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Evidence
of Learning
As your
students begin their research on companies to invest in and building their portfolio,
you will want to see some evidence of learning. Have teams keep a folder with
activities, writings, charts, and stock data. Listed below are some ideas from
teachers for managing a portfolio and maintaining a Team Folder.
- Brief company profile for each stock
your team owns during the game. Include a summary of the company's products,
where it operates, strengths and weaknesses – especially in comparison to
competitors, and copies of the most recent annual Income Statement and Balance
Sheet (obtained from the company's annual report or other source).
- Basic data about stocks in portfolio,
including 52 week high and low, PE ratio, volume of trading, Beta, etc.
- Research of industry and economic data
-Write a paragraph explaining why and how this might affect your stock holdings.
- Clippings about stock in your portfolio
- These can be newspaper clippings, Internet news articles, magazine ads or
articles, etc.
- Current stock price of each stock
the team owns at the close of the market each day or week. Put information
in an Excel spreadsheet and create charts for each stock.
- Detailed record of any buy or sell transactions:
including stock name and ticker symbol, date of transaction, number of shares,
price per share, total costs, broker's fees, and current equity. (Justify
calculations in portfolio.)
- Create your own math problems, using
information in the portfolio.
- Compare data by charting your team stock
holdings with the S&P or Dow Jones averages.
- Create a glossary of terms
learned throughout the SMG
- Track state and/or regional rankings
- Use SMG activities for writing prompts
for portfolios or journaling -
- Using persuasive writing skills, students
can cite their research and "persuade" team to buy or sell certain
stocks.
- Using reflective writing skills, students
can reflect on why a stock did or didn't do well, why they disagree with
a team's decision, why and how the economy is affecting their stock,
or particular industry, etc.
- Describe a current event and the economic
environment that could affect investment decisions.
- Write an essay explaining an investment
strategy and why it worked -- or didn't.
- Write a position paper on a decision made
within a company that affected the stock.
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