Jenny Packet

Mastering the Stock Market
Forthisprojectyouwillbeinvestingincompanieswiththegoalofmakingas
muchmoneyasyoucaninonemonth.Youwilllearnabouthowthestockmarket
worksandhowtouseitasatooltomakemoneyinthefuture.Youwillbegiven
$20,000whichyoumustinvestinaminimumofthreecompanies.Youcanbuyas
manysharesasyoulikeandanythingthatyoudontspendwillendupyourbank
accountwhichwillearn0.5%interestattheendofthemonth.OnDecember18th
wewillsellyourstockandwhoeverhasthemostmoneywillbedeclaredthestock
marketchampion.
Rules
1. Youmustbeinvestedinatleastthreecompaniesatalltimesduringthe
competition.
2. Youmustbuyandsellatleastoneshareduringtwodesignatedweekends.
3. Ifyoubuyorsellastockyoumustemailmeonthedayofthetransaction.
4. Youmustuseaccuratestockpricesandmakenomajormathematicalerrors.
Week 1 - Stock Market Basics
Definethefollowing:
BearMarket
a market in which prices are falling, encouraging selling.
Broker
a person who buys and sells goods or assets for others.
BullMarket
a market in which share prices are rising, encouraging buying.
Exchange
an act of giving one thing and receiving another (especially of the same type or value) in return.
Portfolio
a range of investments held by a person or organization.
Quote
The price
StockSymbol
What the company trades under

Ex: Home Depot- H.D
Volatility
The beta- the fluctuation
Volume
How many
people are trading it
Google
has a large volume
Yield
How much
money you make
Researchcompaniesandbylookforstockmarkettips.Makealistofcompanies
thatyouareinterestedininvestingin.Onceyouhavechosenthecompaniesyou
wanttoinvestinfillouttheCompanyInformationFormbelow.Fillouta
CompanyInformationFormforeachcompanythatyouinvestinatanypointover
themonth.
Home
Depot
Chipotle
New
York Times
Solar
city
Tesla
Company Information Form
Company:
TickerSymbol:
StockPrice:
SharesPurchased:
Totalmoneyspentonthiscompanysstock:
Putagraphofthecompanysstockoverthelastmonth
Putagraphofthecompanysstockoverthelastyear:

Graphascatterplotwithalineofbestfitforyourcompanysclosingstockover
thepastmonth(FromOctober26whichisdayzerototodaysdate).Usethe
programonAlcula,Plot.ly,orLineofBestFitCalculator.
Writeanequationforyourline.Roundtheslopeandyintercepttothenearest
hundredth.
Usetheequationtopredictwhatthevalueofthestockwillbein30daysfromnow
(Day53).
Howmuchdoyoupredictyourtotalstockinthatcompanywillbeworthon
December18th(Day53)?
Company:
TickerSymbol:
StockPrice:
SharesPurchased:

hundredth.
(Day53).
Company:
TickerSymbol:
StockPrice:
SharesPurchased:

