KEEPING
UP WITH THE
[DOW] JONESES
A
WebQuest for 6th - 12th Grade Math or Business
Designed by
Marie Long
[email protected]
Introduction
|
Task
| Process | Evaluation
| Conclusion | Credits
| Teacher Page
Introduction
Your parents have just returned
from the reading of your wealthy, eccentric Uncle Otto’s will. They
present you with the following letter from Uncle Otto:
Click
here to read his letter
The Task
Your task is to learn about the stock market and
research some companies to find several companies that you could invest
your inheritance in.
Remember that to get your inheritance, Aunt Helen
must see your research. You are to give her
graphs of the stock's
performance over the last 5 years and
graphs you make traking
the stock weekly for at least 6 weeks
a paragraph about why
you chose this company
Your report to Aunt Helen may be in the form of
graphs drawn on graph
paper
graphs printed from the
Internet
spreadsheet documents
and graphs made from them
plus your paragraph stating
why you chose this company
Send your reports to Aunt Helen by
mailing the hand-drawn
graphs or printouts
mailing a disk with your
documents saved
posting them on the Internet
for her to read
Process
1.You may work individually or with
one or two partners
(brothers/sisters), or
as a group.
2.You will need to learn some of the
language of Wall Street.
3.You will need to learn about what
stock is and how it is
bought and sold.
4.You will need to learn how to read
the newspaper stock
market page.
5.You will need to learn about how
you can make money
by buying stock.
6.You will need to learn about the
risks of buying stock.
7.You will need to learn about researching
companies
before buying stock.
8. You will need to determine how
much money you have
to invest
using the information in the letter.
Here are the activities and resources to
help you. Complete the following activity sheets:
1. Wall Street
Basics
2. Reading the
Stock Market Page
3. Tracking
Stock
4. How Much
Did I Inherit?
Now you should be ready to begin researching
and selecting stocks.
Here are several links to websites where you can
research companies and get near real-time stock quotes.
StockMaster
BigCharts
Hoover’s Online
As you make your selections, remember to check Uncle
Otto's letter for advice about choosing companies. When you have
decided on your stock picks, you will create a portfolio and keep track
of the prices at weekly intervals for 6 to 8 weeks. Don't forget
to graph the prices while you are tracking them. Remember you will
have to tell Aunt Helen your reasons for selecting each stock.
 Evaluation
Your reports on the stocks you
selected will be graded as follows:
|
Beginning
1 |
Developing
2 |
Accomplished
3 |
Exemplary
4 |
Score |
|
Stock selection
|
0 or 1 stock selected
|
2 stocks selected
|
3 stocks selected
|
4 or 5 stocks selected |
|
|
Includes historical
graphs of stock prices for stocks selected
|
No graphs included
for any stock.
|
Graphs included
for one or two stocks..
|
Graphs included
for most stocks.
|
Graphs included
for all stocks.
|
|
|
Includes graphs traking stock over the specified time period
|
No stocks tracked.
|
Much data missing --
Some stocks tracked or
Stocks tracked for only part of tine period.
|
Some data missing --
Most stocks tracked for most of time period.
|
All tracking data included --
All stocks tracked for entire time period.
|
|
|
Reasons for
stock selection
|
No reasons stated
for any stocks selected.
|
Reasons
for selection are stated for some but not all stocks. Reasons do
not follow from data presented.
|
Reasons for
selection are stated for most but not all stocks.
Reasons follow from
data presented .
|
Reasons for
selection are stated for all stocks. Reasons follow from data presented.
|
|
| Computations |
Many mistakes
in computation.
|
Some mistakes
in computation.
|
Few mistakes
in computation.
|
No mistakes
in computation.
|
|
|
Report Format
|
Did not follow
teacher's directions.
Work lacks neatness,
organization, visual appeal.
|
Followed some
directions.
Work shows some
neatness, organization, visual appeal
|
Followed most
directions. Work is neat, organized, and visually appealing.
|
Followed all
directions. Work is
very neat, organized,
visually appealing.
|
|
Conclusion
You have learned some basics of
the stock market. You should understand what stock is, how stock
is bought and sold, how to research companies and make decisions about
purchasing stock, and some of the risks and rewards of owning stock.
Stock is one of several ways to
invest money. Some items for your further consideration:
What are
mutual funds?
How are they different from stock?
What are their advantages and disadvantages?
What are
bonds?
How are they different from stock?
What are their advantages and disadvantages?
 Credits
Background
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Last updated
on August 31, 2000. Based on
a template from The
WebQuest Page
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