Stock+Simulation+Instructions

**Directions: ** All students must use the website liste d on the front page. Please be sure to remember your username and password. You will work in pairs to be assigned. Teams will be given $100,000 to purchase **securities** in order to accumulate as much **equity** as possible by the end of the semester. You are not permitted to buy ** stocks on margin **. Trades are completed using real time. You and your partner should consider yourselves financial advisors and a **brokerage firm**. you must always own at least five **stocks or mutual funds** and you must spend at least 75% of your cash. Be sure to **diversify**.
 * Stock Market** Simulation:

Student groups will be ranked with the group with the best performance will receive bonus points and a prize. Student will have 15-20 of class time each week in order to complete all your tasks. Please check the task list and adhere to all due dates. . You are also permitted tocomplete your tasks from hoem but be sure to to explain in writing any and all changes or reasons for no changes of strategy on a weekly basis. //**DATE ON EVERYTHING!!!!**//

** Stock Portfolio should include: **

**Create a brief company profile ** for each stock your team owns during the game. Include a summary of the company's products, where it operates, strengths and weaknesses – Include ** Basic data ** about stocks including: ** 52 week high and low; PE ratio; volume of trading,etc **. If you purchase mutual funds include research for each mutual fund investment, including information about the fund management, types of securities it emphasizes, past and **projected returns**, etc. If you buy a **bond** you need to identify type ** (municipal bond, treasury bond, corporate bond) ** , ** interest rate **, and reason for purchase. (One paragraph for each purchase) Be sure to date **Identify at least three factors** that entered into your decision to buy or sell that particular security. Also be sure to **describe the economic climate** and explaining how current events may affect the type of industry(s) you are choosing to invest in. Be sure to date.


 * Weekly Report on any changes ** - stocks sold, bought etc., with reason(s) why or explanation of why group is holding. Include paragraph on company profile of any stock added to portfolio. – Be sure to date.

**Update - Weekly chart and ** demonstrating performance of securities. Use Excel to chart overall progress and create a chart of progress for each securities gain or loss. Include interest or charges that effect cash holdings. Be sure to date weekly updates.-

**Excel Graph- a ** Line Graph illustrating progress is due at the end of the project.

**Final paper**- What did you learn? What would you have done differently? Will you invest in the future and will the choices be more or less the same? How could this project be improved?

// ** Remember that all records of transactions are available to the teacher and you will be monitored and may be questioned on overall strategy. ** //