STOCK MARKET PROJECT

 

 

Congratulations!    You  have  just  received  an  inheritance  of  $10,000.00!    You  must  invest  your  

money  into  the  stock  market.    You  will  need  to  do  some  research  before  you  buy  any  shares  of  

stock.    You  will  track  your  stocks  for  6  weeks,  and  at  the  end  hopefully  you  have  earned  more  

money.    Good  luck  and  happy  investing!  

 

 

STOCK LIN GO TO KN OW

Your  goal  when  investing  in  the  stock  market  is  to  make  more  $$.  

1  Share  of  Stock  means  you  have  ownership  into  a  company.  

Stock  prices  vary  throughout  the  day  every  day.  

A  Stock  is  an  investment  that  can  lose  money.  

It’s  good  to  buy  low  and  sell  high.  

The  NYSE  is  open  M-­‐F  9:30-­‐4.  

 

PROJECT GUIDELIN ES  

1. Before  you  choose  your  stocks  you  need  to  research  them.    Visit  the  NYSE.    On  the  top  right  of  

the  page  click  on  “symbol  lookup”.    Enter  the  name  of  the  stock  you’re  researching.    Write  the  

symbol  of  the  stock.    Click  on  the  full  name  of  the  stock.    This  will  take  you  to  the  company’s  

stock  page.      

 

2. First  look  at  the  last  trade  price.    Then  look  at  the  52  week  high  and  low  price.    Finally,  look  at  

the  quarter  graph.    Complete  the  Company  Summary  Chart.  

 

3. You  have  $10,000  to  invest  into  4-­‐10  stocks.    Based  on  the  information  you  gathered  decide  

which  stocks  you  would  like  to  buy  shares  of,  and  how  many  shares  you  want  of  each  stock.    

Remember  you  can’t  exceed  $10,000.      You  may  buy  as  many  shares  of  a  stock  as  you  want  as  

long  as  you  don’t  exceed  $10,000.  

 

4. On  Monday  December  6th  you  will  purchase  your  stocks.    It  will  be  YOUR  RESPONSIBILITY  to  

check  the  closing  price  every  weekend.    You  will  need  to  complete  the  Stock  Market  Data  sheet  

every  Monday  and  Friday.    You  will  sell  your  stocks  at  closing  time  on  January  14th.      

 

IMPORTANT DATES

*  December  3rd  Turn  in  Stock  Choices  *  

*  December  6th  Parent/Student  Signature  Due  &  Purchase  Stocks  *  

*  January  14th  Sell  stocks  *  

*  January  18th  –  19th  Work  on  Project  in  Class  *  

*  January  26th  Project  Due  *  

   

I  have  shared  this  information  with  my  parents  and  will  be  responsible  for  tracking  my  investments  every  week.    Student  Signature:  __________________________  Parent  Signature:  __________________________

 

FIN AL PRODUCTS

CHARTS & SUMMARY  

When  you  have  finished  tracking  and  selling  your  stocks  you  will  be  responsible  for  

turning  in  the  Company  Summary  Chart,  Data  Recording  Charts,  and  the  Closing  Stock  

Summary  Chart.    You  will  also  need  to  turn  in  a  paper  summarizing  your  investments.    Be  sure  

to  explain  and  include  the  following  information:  

• Why  you  chose  each  stock?    (Put  your  research  here)  

• What  was  your  final  outcome?  (Data  Recording  Sheet/Closing  Stock  Summary)  

• Were  there  any  surprises?  (Notes/Data  Recording  Sheet)  

• Were  there  any  trends  in  your  stocks?  (Data  Recording/Closing  Stock  Summary)  

• Current  events  that  may  have  affected  your  stocks  (Notes)  

• A  reflection  of  what  you  learned  through  this  experience  

• Your  paper  needs  to  be  typed  using  Times  New  Roman  font  in  size  12  

VISUAL AIDES Using  graph  paper,  create  a  line  graph  for  each  stock  you  invested  in.    The  graphs  should  

show  trends  from  the  past  six  weeks.      Using  a  protractor,  create  a  circle  graph  displaying  how  

you  invested  your  $10,000  investment.    Display  all  of  your  graphs  on  a  poster  to  present  in  

class.  

 

 

 

 

COMPAN Y SUMMARY SHEET

 

Company  Name

Company  Symbol  

Last  Trade  Price/Cost  per  Stock

52  Week  High/Low

Quarter  Graph    (look  at  the  trends  over  the  quarter)

Krispy  Kreme  Doughnuts,  

Inc.

