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(Newsday, New York Times, Wall Street Journal)
$100,000
STOCK MARKET CHALLENGE
Congratulations!
You have been left $100,000 by your long, long, long, long, long, long lost Uncle Chester, who unfortunately recently passed away. However, it seems that Uncle Chester left several stipulations for you to be able to inherit this money.
The regulations are as follows:
-You must invest the entire gift in the stock market
-You must purchase at least 5 different stocks, but not more than 7
-YOU MUST INVEST AT LEAST 15% OF THE MONEY IN EACH STOCK OWNED
-You must purchase the stock on _____________________
-You must sell (liquidate the account) on __________________
-You must keep a weekly account for all the activities of the stock (Friday’s closing price)
-You may “play” the market by buying or selling your stocks. However, you must always maintain a 5 stock minimum and always have your $100,000 fully invested.
-In addition, there is a $100 transaction fee for every stock trade made after your first five!
-Any stock trades (buys or sells) made after the original purchase day must be immediately handed in to Mr. Harris (on the day of the purchase) and signed.
-When you buy you will use the day’s high as the purchase price
-When you sell you will use the day’s low for the selling price
Stipulations for the Project
-You must present your findings to Mr. Harris, the lawyer who is handling the will of your Uncle Chester, on ____________________
-You are only entitled to your inheritance if you turn in the project/complete the stock portfolio presentation
NO LATE REPORTS OR PRESENTATIONS WILL BE ACCEPTED!
Your Project must contain the following elements:
1) An Initial Investment Statement
2) The Tracking Log
3) The Tracking Graph
4) The Final Report – Including the GAIN/LOSS Statement
5) A TYPED Business Letter which summarizes the account’s activity
6) Presentation of findings to Mr. Harris (and the class)
- Visual Aids (Graphs, Charts, etc. on poster/PowerPoint presentation)
- Proper Stock Vocabulary/Lingo – Name Your Portfolio
- Proper Attire (Business Suits)/Vocal Tone/Eye Contact
- Reasons for stock purchases/History of each company
(Must follow this format)
($100,000 minus total of “Total Cost” Column)
*** YOU MUST MAKE A COPY OF THIS SHEET AFTER FILLING IT OUT FOR YOUR RECORDS ***
[You will hand one in to Mr. Harris, and keep one for yourself]
THE HARRIS FUND
($ 100,000 minus total of “Total Cost” Column)
CLICK HERE FOR THE TRACKING LOG
Click here for Tracking Graphhttp://www.mrharris101.com/economics/TRACKING%20GRAPH.doc
TOTAL OUTCOME FOR THE PORTFOLIO:
(Including Cash Reserves & Minus $100 Transaction Costs)
$________________________
5) TYPED BUSINESS LETTER: [20 Points]
You must also write a conclusive statement which summarizes the portfolio’s activities and your final results in a business letter format to the lawyer (me).
Mr. Jeff Harris
380 Old Town Road
East Setauket, NY 11790
6) PORTFOLIO PRESENTATION
[30 Points]
(= ____/100 Points x .3)
EVALUATION FORM
Accurate Information ______/ 20 Points
Visual Aids ______/ 20 Points
Stock Vocabulary/Lingo ______/ 20 Points
History/Reasons ______/ 20 Points
Proper Clothing/Attire ______/ 10 Points
Eye Contact & Vocal Tone ______/ 10 Points
Total ______/100 Points
STOCK MARKET INVESTMENT PROJECT FINAL EVALUATION
INITIAL INVESTMENT STATEMENT ______/10 POINTS
THE TRACKING LOG ______/10 POINTS
THE TRACKING GRAPH ______/10 POINTS
THE FINAL REPORT ______/20 POINTS
(INCLUDING THE GAIN/LOSS STATEMENT)
TYPED BUSINESS LETTER ______/20 POINTS
(PORTFOLIO SUMMARY)
PORTFOLIO PRESENTATION ______/30 POINTS
FINAL GRADE _______/100 POINTS
PORTFOLIO PRESENTATION
EVALUATION FORM
Accurate Information ______/ 20 Points
Visual Aids ______/ 20 Points
(PowerPoint, Poster board, transparencies)
Stock Vocabulary/Lingo ______/ 20 Points
History/Reasons ______/ 20 Points
(Research!)
Proper Clothing/Attire ______/ 10 Points
Eye Contact & Vocal Tone ______/ 10 Points
Total ______/100 Points
(= ____/100 Points x .3)
_______/ [30 Points]
$$DOLLAR VAULE OF PORTFOLIO$$
(INCLUDING CASH RESERVES & MINUS $100 TRANSACTION COSTS)
BUY / SELL TRANSACTION FORM
Student Name _______________________
Click here for the Buy/Sell Transaction Report
http://www.mrharris101.com/economics/BUY.doc
*** YOU MUST STAPLE A PRINT OUT OF A STOCK QUOTE FOR THE STOCK
YOU ARE SELLING AND THE STOCK YOU ARE BUYING TO THIS FORM
*** MAKE SURE TO SUBTRACT $100 FROM THE TOTAL AFTER SELLING
YOUR STOCK AND ADD $100 TO THE TOTAL AFTER BUYING NEW STOCK
(THESE ARE YOUR “TRANSACTION FEES” or COMMISSION FOR TRADING STOCK)
*** YOU MUST MAKE COPIES OF ALL OF THESE FORMS FOR YOUR RECORDS
***MAKE A COPY OF YOUR PACKET BEFORE HAND IT IN!!!
SO YOU CAN REFERENCE IT IN YOUR PRESENTATION.
*** DO NOT CONFUSE THE STOCK MARKET PACKET WITH THE STOCK MARKET PRESENTATION.
THESE ARE TWO DIFFERENT THINGS.
STOCK MARKET PACKET: 70% OF YOUR GRADE
STOCK MARKET PRESENTATION: 30% OF YOUR GRADE
IF YOU ARE USING POWERPOINT TO COMPLIMENT YOUR PRESENTATION, PLEASE MAKE SURE IT WORKS. IF YOU ARE USING A JUMP DRIVE, PLEASE CONSIDER EMAILING ME AT jharris1@threevillagecsd.org TO ENSURE IT WORKS!
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