Stock Market Webquest

Culminating 8th Grade Activity
Duration of Project Three Weeks

Project Description

Daily Plan

Day one and two: Students learn the basics of the stock market

Day three: Students investigate the idea of a sector.
Students should pick one sector to report on in their Powerpoint Presentation.
Some Sector Examples
Technology
Healthcare
Retail
Service
Day four and five: Students will continue to research .

Day three and four:Student begin to select stocks for their portfolio

Day four: Students purchase their stocks , however
they will get historical data on daily stock price fluctutaoin from.

Day five:Students prepare excel spreadsheets to track their stock information
(daily price fluctuations)

Day six, seven, eight
Student should begin building their Powerpoint Presentation they are responsible for the slides on a sector of their choice

Day nine
Student collect information using Microsoft Word.

Day ten and third week: PowerPoint with animations, pictures, sound, and company information.
Brochure made in Microsoft Publisher or Microsoft Word marketing a company of their choice to
potential investors.
Excel Spreadsheet with charts showing the overall performance of the fund, averages, and median stock prices
Students should continue to track stock purchases.

Technology

Students Will: Develop technology skills and knowledge while enhancing learning of the curriculum

Apply technology for communication, creativity, research, problem solving, and decision making to enhance learning

Use a word processing tool to communicate their findings
Use a spreadsheet program to compile and graph their statistical information

Perform electronic research using the Internet

Present their information using a presentation program such as, PowerPoint

Use a desktop publishing program to promote their mutual fund


Mathematics


Students Will: Pursue open-ended problems and extended problem solving projects.

Investigate and formulate questions from problem situations.

Represent situations verbally, numerically, graphically, geometrically, or symbolically.

Discuss, write, read and listen to mathematical ideas.

Reason with proportions,from graphs and inductively/deductively.

Create connections between math and other subjects and to the world outside the classroom.

Creating mathematical connections through applying mathematics.

Use statistical methods to describe, analyze, evaluate, and make decisions.

Using estimation both in solving problems and in checking the reasonableness of results.

Explore relationship among representations of, and operations on, whole numbers, fractions, decimals
integers, and rational numbers.

Developing an understanding of ratio, proportion, and percent.


Language Arts


Present in a clear and organized manner

Give attention to audience�s level of knowledge, age, and interests.

Understand topic presented

Use anecdotes, examples, analogies, statistics, and other evidence to support his/her decisions

Actively help identify and promote group "classmates" goals, effective group interaction and the expression of ideas and opinions.

Help the group identify and implement changes or modifications necessary in the group process.

Effectively perform multiple roles within the group (task manager, leader, and facilitator).

Communicate commitment to the group goals and effectively carries out assigned responsibilities.

Participate without prompting in a way that is sensitive to the feelings and knowledge base of others.

Help identify and support changes or modifications necessary in the group process.

Perform one or more roles within the group.


Stock Quest Information Source


1.   What does a stock represent?

CLICK HERE FOR INFORMATION

2.   What is a disadvantage of owning stock?          

CLICK HERE FOR INFORMATION

3.   How do you buy and sell stocks?

CLICK HERE FOR INFORMATION

4.   Other than selling at a higher price, what is another way to make money from stock holdings?
            CLICK HERE FOR INFORMATION

5.   How many votes do you get for each share of stock?

CLICK HERE FOR INFORMATION

6.   How do you determine if a stock is at a good price?

CLICK HERE FOR INFORMATION

7.   What is the P/E growth ratio?

CLICK HERE FOR INFORMATION

8.   You should buy stocks in a variety of industries � True/False

9.   It is recommended to have a portfolio of 5-10 stocks - True/False

CLICK HERE FOR INFORMATION

10. What are 2 factors to consider when identifying stocks?

CLICK HERE FOR INFORMATION

11.   Where are two places you can go on the Internet to research stocks?
 CLICK HERE FOR INFORMATION

12.   What was the price for a share of Dell last Friday?
CLICK HERE FOR INFORMATION





Collaboration Rubric

Use collaboration skills in formal and informal groups.

Exceeds Expectations:

  • Actively helps identify and promote group goals, effective group interaction and the expression of ideas and opinions.

  • Helps the group identify and implement changes or modifications necessary in the group process.

  • Effectively performs multiple roles within the group (recorder, task manager, leader, and facilitator).

    Meets Expectations:
  • Communicates commitment to the group goals and effectively carries out assigned responsibilities.

