FIFTH GRADE
UNIT: STOCK MARKET GAME
Purpose of the Unit:
Through the Stock Market Game, the students will learn all about the stock market. They will learn how it all works, the history, and how to be involved
in the day to day trading transactions..
The Stock Market game is also used to teach the students to use the different Microsoft Office software (i.e. Word, PowerPoint, and Excel 2010). The
students will use Word and PowerPoint to create their Stock Portfolios, Company make-up, reasoning and synthesis, and portfolio presentation. We mostly use
Excel to create a spreadsheet of our month by month transactions. They will learn to use Excel to create formulas for calculations, create charts and graphs
displaying their portfolio progress, and cut an copy company logos and pictures from Google Images.
Materials:
Microsoft Excel 2010
Microsoft Word 2010
Microsoft PowerPoint 2010
Google Chrome
www.google.com
Smart Notebook 11.4
 PS173 Investors Club
 Stock Market at a Glance
 How it Works
 Charts
 Formulas
 Excel 2010
Worksheets (both digital and printed)
Rubrics (PowerPoint, Excel, Final Presentation)
Verification:
All projects have a rubric that will be used to evaluate the student work.
NAME:___________________________________
Choose 3-5 companies for your Stock Portfolio (remember make sure your portfolio is diversified)
COMPANY (STOCK SYMBOL) description
Exxon Mobil Corp. (XOM) gas
Citigroup, Inc. (C) banking
General Electric Co. (GE) Appliances etc.
American Int'l Group, Inc. (AIG) banking
Wal-Mart Stores (WMT) retail
International Business Machines (IBM) technology
Bank of America Corp. (BAC) banking
Johnson & Johnson (JNJ) retail
Walt Disney Co. (DIS) retail, movies, etc.
ChevronTexaco Corp. (CVX) gas
Procter & Gamble Co. (PG) retail
McDonalds (MCD) food
J.P. Morgan Chase & Co. (JPM) banking
AT &T Inc. (T) phone company
Best Buy Co. (BBY) retail
Valero Energy Corp. (VLO) gas
Texas Instruments Inc. (TXN) calculators
Research in Motion. (RIMM) phone business
Time Warner, Inc. (TWX) TV company
Tyco International (TYC) pharmaceuticals
Home Depot, Inc. (HD) home improvement stores
Morgan Stanley Co. (MS) banking
Fannie Mae (FNM) banking
Apple Inc. (AAPL) retail
Verizon Communications (VZ) phone company
Caterpillar, Inc. (CAT) construction equipment
Phelps Dodge Corp. (PD) automotive
Facebook. (FB) social network
General Motors Corp. (GM) automotive
Sprint Nextel (S) phone company
Merrill Lynch & Co. (MER) banking
Google Inc. (GOOG) search engine
Hewlett-Packard Co. (HPQ) technology
Coca-Cola Co. (KO) beverage industry
American Express Co. (AXP) credit card company
United Parcel Service Inc. (UPS) delivery company
3M Co. (MMM) retail, tape
Viacom, Inc. (VIAB) broadcasting ex. MTV
Ford Motor Company (F) automotive
Wells Fargo & Co. (WFC) banking
Amazon.com Inc. (AMZN) retail
Boeing Co. (BA) airplanes
Netflix Inc. (NFLX) movie rental
Mastercard Inc. (MA) credit cards
Visa Inc. (V) credit cards
Microsoft Corp. (MSFT) computer software
Intel Corp. (INTC) computer parts
Lowe’s Company (LOW) home improvement
Yahoo (YHOO) search engine
NAME:______________________________________________
My Portfolio – PowerPoint
You will create a PowerPoint, showcasing the 3-5 companies you will be using in the Stock
Market Game. Remember, you cannot change your choice once the game has started.
Slide #1: Title Slide- Your Name (First and Last), Title (My Stock Portfolio), Class, and at least 1 image
Slide #2: First Company- Name, small paragraph about the company, why you chose it, a list of some of the products or services, logo image, and 1
other image.
Slide #3: Second Company- Name, small paragraph about the company, why you chose it, a list of some of the products or services, logo image, and
1 other image.
Slide #4: Third Company- Name, small paragraph about the company, why you chose it, a list of some of the products or services, logo image, and 1
other image.
Slide #5: Fourth Company- Name, small paragraph about the company, why you chose it, a list of some of the products or services, logo image, and
1 other image.
