IDC4U3: Rubric for Investment Simulation Assignment Name:
Level 1 (50-59%)
Strands
(Knowledge/ Understanding, Thinking/
Inquiry, Communication, and
Application are included throughout)
Below Level 1 (0-49%)
Level 2 (60-69%)
Level 3 (70-79%)
Level 4 (80-100%)
1L
1M
1H
2L
2M
2H
3L
3M
3H
4L
4M
4H
50-52%
53-56%
57-59%
60-62%
63-66%
67-69%
70-72%
73-76%
77-79%
80-84%
85-89%
90-100%
1L
1M
1H
2L
2M
2H
3L
3M
3H
4L
4M
4H
Theory and Foundation
The student work shows:
TF1.2 – describe and critically analyse
the ways in which each of the related
subjects or disciplines studied contributes
to the understanding of key historical and
contemporary issues in the
interdisciplinary course
TF1.3- analyse and explain the
importance of information and
communication in past and contemporary
societies;
TF2.1 - analyse and describe ways in
which an interdisciplinary studies
approach questions assumptions about
the structure and scope of the subjects or
disciplines studied and analyse the new
structures that have emerged to broaden
and advance the scope of the knowledge
of individual subjects or disciplines;
No coherent portfolio
strategy implemented
A strategy that has some
relation to students’
background, learning goals
and current economic state
A strategy that has links to
students’ background,
learning goals and current
economic state
A sound and coherent
strategy that has links to
students’ background,
learning goals and current
economic state
A realistic investment
strategy that has sound links
to students’ background,
learning goals and current
economic state
No comparison of overall
P&L against the appropriate
index; % cash vs. securities;
spend > $50,000
Limited use of a variety of
investment vehicles;
5+ trades, overall effort

