TAKING STOCK

As I built my portfolio, I invested,

divested and revaluated my ideas of
value. I learned to take stock of much
more to build for my future.

PROJECT
REQUIREMENTS:
STS 2015
Team Apollo

Sharpstown High School, 2015

SMG Project Part 1:

Portfolio Requirements
1. Cover Page

Names of members

Name of company researched

Date turned in

5 pts

2. Rational

20 pts

What influenced your transactions?

What were some major happenings during the ten weeks of the game?

Why did those things happen?

How did you feel about the activity (or lack of activity) in the movement of price
of the groups stock?

3. Stock Worksheet that you recorded your closes on

5 points earned at each check

4. Graph of your stocks movement over the past 10 weeks

You may graph daily or weekly closes

One should show your portfolios movement

One should compare your portfolio to the DJIA

5. A copy of your weekly portfolio

30 pts

10 pts

Every Friday print the Account Summary and Account Holdings screens

6. Conclusion

20 pts

15 pts

Each group member should turn in a paragraph explaining what they learned by
participating in the stock Market Game. (Put some thought into it)
SUBTOTAL 100 pts

PART 2: Presentation Requirements

1. Need to use visual aids

10 pts

Can either be posters or PowerPoint

Will be judged by creativity

Must include a graph showing the portfolios progress over the ten weeks

2. Presentation

10 pts

Neat and organized

Lots of visual aids and examples

Looks like you have practiced and prepared

3. Time Limit

5 minute minimum

15 minutes maximum

5 pts

4. Tell class about one of the companies you invested in

20 pts

Product or service
Financial data
Current events
Major competitors
Challenges they faced recently that could have affected their stocks value

5. Talk about the movement of your stocks and the different

20 pts

transactions your group made

Using charts, explain the movement and happenings of your portfolio during the
10-week period

6. Conclusion

10 pts

Tell the outcome of the project

Name some things that your group would or would not have done differently
SUBTOTAL 75 pts

The last 25 points will be assigned to each individuals grade according to

participation. These will be determined from observations from me as well as the
evaluations of the other students in your group.

PROJECT TOTAL 200 pts

What you should be doing right now

Keep a daily record of closing prices of all stocks owned
Keep a daily record of the Dow Jones industrial Average
Provide a written rationale for all transactions made
(suggestion keep a journal and record at the time it happens)
Print a copy of your standings in your portfolio (every Friday)
Research one of the companies that you chose to buy stock
from
Product of service
Financial data
Current events related to stock price changes
Major competitors
Challenges they faced recently that could have affected their
stocks value
Suggestion Could contact company and have them send
information

Portfolio Rubric - Group # ___

Section Criteria
Cover Page

5 pts

Rationale
20 pts

Names of Members
Name of Company
Researched
Date
What influenced
decisions?
What were some
major happenings?
Why did those things
happen?
How did you feel
about the movement
of price?
Give a rough picture
of groups portfolio
over the 10 weeks.
Daily closings filled in
Should fill in for DJIA
and their own

Stock
Worksheet
20 pts

Graph

1 for portfolio and 1

for DJIA

Should have 9 of each

- Account Summary
- Account Holdings

One from each

member of the group
Well thought out
What are your
reactions and what
did you learn?

30 pts
Copy of
weekly
portfolio

Comments

10 pts

Conclusion
15 pts

TOTAL POINTS
(100 possible)

Points
Rec'd

Partner Evaluation Sheet

Please rank yourself and your partners on the following criteria. This will be given
directly to me and no one else will be able to read it. In order for this to work, you
need to be honest so that each member gets the grade they deserve for the effort they
put into the project. Participation will be worth 25 points of each person's grade.
On a scale of 1 - 10 (10 being the best), how much effort did YOU make to help the
group with the Stock Market Game project.
Score = ________
Brief explanation why

On a scale of 1 - 10 (10 being the best), how much effort did _____________ make to
help the group with the Stock Market Game project.
Score = ________
Brief explanation why

On a scale of 1 - 10 (10 being the best), how much effort did ____________ make to
help the group with the Stock Market Game project.
Score = ________
Brief explanation why

On a scale of 1 - 10 (10 being the best), how much effort did ____________ make to
help the group with the Stock Market Game project.
Score = ________
Brief explanation why

On a scale of 1 - 10 (10 being the best), how much effort did ____________ make to
help the group with the Stock Market Game project.
Score = ________
Brief explanation why

Presentation Rubric - Group # ___

Section Criteria

Posters or PowerPoint
Showed creativity
Must have a graph

Presentation

10 pts

Neat and organized

Good use of visual
aids
Appear rehearsed

5 minute minimum
15 minute maximum

Visual Aids
10 pts

Time Limit
5 pts

Comments

TIME START _______

TIME ENDED _______

Company
Profile
20 pts

Discuss
Portfolio
20 pts

Conclusion

10 pts

Talk about product or

service
Financial data
Current events
Major competitors
Challenges they face
Seems researched
Use charts
Explain the movement
of your stocks
Different transactions
they made and why
Outcome of the
project
Name some things
the group would have
done differently
TOTAL
(75 points possible)

Points
Rec'd

Individual Scores from

Stock Market Project
Name

Portfolio
Points
100 Total

Presentation
Points
75 Total

Created by Jaylene Cougenour Richardson ISD

Participation Total
Points
Points
25 Total
200 Total