hundredth.
(Day53).
Week 2 - Buying and Selling
Filloutweek2sectionofyourspreadsheettofindthetotalworthofthe
stocks.
YoumustusetheStockSaleFormtomakeatleastonesale.
YoumustusetheStockPurchaseFormtomakeatleastonepurchase.
Youmustemailmeonthedateofthesale/purchasetonotifymethatyou
havemadeit.
Stock Sale Form
Date:
Iamselling___________sharesofstockin___________________________.
Thecurrentpriceofoneshareis__________________.
IntotalImade__________________.
Stock Purchase Form
Date:
Iampurchasing_________sharesofstockin__________________________.
IntotalIspent__________________.
Week 3 - Buying and Selling
Filloutweek2sectionofyourspreadsheettofindthetotalworthofthe
stocks.
YoumustusetheStockSaleFormtomakeatleastonesale.
YoumustusetheStockPurchaseFormtomakeatleastonepurchase.
Youmustemailmeonthedateofthesale/purchasetonotifymethatyou
havemadeit.
Stock Sale Form
Date:
IntotalImade__________________.
Stock Purchase Form
Date:
Week 4 - Adding it all up
OnFriday12/18findthefinalpricesofyourstocks.Addthemupwiththe
moneyinyourbankaccountintheweek4sectionofyourspreadsheet.Remember
thatwhateverisinyourbankaccountgets0.5%interestaddedontopofit.Find
thetotalofallyourmoney.
Slideshow
Week1Makeslidesforthecompanyinformationofeachcompanythatyou
chose.Includeyourreasoningforchoosingthatcompany.
Week2Makeslidesforyourfinancialprogressatthispoint.Showhowmuch
eachstockhasgrownfromweek1andwhereyourtotalisatweek2.Stateany
stocksthatyouboughtorsoldaftertheopeningday.Discussyourreasoningfor
makingthetransaction.
Week3Makeslidesforyourfinancialprogressatthispoint.Showhowmuch
eachstockhasgrownfromweek2andwhereyourtotalisatweek3.Stateany
stocksthatyouboughtorsoldafterweek2.Discussyourreasoningformakingthe
transaction.
Week4Makeaslideforyourfinalweek.Stateanystocksthatyouboughtorsold
aftertheweek3.Showhowmucheachstockhasgrownfromweek3andwhere
yourtotalisnow.
Rubric
MathAccuracy
10
Oneortwominor
mathematical
errorsaremade.
5
Manyor
significant
mathematical
errorsaremade.
LineofBestFit
20
10
0
Alllineofbestfits Somelinesofbest Nolinesofbestfit
areshown.
fitareshown.
areshown.
Definitions
Onepointforeachone.
Reasoning
20
10
0
Reasonsfor
Reasonsfor
Reasonsfor
buyingandselling buyingandselling buyingandselling
areappropriate. aresupportedwith lackappropriate
vaguereasons.
support.
Rules
20
Allcalculations
arecorrect.
10
Theruleswere
followed.
5
Aminormistake
wasmadewhich
didnotinfluence
theresults.
Spreadsheet
10
5
Spreadsheetwas Spreadsheetwas
maintainedatleast maintainedbutnot
weekly.
weekly.
Presentation
10
Presentationwas
appropriateand
coveredallmajor
areas.
5
Presentation
vaguelycovered
allmajorareas.
0
Amajormistake
wasmadewhich
didinfluencethe
results.
0
Spreadsheetwas
notmaintained.
0
Presentationdid
notcoverall
majorareasorwas
notappropriate.
Company:
TickerSymbol:
StockPrice:
SharesPurchased:
hundredth.
(Day53).
Company:
TickerSymbol:
StockPrice:
SharesPurchased:
hundredth.
(Day53).
Company:
TickerSymbol:
StockPrice:
SharesPurchased:
hundredth.
(Day53).
Stock Sale Form
Date:
IntotalImade__________________.
Stock Purchase Form
Date:
Stock Sale Form
Date:
IntotalImade__________________.
Stock Purchase Form
Date:
Stock Sale Form
Date:
IntotalImade__________________.
Stock Purchase Form
Date:
Stock Sale Form
Date:
IntotalImade__________________.
Stock Purchase Form
Date:
Stock Sale Form
Date:
IntotalImade__________________.
Stock Purchase Form
Date:

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Mastering the Stock Market

Week 1 - Stock Market Basics

a market in which prices are falling, encouraging selling.

a person who buys and sells goods or assets for others.

a market in which share prices are rising, encouraging buying.

a range of investments held by a person or organization.

What the company trades under

The beta- the fluctuation

Company Information Form

Company Information Form

Company Information Form

Week 2 - Buying and Selling

Stock Sale Form

Stock Purchase Form

Week 3 - Buying and Selling

Stock Sale Form

Stock Purchase Form

Week 4 - Adding it all up

Company Information Form

Company Information Form

Company Information Form

Stock Sale Form

Stock Purchase Form

Stock Sale Form

Stock Purchase Form

Stock Sale Form

Stock Purchase Form

Stock Sale Form

Stock Purchase Form

Stock Sale Form

Stock Purchase Form

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