  • Participates without prompting in a way that is sensitive to the feelings and knowledge base of others.

  • Helps identify and supports changes or modifications necessary in the group process.

  • May effectively perform one or more than one role within the group.

  • Approaches Expectations:

    Does not meet expectations:

    Instructions for creating a Microsoft Word table

    1.      Click on the Table button on the standard toolbar.

    1. Drag the cursor down and right to create a table that is 6 across and 6 down.
    1. Click on View/Toolbars/Tables and borders to display the tables and borders toolbar.
    1. Explanation of top row of toolbar
    2. Enter the data as needed into your table

    PowerPoint Instructions

    SET TIMING

    Click on Slide show/Slide Transitions
    Check off the box to make the transitions automatic and enter the number of seconds
    You can apply it to one particular slide, or every slide in the show
    (You may want to change the number of seconds for each slide)

    ANIMATE SLIDE

    Click on Slide show/Custom Animations
    Choose the element that you want to animate (for example � title)
    Click on Animate automatically and enter the number of seconds
    Click on the tab to choose your animation � (for example � crawl from left)
    Hit apply

    ADD SOUND OR MOVIE

    Insert/Movies and Sounds/from file
    Find the file you want to add
    Hit insert
    Click on the sound or movie icon to select it
    Hit Slide show/Custom Animation
    Animate automatically after 0 seconds
    Apply
    Preview your file by hitting Slide Show/View Show

    Requirement

    Points

    Information is presented in a clear and organized manner

    0-20

    Attention to audience�s level of knowledge, age, and interests

    0-20

    Clear understanding of topic presented

    0-20

    Students comments are timed to go along with the slides � Student is not reading directly from the slide, but embellishing his/her point with other comments

    0-20

    Student uses anecdotes, examples, analogies, statistics and other evidence to support his/her buying and selling decisions

    0-20

    Exceeds Expectations:

    Meets Expectations:

    Approaches Expectations:

    Does Not Meet Expectations:


     

    Grading Rubric:


    A total of 450 points is possible.

    Task

    Explanation

    Points

    1. Research companies that interest you, and choose 5 stocks in your sector purchases.

    You should have some justification for why you purchased each stock. (for example � stock price is a bargain, you appreciate the quality of the company�s products, you shop there, good customer service, past performance, current trends, etc.)

    25

    1. Purchase 5 stocks. You have $50,000 to spend
    Have the amount you purchased your stocks for and the sales commission charge./TD>

    25

    1. Track price each day
    Track in an excel spreadsheet

    10

    1. Create a spreadsheet in Excel which shows daily fluctuations in price, percent of increase/decrease for the week, average price, median price, overall performance

    See example

    15

    1. Create a chart in Excel showing the daily fluctuations in price 
    2. Create a chart in Excel showing the Purchase Price, Price on last day and Average Price of each stock

    See examples

    Title the charts and label the axis

    25

    1. Create a 10 slide PowerPoint Presentation which explains the thought behind your transactions

    See sample outline and requirement

    100

    1. Present the PowerPoint to the class

    See presentation rubric

    100

    1. Create a brochure in Microsoft Publisher advertising your favorite corporation.

    See rubric

    50

    1. Collaboration

    See collaboration rubric

    100

    PowerPoint Outline

     


    Slide 1-20

    Explain the five companies you decided to invest in and why

    Include a picture from the company�s web site and some pertinent information from the companies website

    Slide 21

    Was there a profit?  How much did you end up with?  What will be done differently in the future?

            Include notes page for each slide to supplement your presentation.

            Use automatic transitions � practice the timing along with your notes.

            Use custom animation to embellish your slide show.

            Add sound to your slide show.

            Be prepared to speak when you give your presentation.

     

    Requirement

    Points

    Charts

    • Fluctuations
    • High/Lo/Average
    • Axes should be labeled clearly
    • Chart Should have a Title
    • Charts should be linked to Excel file

    10

    Custom Animation

    10

    Sound

    10

    Notes Page

    10

    Grammar and Spelling Correct

    10

    Clear basis for decisions is expressed

    10

    Graphics from company web page or other graphics which complement/support company

    10

    Background or Design

    10

    Automatic transitions- Each slide should only be 5-10 seconds

    10


    Brochure Rubric

    Element

    Description

    Points

    Professional

    Tri-fold

    No typos

    At least 1 company pictures

    25

    Clear representation of investment benefits

    Attention to audience

    Evidence is presented

    25

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    1