The Stock Market WebQuest
…Risks and Rewards
Jane Pearson
Introduction
Introduction
Task
Process
Resources
Evaluation
Conclusion
Additional
Buy Low...Sell High!
Congratulations! You just inherited $10,000 but you aren’t quite
sure what to do with it. Your friends tell you to spend it and
your parents tell you to save it. You think to yourself for a
second and a light bulb goes off. Maybe you can apply what
Mrs. Pearson taught you about stocks and invest it! Learn how
to become financially smart. Invest today so you can be a
millionaire tomorrow!
Just follow the Task link above…
Task
Introduction
Task
Process
Resources
Evaluation
Conclusion
Additional
You and your partner’s task is to research various companies and
look up information on their stocks. You will then choose 10
stocks from at least 5 different industries. You will have
$10,000.00 to spend, so you will need to determine how many
shares you will buy of each stock. You must use all your money.
Track your stocks over a 10 day period and report your results
using an Excel spreadsheet. Lastly, create ten 2-D line charts and
a 3-D column chart to visually display your gains or losses.
Ready to start? Just follow the Process link above…
Process
Introduction
Task
Process
Resources
Evaluation
Conclusion
Additional
Here are the step-by-step directions
1.
2.
3.
4.
Use the Internet to search for companies that
you are interested in and find their ticker
symbols. (1 day)
Based on your search, choose 10 companies to
invest your $10,000.00 in.
Look at the price per share and allocate your
$10,000.00…try to spend exactly that amount.
Create a spreadsheet with the following
columns: Stock, Symbol, Industry, Shares,
Initial Cost per Share, Current Value on Day 1,
Price Per Share on Day 2, Current Value on
Day 2, Price per Share on Day 3, Current
Value on Day 3, (follow pattern all the way
through day 10), Gain / Loss, Rate of Return.
See sample layout. (2 days)
5.
6.
7.
8.
In your spreadsheet, set up formulas that
calculate Current Value on each day, the Gain /
Loss, and the Rate of Return.
Check your stocks daily over a ten day period.
Record the needed information on your
spreadsheet. (10 days)
To illustrate if you made or lost money, turn the
data you collected in your spreadsheet into
charts. You should create a 2-D line chart to
depict each company’s gain or loss over the ten
day period. (10 graphs). You should also create a
3-D clustered chart representing all 10 companies
in one chart. This will help you analyze the data.
(1 day)
Be prepared to answer whether you gained or
loss money. Also, consider the question, if given
the chance, how would you invest your money
differently?
Helpful Websites are listed in the Resource link above…
Resources
Introduction
Task
Process
Resources
Evaluation
Conclusion
Researching Companies:
Excel Tutorials:
1.
2.
3.
4.
1. Excel 2007 Microsoft
Training
2. Excel Tutorial
Yahoo Finance
NYSE
MSN
NASDAQ
Additional
Sample Spreadsheet:
1. Stock spreadsheet - layout
How will you be graded? Click the Evaluation link above…
Evaluation
Introduction
Task
Category
Process
Resources
Excellent
4-5 points
Evaluation
Good
2-3 points
Conclusion
Needs Improvement
0-2 points
Stock Portfolio
You chose 10 different company’s
stocks and these stocks are in at least 5
different industries, making your
portfolio very diversified
You chose less than 10 different
company’s stocks and these stocks are
in at least 5 different industries, making
your portfolio very diversified
OR
You chose 10 different company’s
stocks but they are not in at least 5
different industries
You have less than 9 company’s stocks
chosen and you did not select stocks
from at least 5 different industries
Budget
You calculated your number of shares
based off the current price to be
between the range of $4099.00 $5001.00
You calculated your number of shares
based off the current price to be
between the ranges of $4098.00 –
$4098.99 or $5001.01 – $5002.00
You calculated your number of shares
based off the current price to be less
than $4097.99 or more than $5002.01
Appearance of
Spreadsheet
The spreadsheet is easy to read and it
has a good visual flow. Excellent use of
color and font to enhance the
spreadsheet. It is apparent that you
previewed the spreadsheet before you
printed it out and made appropriate
changes. You met all the necessary
requirements of the spreadsheet.
The spreadsheet is somewhat difficult
to read. Good use of color and font to
enhance the spreadsheet. It is apparent
that you did not preview the
spreadsheet before you printed it out.
You are missing some required
elements of the spreadsheet.
Your spreadsheet is difficult to read.
Poor use of color and font to enhance
the spreadsheet. You did not preview
the spreadsheet before you handed it in.
It is missing 3 or more required
elements.
Functionality of
the Spreadsheet
You used formulas when appropriate
and they work. When changes are made
to one figure, the other figures all adjust
appropriately including the percentages
as well as the chart.
You used formulas when appropriate
and they work. When changes are made
to one figure, the other figures do not
all adjust appropriately but most do
including the percentages as well as the
chart.
You used formulas in your worksheet
but not in all instances when you
should have. When changes are made to
one figure, the other figures do not all
adjust.
Closing Price
Charts (10 charts)
You chose an appropriate graph to
visually show the growth or decline of
your stocks. Excellent use of color. You
included a chart title and axis labels.
Your legend clearly identifies each
stock.
You chose an appropriate graph to
visually show the growth or decline of
your stocks. Good use of color. You
did not include a chart title and/or axis
labels and/or legend.
The graph you chose does not clearly
show growth or decay. You did not
enhance the chart through use of two of
the following: color, titles, labels, or
legend.
Comprehensive
Chart
You chose an appropriate graph to
visually show the growth or decline of
your stocks. Excellent use of color. You
included a chart title and axis labels.
Your legend clearly identifies each
stock.
You chose an appropriate graph to
visually show the growth or decline of
your stocks. Good use of color. You
did not include a chart title and/or axis
labels and/or legend.
The graph you chose does not clearly
show growth or decay. You did not
enhance the chart through use of two of
the following: color, titles, labels, or
legend.
Additional
Score
Click here to view the rubric
What was the point? Click on Conclusion above…
Conclusion
Introduction
Task
Process
Resources
Evaluation
Conclusion
Additional
Having completed this WebQuest, you should have a better understanding of
the difference between investing and saving. You should also understand
how to pick stocks and track stocks and apply this knowledge to future
investments. Also, your Excel skills should have improved!
Be prepared to discuss the following questions with the class:
1.What do the terms ticker symbol, P/E ration, 52 week high/low, and volume
mean?
2.Did it benefit you to have a diversified portfolio?
3.Why do stock prices change daily? What affects them?
More info…Click the Additional link above
Additional
Introduction
Task
Process
Resources
Evaluation
Conclusion
This WebQuest was created by:
Jane Pearson
TEC 942 - Implementing Technology Integration
Credits:
Professor George Smith, Fresno Pacific University
Additional
Download

Wall Street - Frespac.net