William Paterson Reforms Grant. New Jersey Math Science Partnership Project. Year 3/3. Capstone Project. Prepared by. Yolanda I. Algea & Ivette Hernan...
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3. (rev. May 8, 2015). Section 1: Orientation to the Capstone Project. The Capstone Project at Yo San University is a research based project that aims to ..... Presented in partial fulfillment of the requirements for the. Doctor of Acupuncture and Or
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William Paterson Reforms Grant New Jersey Math Science Partnership Project Year 3/3
Capstone Project
Prepared by Yolanda I. Algea & Ivette Hernandez Paterson School Number 3
TITLE: Stock Market Project SUBJECT: Mathematics GRADE LEVEL: 6th – 8th DURATION: Four Weeks OBJECTIVE: Students will apply skills from numerical operations and data display clusters in an ongoing project. NJCCCS: 4.18A1- 6, 4.1.8B1, 4.3.8C.1, 4.4.8A1 MATERIALS: Internet access Stock Market worksheets/spreadsheets Calculators Microsoft Excel or other spreadsheet program Microsoft Power Point ACTIVITIES: View Brain Pop videos “Stocks and Shares” and “Stock Market”. Allot $1,000 for stock portfolio and discuss requirements of the project. Record company name and stock symbols. Record share price and determine number of shares to be purchased, not exceeding $1000. Track daily stock price fluctuation. Create a circle graph to depict distribution of stock. Create line graphs to track stock price fluctuation. Create a double bar graph to compare the initial and final investment value. Research parent companies of stocks held in portfolio. Calculate and record percent of change for each stock held. Develop power point presentation of stock portfolio. ASSESSSMENT: Completion of daily assignments Data Displays Stock Market worksheets Power Point Presentation VOCABULARY: Investment: use of money for future profit Profit: income or money earned from an investment Loss: money lost from an investment Dividends: earnings a company pays to stockholders for using their savings. Stock: A share of ownership in a company. A stock represents a claim on the company’s assets and profits. Stockbroker: an agent that charges a fee or commission for buying and selling shares and other securities for investors Shareholder: one of many owners of a company. Stock Market: an organized market where brokers buy and selling stocks.
STUDENT HANDOUTS & WORKSHEETS
Stock Market Project You and your partner are given $1000.00 to invest in the stock market. You will track your investment for two weeks and create a Portfolio to compete for the highest profit in your class. HAPPY INVESTING & GOOD LUCK!! 1. Make Choices: o Choose a partner Name(s) _____________________________________________________________________ _____________________________________________________________________ o Log onto www.prongo.com/stock/index.pl. From list provided choose up to four(4) companies in which to invest. Company Name (s) _________________________________________________________ _________________________________________________________ _________________________________________________________ _________________________________________________________ 2. Create a portfolio: o Log onto www.prongo.com/stock/index.pl or www.finance.yahoo.com. o Enter the name of company to look up the stock symbol and current (last trade) value. o Record the company names, symbols, and current values on the spreadsheet provided. o Decide how many shares you will purchase for each company. o Calculate the percent of investment for each company and record on spreadsheet. Daily Tracking: o Track the changes in close price and record on daily tracking sheet. 3. Display your Data: Use Microsoft Excel to create Data Displays o Create a graph to show your Investment Distribution. Included on this graph should be the Company name (or symbol) and the amount/percent of money initially invested in each company. o After each week of tracking your stocks, create a graph showing the daily changes in stock value. o Create a graph comparing your initial and final value of each company. Calculate the percent of change for each 4. Create a report: o Create a Power Point displaying your Portfolio results. Include: a profile for each company with the name, address, sector, industry and a brief summary about the company. an image of a stock certificate for each company, if possible. data displays created on Microsoft Excel.
STOCK MARKET CENTER PROJECT Name(s)_________________________________
Class ______________
COMPANY NAME:_________________________________________
STOCK MARKET PROJECT - Final Name(s) __________________________________
Class _____________
A
B
C
D
E
Company Name
Symbol
Final Share Price
Number of Shares
Original Investment
Date ________________
F
G
H
Final Investment Value
Profit/Loss
Percent of Change
F=CxD
Total Profit/Loss ADD ALL VALUES IN COLUMN G
G=F-E
H = (F - E) / E
Name: ______________________
Date:_____________________________
Stock Purchase Worksheet Name of Company and Stock Symbol: ____________________________________ 1. Last Trade price of one share of ______________ Stock: ______________ Today’s High price of one share of ____________ Stock: __________ Today’s Low price of one share of ____________ Stock: __________ The difference between current High price and the current Low price: _______________________________. Previous Day’s Close price of one share of ________Stock: ________ Does the Change show an increase or a decrease? _______________ How much is the change? ___________________ 2. If you bought 10 shares of __________ stock at the close of the stock market yesterday, how much did you pay? _________________ Write an equation to show the answer._________________________ 3. If you were to sell those 10 shares of __________ stock at the current price, would you make or lose money? _____________ How much money would you make or lose? ____________ Write an equation to show the answer. ________________________ Notes about the Corporation: ____________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ _____________________________________________________________________.