in a savings account with low risk, but also low rewards. The rules for the project are as follows: You are allowed to own only one stock at a time. You cannot own a stock that someone else in class already has purchased There will be a $10 transaction fee for buying stocks. There will be a $10 transaction fee for selling stocks. All money not invested in stocks will be put in a savings account, earning 1.2% APR compounded monthly. Stocks will be purchased at the previous day s closing price. The investor with the most money at the end of the project wins! 1. For this project you will research 3 stocks that you are interested in purchasing. The best resource is the internet as it provides current accurate information. (We used Yahoo! Finance in class) 2. Each time you buy or sell stocks you must hand in a transaction form before or after class or at the teacher s discretion. This form must be carefully completed as mistakes could cost you money. If you only make 1 transaction for the project this form will be worth 15 points. 3. You will create a graph plotting the value of your stock s closing price on each Friday for the length of the project or the time that you own that stock. To do this you need to complete a weekly tacking sheet so we can verify the data matches what you have graphed. If you sell it and buy a new stock you will start a new graph. 4. The final value of your portfolio will be ranked with the rest of the class and you will earn points. The only way to earn zero points for this is to lose all of your money, so be careful in your investing. NOTE: Late projects will lose 10% credit per day! Due Date:

2 Name: Stock Market Project Checklist/Rubric Your project MUST include all of the following parts. Hour: I. Research of Companies (30 points) - Neatly completed Corporation Research Worksheet ***CHECKPOINT Due Monday February 5 th ***. II. Transactions (15 points) - 10 points for the original purchase, 5 points for the additional transactions - Neatly completed Transaction Form. III. Tracking Your Companies (10 points) - Complete Weekly Stock Progress worksheet ***Make sure you do this every week***. IV. Overall Summary (5 points) - Complete Stock Line Graph worksheet V. Final Account Value (5 points) When you turn this in, make sure your pages are stapled IN ORDER of this check list with this checklist on top (this checklist will be the top page of what you turn in!) Total: /65

3 Name: Corporation Research Worksheet Directions: Use finance.yahoo.com to complete the following for your three corporations (not stock index). Use the information below to help you. When at your corporation s page you can find all of the information below. Look under Profile to find CEO/Management Corporation Headquarters Summary of what company does/sells Look under Summary to find Most Recent Closing Price Dividends Look under Analysts to find Current Year Growth/Outlook Next Year Growth/Outlook STOCK #1 Look under Statistics to find 52 Week High 52 Week Low Look under Financials then Income Statements Total Revenue Gross Profit Corporation Name: Stock Symbol: CEO/Management: Corporation Headquarters: (Name the CEO or head of company) (Name the city, state/country) 52 Week High: $ Date of 52 Week High: 52 Week Low: $ Date of 52 Week Low: Most Recent Closing Price: $ Date of Most Recent Closing Price: Dividend/share: $ Total Revenue: $ Gross Profit: $ Current Year Growth/Outlook: Next Year Growth/Outlook: Summary of what the company does/sells:

4 STOCK #2 Corporation Name: Stock Symbol: CEO/Management: Corporation Headquarters: (Name the CEO or head of company) (Name the city, state/country) 52 Week High: $ Date of 52 Week High: 52 Week Low: $ Date of 52 Week Low: Most Recent Closing Price: $ Date of Most Recent Closing Price: Dividend/share: $ Total Revenue: $ Gross Profit: $ Current Year Growth/Outlook: Next Year Growth/Outlook: Summary of what the company does/sells: STOCK #3 Corporation Name: Stock Symbol: CEO/Management: Corporation Headquarters: (Name the CEO or head of company) (Name the city, state/country) 52 Week High: $ Date of 52 Week High: 52 Week Low: $ Date of 52 Week Low: Most Recent Closing Price: $ Date of Most Recent Closing Price: Dividend/share: $ Total Revenue: $ Gross Profit: $ Current Year Growth/Outlook: Next Year Growth/Outlook: Summary of what the company does/sells:

5 Name: Weekly Stock Progress Directions: For 6 weeks you will: Track and record the weekly low, weekly high, and last closing price for your stock. You may need more of these if you buy/sell your stock. The chart will only need to be filled out for the weeks you owned your stock. Symbol: Company: Buying Price per Share: Week # Date Low: High: Last Closing Price: /9/18 $ $ $ 2/16/18 $ $ $ 2/23/18 $ $ $ 3/2/18 $ $ $ 3/9/18 $ $ $ 3/16/18 $ $ $ Symbol: Company: Buying Price per Share: Week # Date Low: High: Last Closing Price: /9/18 $ $ $ 2/16/18 $ $ $ 2/23/18 $ $ $ 3/2/18 $ $ $ 3/9/18 $ $ $ 3/16/18 $ $ $

6 Name: Stock Line Graph Hour: Stock Symbol: 1. Make sure that you label the axes. 2. Connect each point with a straight line. 3. Find an equation for the line of best fit. 4. Determine what the stock price would be 12 weeks later.

7 Pearl Trade, Inc. Transaction Form Name: Hour: Fill out one side if you are only buying or only selling. If you are selling all of one stock and buying another stock, put all information on one transaction form. BUY SELL cut here Pearl Trade, Inc. Transaction Form Name: Hour: Fill out one side if you are only buying or only selling. If you are selling all of one stock and buying another stock, put all information on one transaction form. BUY SELL

Stock Market Project Economics (Povletich) Spring 2016

Stock Market Project Economics (Povletich) Spring 2016 Name: Brokers make millions and lose millions on Wall Street based on their ability to identify successful companies. You will be taking on the role