David Pruitt

Presenter

Welcome to the training….

Sponsored By:

Focused solely on education for more than 25 years

More than 9 million students reached since 1977

Over 35,000 plus Texas students participated last

year

Training Goals

• Overview of SMG Program

• Review Investment Basics

• Use Online Trading Account

• Check Out Resources: Teacher Support Center Hands on Banking Virtual Economics CD

Sources of InformationYou can find the information we discuss today at…..

www.stockmarketgame.org Teacher Support Center

SMG Advisor Companion

www.economicstexas.org Click on Stock Market Game

Investment Professional

SMG Help Desk

Help is Always Available!

Email

smg@economicstexas.org

Call 1-888-SMG-TCEE

Include team log in and details

What is the Stock Market

Game?

1. Online curriculum materials that teach concepts related to investing, economics, math and more.

2. 10 week Internet based investment trading simulation

3. Regional competition

SMG offered in Fall and Spring g

Fall: September 26 – December 2, 2011

Spring: February 6 –April 13, 2012

• Students work in teams of 2 - 5

• Teams learn economic concepts

• Research companies

• Teams select investments

• Each team begins with $100,000

• Can buy on margin / 7% interest

Buy, sell, short sell or short cover stocks and mutual funds in their online trading account

Stocks and mutual funds listed on the NYSE, AMEX and NASDAQ may be traded

Manage their portfolio of stocks and mutual funds over the 10 week period.

Students Learn About Investing Apply Academic Skills

Interdisciplinary Benefits

Of TheStock Market Game

Social Studies

Economics Current Events History Geography Government Citizenship Global Studies

Math

Graphs Calculations Basic Computation Percentages Ratios Decimals Estimation

Business Education

Record Keeping Business

Organization Financial

Planning Entrepreneurship Decision Making Critical Thinking

Skills

Language Arts

Vocabulary Presentations Spelling Comprehension Reading Research

Family & Consumer Sciences

Personal Finance Budgeting Resources

Management Group Decision

Making Conflict Resolution Critical Thinking

Technology

Internet Research Keyboarding Word Processing Presentations Data Entry

SMG Activities / TEKS Correlation

Available at www.economicstexas.org Click on Stock Market Game• 4th – 8th Grade Math• 4th – 8th Grade Social Studies• Intro to Business• High School Economics

Also in Teacher Support Center Select Publications then Standards

Regional Competition

Divisions

Grades 4 & 5Grades 6-8

Grades 9-12 Adults/Teachers

Regional awards based on increased value of portfolio

Total Equity

Student Recognition

Each student on the top 2

performing teams in each division receives:

1st Place - $50 Check2nd Place - $25 Check

Plaque for 1st Place schoolCertificates

Team Fees

$10.00 / student team of 2-5 students

Teacher Teams / $10.00

Payment

Purchase Order or check should be made out to:Texas Council for Economic Education

1801 Allen ParkwayHouston, TX 77019

Invoice is emailed to teacher after session begins

You will be billed for all registered teams. Report registration changes by the end of

week 2 to smg@economicstexas.org .

AN IMPORTANT PART OF THE SMG PROGRAM

National Essay Contest open only to registered Stock Market Game students.

Critical thinking component

A method of assessing student performance through writing.

Incentives for student achievement through awards and prizes.

Texas Winners in Top Ten

Winners in all InvestWrite divisions

Dallas, El Paso, Houston &

San Antonio

9 top ten winners

Three 1st place winners

State awards

InvestWrite Prizes

Great prizes awarded to top 10 winner in each division

Trips to NYC, Netbook computers, gift cards for students and teachers

For details visit www.InvestWrite.info

www.investwrite.info

What Do You Need to Get Started?

Computer

Email Address Visit www.economicstexas.org click Stock Market Game

Register teams at www.stockmarketgame.org

Receive login ID/password by email

Review online Teacher Support Center

Investment Inventory

• Passbook Savings Account• Money Market Account• Certificate of Deposit • Bonds• Mutual Funds• Stocks

The Pyramid of Risks and Reward

Highest Risk---Highest Potential Return or Loss

Stocks Mutual Funds

BondsCertificates of Deposit

Savings Account

Lowest Risk---Lowest Potential Return or Loss

Savings Accounts: Provide a very small, but steady return.

Certificates of Deposit: Very safe, but instant access carries a penalty.

Bonds: Lending money to a corporation or government, with a promise of higher returns than those offered by bank savings accounts and CD’s.