Nike  Inc.

CarMax  Group

APPLE  Inc.

Chipotle  Mexican  Grill

Bank  of  America  

Corporation

PepsiCo  Inc.

Target  Corporation

Best  Buy  Co.

AMAZON.  COM,  INC.

Data Recording Sheet

Stock Name: ________________________________ Stock Symbol:_____________ Cost per Stock: ______________ Number of Shares Purchased: __________ Total Stock Value: _________________________

DATE OPENING PRICE CLOSING PRICE +/-

Week 1

Week 2

Week 3

Week 4

Week 5

Week 6

Total Value Overall DID YOUR TOTAL STOCK VALUE HAVE AN OVERALL POSITIVE OR NEGATIVE CHANGE DURING THIS

TIME PERIOD? ____________________________________________________________________________

__________________________________________________________________________________________

BY HOW MUCH? ___________________________________________________________________________

ANALYZE THIS STOCK’S TRADE HISTORY AND DETERMINE WHAT FUTURE TRENDS YOU MIGHT EXPECT

TO SEE. __________________________________________________________________________________

__________________________________________________________________________________________

WOULD THIS STOCK BE A GOOD INVESTMENT? WHY?

__________________________________________________________________________________________

__________________________________________________________________________________________

__________________________________________________________________________________________

__________________________________________________________________________________________

CLOSIN G STOCK SUMMARY

Company  Name Beginning  Total  Value Closing  Total  Value

N OTES

Use  this  page  to  document  any  important  information  or  thoughts  you  have  during  the  

project.    Pay  special  attention  to  current  events  that  may  influence  your  stocks.  

 

 

 

       

MORE N OTES

STOCK MARKET PROJECT RUBRIC Category   4   3   2   1  Charts  and  Notes   All  charts  and  

graphs  are  completed  and  effort  is  visible  in  final  product.  

Most  of  the  charts  and  graphs  are  completed  with  some  visible  effort.  

Charts  and  graphs  are  incomplete  and  not  much  effort  is  visible.  

Charts  and  graphs  are  missing  or  incomplete.  

Written  Paper:  Organization  

Information  is  very  organized  with  well-­‐constructed  paragraphs  and  subheadings.  

Information  is  organized  with  well-­‐constructed  paragraphs.  

Information  is  organized,  but  paragraphs  are  not  well-­‐constructed.  

The  information  appears  to  be  disorganized.  

Written  Paper:  Information  

All  topics  are  addressed  and  all  questions  answered.    Paper  clearly  relates  to  the  main  topic  and  includes  plenty  of  details  and  examples.  

All  topics  are  addressed  and  most  questions  are  answered.    Paper  relates  to  main  topic  and  provides  some  details  and  examples.  

Most  of  the  topics  are  addressed,  and  most  of  the  questions  are  answered.    Paper  doesn’t  include  many  details  or  examples.  

One  or  more  topics  were  not  addressed.    Paper  has  little  or  nothing  to  do  with  main  topic.  

Usage  and  Mechanics  

Little  to  no  grammar,  spelling,  or  punctuation  errors  are  found  in  any  final  products.  

3-­‐5  grammar,  spelling,  or  punctuation  errors  are  found  in  any  final  products.  

6-­‐8  grammar,  spelling,  or  punctuation  errors  are  found  in  any  final  products.  

Many  grammar,  spelling,  or  punctuation  errors  are  found  in  any  final  products.  

Poster   Poster  is  neat,  organized,  creative,  and  colorful.    All  information  is  accounted  for.  

Poster  is  somewhat  organized,  creative,  neat  and  colorful.    Most  information  is  accounted  for.  

Poster  is  disorganized,  shows  a  lack  of  creativity  and  most  information  is  accounted  for.  

Poster  is  disorganized,  shows  a  lack  of  creativity  and  is  missing  information.  

Graphs   Graphs  are  well  designed,  neat  and  attractive.    All  points  are  plotted  correctly  and  accurately.  

Graphs  are  neat  and  relatively  attractive,  and  all  points  are  plotted  correctly  and  easy  to  see.  

Graphs  are  plain  and  all  points  are  plotted  correctly.  

Graphs  appear  messy.    Lines  are  crooked,  points  are  not  plotted  correctly  or  are  unclear.  

   Name:    ________________________________________  Final  Grade:  ______________________________