Stock Market Game Notebook

Each team will create a notebook as the 10 weeks progresses. This notebook will be due on ______. The team will be responsible for working together to complete all sections of the notebook. If problems arise concerning the participation/lack of participation by members of the team, be sure they come to the immediate attention of the teacher so that responsibilities may be assigned equally.

The following will be required in your notebook for the points listed.

(5 points)Cover Page

This should include: (Handwritten or typed)

  • Team number
  • List of team members
  • Team sponsor
  • Class period

(5 points) SMG Rules

(10 points)Weekly portfolios

(10 points)Rationalization for buying/selling each stock

This should be written (or typed) in paragraph form. It must include the following:

  • What company?
  • How many shares?
  • How much did it cost?
  • How did we learn about this company?
  • Why did we invest in it?

It may also include the following basic data about the company:

  • 52 week hi/low
  • average daily volume traded
  • S&P ranking
  • Product information
  • Future plans of company

If you sell, add a short paragraph explaining what factors influenced you to sell.

(30 points)Stock Information Sheets

These must be completed for each company that the SMG team buys stock in.

(30 points)Graphs

  • Must be completed for each company the SMG team buys stock in.
  • Will be constructed as a line graph using the closing price each day the stock is owned.
  • May be drawn by hand or computer generated.

(10 points)Research

  • SMG team will find 2 articles from newspapers, magazines, or the internet about or affecting a company that the team invested.
  • Each article will be cut out neatly and mounted on construction paper
  • Articles will be summarized on the back of construction paper.
  • Source – (magazine, date, page, etc…)
  • Author
  • Briefly – who, what, where, when….
  • How will this affect your investment?

There are many more things that can be added to your SMG notebook. If you have an idea of something else you want to add, please see your teacher to get your idea approved and assigned an extra credit value. Creativity and extra effort can definitely play a big part in raising your grades!!!

Do all parts of your notebook neatly and accurately. These will help you succeed in the SMG as well as work through some important math concepts. It is important that all members of the team work together on these.

Stock Information Sheet

Name of Stock:______Symbol of Stock:______

Date:______Trade Confirmation #:______

# of Shares:______

Price per Share:______

Total Purchase Price:______(Multiply # of shares by Price per Share)

2% Broker’s Fee:______(Multiply Total Purchase Price by .02)

Total Investment:______(Add Total Purchase Price to Broker’s Fee)

Week
# / Monday’s
Close / Tuesday’s
Close / Wednesday
Close / Thursday’s
Close / Friday’s
Close / Weekly
Change
1
2
3
4
5
6
7
8
9
10

**If Stock is sold, complete this section.

Date:______# of Shares:______

Price per Share:______

Total Selling Price:______(Multiply # of Shares by Price per Share)

2% Broker’s Fee:______(Multiply Total Selling Price by .02)

Total Transaction:______(Total Selling Price minus Broker’s Fee)

Total Gain/Loss:______

Created by Marcie Brown, Vann IDS