Long

Short

Mutual Fund

ETFs

US, Cdn, International
Comparison of overall P&L
against the appropriate
index; slightly below the
index
Some use of a variety of
investment vehicles; did not
utilize all vehicles
Comparison of overall P&L
against the appropriate
index; matches the index
Comparison of overall P&L
against the appropriate
index; slightly above the
index
Extensive use of all
investment vehicles
Comparison of overall P&L
against the appropriate
index; well above the index
TF2.3 - assess the effectiveness of a wide
variety of print and electronic forms used
in each of the subjects or disciplines
studied to identify, classify, organize,
store, and retrieve information
TF4.2 - demonstrate the ability to use
linguistic devices and mathematical
representations to make connections
among the subjects or disciplines studied
Theory &
Foundations
Overall Level
No use of an electronic
portfolio tracker
Attempted use of a portfolio
tracker
Attempted use and
assessment of a portfolio
tracker
Use and critical assessment
of a portfolio tracker
Thorough use and critical
assessment of a portfolio
tracker
Limited P/L & ROI
calculations; inaccuracies
Most P/L & ROI
calculations are present; a
few inaccuracies
Most P/L & ROI
calculations are present; no
inaccuracies
All P/L & ROI calculations
are present; a few
inaccuracies
All P/L & ROI calculations
are present; no inaccuracies
Below 50
1L
1M
1H
2L
2M
Use of all investment
vehicles
2H
3L
3M
3H
4L
4M
4H
Extensive and appropriate
use of all investment
vehicles
APPLICATION
Overall
/ 40 Marks
Strands
(Knowledge/ Understanding, Thinking/ Inquiry,
Communication, and Application are included
throughout)
Level 1 (50-59%)
The student work shows:
PM2.4 – select relevant information within
resources for interdisciplinary research, using a
variety of reading and critical thinking
strategies.
very limited use of strategies for
selecting relevant information
regarding specific securities’
profile
PM3.1– analyse and evaluate information from
a variety of print, electronic, and mass media
resources according to specific criteria,
including the currency, comprehensiveness, and
depth of the information
Virtually no sound reasons for
investing (“the dart board
method”)
PM3.4 – record, sort, and organize sources of
information in relevant footnotes, citations,
endnotes, or bibliographies, using an accepted
form of documentation
very limited use of appropriate
sourcing; use of footnotes; all
information referenced
PM3.5 – synthesize findings from their
interdisciplinary research, using a variety of
strategies and technologies
Very limited project conclusion
and summary
Processes & Methods
Below 50
1L
Level 3 (70-79%)
Level 4 (80-100%)
1L
1M
1H
2L
2M
2H
3L
3M
3H
4L
4M
4H
50-52%
53-56%
57-59%
60-62%
63-66%
67-69%
70-72%
73-76%
77-79%
80-84%
85-89%
1L
1M
1H
2L
2M
2H
3L
3M
3H
4L
4M
90100%
4H
Below Level 1 (0-49%)
Processes & Methods
Level 2 (60-69%)
Attempts to employ strategies;
closer to random choices
Employs strategies that relate
back to their overall strategy;
choices make sense
1L
1M
1H
Limited sound reasons for
investing in selected securities
2L
2M
2H
Some sound reasons for
investing in selected securities
1L
1M
limited use of appropriate
sourcing
1H
1L
1M
1H
limited attempt at project
conclusion and summary (“just
the facts”)
1M
1H
2L
2M
Good use of strategy to select
quality rational information
regarding securities in the
portfolio
3L
3M
3H
Good reasons for investing in
selected securities
insightful use of strategies for
selecting relevant information
regarding specific securities’
portfolio
4L
4M
4H
Excellent reasons for investing
in selected securities
2L
2M
2H
some use of appropriate sourcing
3L
3M
3H
considerable use of appropriate
sourcing
4L
4M
4H
thorough (all references
sourced) use of appropriate
sourcing
2L
2M
2H
Some attempt at a project
conclusion and summary;
includes some recommendations
3L
3M
3H
A good project conclusion and
summary; includes some
recommendations and value of
the contest
4L
4M
4H
A thorough project conclusion
and summary; includes
recommendations and
demonstrates insight of the value
of the contest
2H
3L
3M
3H
4L
4M
4H
THIK. & INQUIRY
Overall
/ 40 Marks
Overall Level
Level 1 (50-59%)
IEIC1.2 – demonstrate the ability to
communicate and present information
effectively, using a variety of methods and
forms;
The student work shows:
Very weak, unprofessional
presentation
i.e: page numbers, titles,
headings references, company
info and tracking graphs
organized / inserted with
appropriate company
IEIC1.3 – demonstrate an understanding of the
ways in which the graphic display of
quantitative information can be used to foster
critical analysis and problem solving related to
interdisciplinary presentations;
very limited understanding of
effective graphic
communications
i.e: buy / sell dates, labeling;
portfolio ROI, %, vs. index
IEIC2.03 - demonstrate the ability to apply selfassessment strategies to improve their
interdisciplinary products and activities
Very limited reflection of
individual learning and
improvements to the project
Impacts &
Consequence
Below 50
Overall Level
1L
1M
Level 3 (70-79%)
Level 4 (80-100%)
1L
1M
1H
2L
2M
2H
3L
3M
3H
4L
4M
4H
50-52%
53-56%
57-59%
60-62%
63-66%
67-69%
70-72%
73-76%
77-79%
80-84%
85-89%
90100%
Below Level 1 (0-49%)
Impacts & Consequences
Level 2 (60-69%)
A good presentation – all
sections are attempted ; but not
always connected; some
mechanical errors
A good presentation – includes
an executive summary, and
contents, ; Sections are present
but not always connected; some
mechanical errors
Professionally presented –
includes an executive summary,
and contents, ; Sections are
clear but not always connected;
very few mechanical errors
Professionally presented
includes an executive summary,
and contents Sections are clear,
work “flows”; no mechanical
errors
1L
1M
1H
Attempted use of graphs to track
the portfolio and show
appropriate comparisons; graphs
are clear but add little value
2L
2M
2H
some use of graphs to track the
portfolio and show appropriate
comparisons; graphs are clear
and add some value
3L
3M
3H
considerable use of graphs to
track the portfolio and show
appropriate comparisons; graphs
are clear and add value
1L
1M
1H
limited reflection of individual
learning and improvements to
the project
2L
2M
2H
Reflection of the individual
learning experience with some
recommendations for
improvements to the project
3L
3M
3H
Considerable reflection of the
individual learning experience
with recommendations for
improvements to the project
4L
4M
4H
thorough use of graphs to track
the portfolio and show
appropriate comparisons; graphs
are clear and well presented
adding value and understanding
4L
4M
4H
Thorough reflection of the
learning experience with
recommendations demonstrating
insight for improvements to the
project
1H
3L
4M
2L
2M
2H
3M
3H
4L
4H
Communication
Knowledge
/ 20 Marks
/ 20 Marks