Slide #6: Fifth Company- Name, small paragraph about the company, why you chose it, a list of some of the products or services, logo image, and 1
other image.
Slide #7: Predictions- How do you think you will do? Give an estimate on how much you think you will make? Which one of your stocks do you think
will do the best? Why? Which one of your stocks will do the worst? Why?
(Remember to change fonts, colors, sizes, layouts to enhance your portfolio projects)
PS 173 INVESTORS CLUB
STOCK NAME
Apple
Google
Netflix
AT&T
STOCK
SYMBOL
AAPL
GOOG
NFLX
T
Amount you
want to Invest
25000
25000
25000
25000
Price Per
Share
525.45
1021.52
341.50
35.53
Number of
Shares
47
24
73
703
REMEMBER:
To find the Number of Shares
You have to divide the Amount you want to invest by the
price per share.
Only take whole numbers, no decimals
(We don’t want pieces of a share)
PS 173 INVESTORS CLUB
(This Column
Stock
Company
WIDGET
APPLE
GOOGLE
NETFLIX
AT&T
Stock
Symbol
(XYZ)
AAPL
GOOG
NFLX
T
Price per
Share
$10.00
$525.45
$1021.52
$341.50
$35.53
x
This column
Number
of Shares
1,500
47
24
73
703
=
Investment)
Investment
$15,000
$24,696.15
$24,516.48
$24,929.50
$24,977.59
Total Investment (remember should be closes to $100,000) $99,119.72
NAMES: _______________________________________
PS 173 INVESTORS CLUB
(This Column
Stock
Company
WIDGET
Stock
Symbol
(XYZ)
Price per
Share
$10.00
x
This column
=
Investment)
Number Investment
of Shares
1,500
$15,000
Total Investment (remember should be closes to $100,000)
NAMES: _______________________________________
PS 173 INVESTORS CLUB
STOCK NAME
STOCK
SYMBOL
Amount you
want to Invest
Price Per
Share
Number of
Shares
REMEMBER:
To find the Number of Shares
You have to divide the Amount you want to invest by the
price per share.
Only take whole numbers, no decimals
(We don’t want pieces of a share!)
NAMES:__________________________________
_______________________________________
CLASS:___________________________________
STOCK MARKET GAME- My Stock Portfolio
(PowerPoint)
CATEGORY
4
Text - Font Choice & Font formats (e.g., color, bold, italic)
have been carefully planned to
Formatting
enhance readability and content.
3
2
1
Font formats have been
Font formatting has been
Font formatting makes it very difficult to
carefully planned to enhance carefully planned to
read the material.
readability.
complement the content. It
may be a little hard to read.
Cooperation
Partners delegates tasks and shares
responsibility effectively all of the
time.
Use of Graphics
All graphics are attractive (size and
A few graphics are not
colors) and support the theme/content attractive but all support the
of the presentation.
theme/content of the
presentation.
All graphics are attractive
but a few do not seem to
support the theme/content
of the presentation.
Several graphics are unattractive AND
detract from the content of the
presentation.
Spelling and
Grammar
Presentation has no misspellings or
grammatical errors.
Presentation has 1-2
misspellings, but no
grammatical errors.
Presentation has 1-2
grammatical errors but no
misspellings.
Presentation has more than 2
grammatical and/or spelling errors.
Sounds -planning
Careful planning has gone into
sounds. All sounds improve the
content or \"feel\" of the presentation.
Some planning has gone into
sounds. Most enhance the
content or \"feel\" of the
presentation, but 1-2 seem
to be added for no real
reason. None detract from
the overall presentation.
Sounds that are chosen are Sounds are not appropriate for the
appropriate for the topic,
presentation.
but some detract from the
overall presentation.
Effectiveness
Project includes all material needed to
gain a comfortable understanding of
the topic. It is a highly effective study
guide.
Project includes most
material needed to gain a
comfortable understanding of
the material but is lacking
one or two key elements. It is
an adequate study guide.
Project is missing more
than two key elements. It
would make an incomplete
study guide.
COMMENTS:
Partners delegates tasks and Partners delegates tasks
Partners are often not effective in
shares responsibility
and shares responsibility
delegating tasks and/or sharing
effectively most of the time. effectively some of the time. responsibility.
Project is lacking several key elements
and has inaccuracies that make it a
poor study guide.