Mutual Funds: Managed accounts – diversification

Stocks: part ownership in a company, offering higher risks and potentially, higher returns than some other investments.

WHAT INVESTMENT IS BEST RIGHT NOW?

COST / BENEFIT ANALYSIS

SafetyRisk vs. Reward

Ease of Getting CashEase of Opening an Account

Stock Selection Information

Teacher Guide on the Teacher Support Center

TSC: In the Classroom Core Lessons

www.economicstexas.org Click on SMG

Step 1:Register at www.stockmarketgame.org

SMG Pre-Registration

Requests basic information

Email address required for advisor

Number of teams and class information

Register as early as possible

Access to Teacher Support Center Account earns interest on cash balance

Click Here to Select Your Country. International Teachers select International.

Click Here to begin the registration process.

Be Sure to check your Agreement. Otherwise your registration will not be processed.

Make sure all of the bolded areas of the registration form are completed. It is important that You provide an active Email Address. Otherwise your registration will not be processed.

• Advisor ID/Password emailed shortly after your registration is submitted.

• Used to access the Teacher Support Center Sample Username: TX5_43_T21987 Password: BNHI1234

• A login username/password will arrive by email for each registered team beginning three weeks before the start of the session

Name: Wybrant, Megan

G: West /Central Texas Stock Market Game  2010-09-27 - 2010-12-03

Location: TX

DayPhone: 2543366500

E-mail Address: megan.wybrant@killeenisd.org

Assigned User Id:TX4_22_T209075 password:XWW16819Team Ids and Passwords will be generated and emailed separately.

Workshop:

Notes:

Registration Email Notification

The Perfect Resource forStock Market Game

Advisors

Teacher Support Center

Teacher Support Center Provides:

Online teacher training and technical assistance

Lesson plans and teaching resources

Team management tools

Up-to-date SMG program news

1. Understanding the SMG

2. Manage Student Portfolios

3. In the Classroom – Curriculum Materials

Teacher Support Center

Getting Started

info

Search & SortFacilities!

Great Source of

Info!

Three Main Tabs

Expanded News

Box

1.Teacher Guide

2. Understanding Portfolios

3. Rules of the Game

4. Promotional Materials

5. Related Links

Understanding the SMG

Click Headings for detailed link descriptions

Search by Keyword

Search by Grade, Level, Subject, and Topic

Organized by Unit and Topic

Click on Lesson Name to access Lesson

Core Lessons

Click an Activity Link

for an Activity

Select a Location

for Correlated Standards

Click the Lesson Name for the Lesson

Click Lesson Name for Lesson

Click Standard Number for description

SMG Newsletters

The newsletters available through the SMG program add the the effectiveness of teaching about the stock market.

Students Log On atwww.stockmarketgame.org

Click Menu to return to the portfolio’s Welcome page.

Your initial Cash Balance is $100,000. It requires an overnight process to set up the your portfolio’s Cash Balance.

A 2% Broker’s Fee is charged per transaction.

Account Summary

The Net Cost/Share is the price of the share plus the 2% Broker’s Fee.

Business Hours are 9:30AM - 4PM ET, Monday - Friday.

Account Holdings

Account Holdings Help Page

Transaction History provides a detailed summary of all portfolio activity including interest earned by the Cash Balance.

Transaction History

Gains and Losses occur when stock is sold. Until then its performance is recorded in the Unrealized Gains and Losses section of Account Holdings.

Gains and Losses

www.hoovers.com and http://finance.yahoo.com are also good sites for company research and ticker lookup.

Investor Research

It is a good idea to Validate Ticker before you submit a trade.

Limit Orders will not carry over past the current business day.

Enter a Trade

Check Transaction Notes Descriptions to make sure your trades were accepted.

Transaction Notes

There are 2 Rankings groupings: Region (based on grade level, school type, etc.) and Coordinator (includes all active SMG participants in your area).

There are 2 Types of Rankings: S&P Growth (measures portfolio performance against the S&P Index) and Total Equity (measures total equity of portfolio).

Rankings

Final Thoughts

Building Wealth over the Long Term

Three rules of saving and investing

1. Start early

2. Buy and hold (the “good stuff”)

3. Diversify

The Stock Market

If you buy and sell on the ups and downs, you may loose money.

If you hold on for the long term, the ups are greater than the downs.

Real Life Investing

A Proven Tool to Improve the Learning Experience in the

Classroom

…..more than a game,

an education for life.