THE STOCK MARKET ASSIGNMENT

Resources

The UC Game Site

The Task

Often people join an investment team for the purpose of making wise investments.  Together they come up with a portfolio of companies in which they agree to invest.  Every good investment team understands that any investment requires some degree of risk.  However, wise investments are always made by doing your homework first.  The more you know, the better off you are.  This requires that members of an investment team keep learning, and paying attention to events that might affect them.  Understand how each of your investments fits in with the rest of your portfolio and with your overall strategy.  Also, understand the risks associated with each investment.  Gather unbiased, objective information.  Whenever investing in stocks, an investment team must learn as much as they can about the companies they're considering.  Each person on the team will personally research four companies.

Your team will work together for the purpose of choosing stocks which are most likely to go up in price (unless short-selling).  Purchases of Mutual Funds is also possible in this game.  Each team is competing with other teams to see who can create a portfolio that makes the highest profit (or, in a down market, who can lose the least).  At the conclusion of the project, you and your team will prepare a thorough review of your portfolio to present to the class.

Instructions

1.  Each investment team will be assigned partners.  Each partner will have four different companies to research.

2.  Once you have decided on which companies each partner will investigate, begin individually by locating these companies using search engines and/or resources provided.

3.  Briefly read the contents of site and print company information, including when the company was first incorporated, products and/or services they sell, PE ratio, dividends, yield, 52-week high and low, daily high and low, and change.  Also include five years' worth of graphs (we will be studying these in class).

As a Team of Experts

You will have a ten-week period of time where you will buy and sell stocks on the three stock exchanges.  UC will report your earnings/loss and portfolio value each week. 

1.  When you each finish your individual research, come together to have a Team Conference.

2.  Bring your manila folder with all your notes from the individual research you've just completed.

3.  Each expert must share a brief history of his or her companies as well as anything else you feel is important in determining whether or not to purchase stock in those companies.

4.  Now you must discuss, persuade, argue, deal, and brainstorm a team action plan for creating your teams' stock portfolio.

5.  On the first day of the game, you may begin to create your team portfolio by buying, selling, and/or short-selling stock (and mutual funds) from your Stock Broker--UC.

The Report

Powerpoint presentations will be devised according to the distributed rubric.

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