MR. HARRIS PRESENTS…

Economics/ Mr. Harris                     Stock Market Investment Project

$100,000

 STOCK MARKET CHALLENGE

Congratulations!

You have been left $100,000 by your long, long, long, long, long, long lost Uncle Chester, who unfortunately

recently passed away. 

 However, it seems that Uncle Chester left several stipulations for you to be able to inherit this money.

 

The regulations are as follows:

-You must invest the entire gift in the stock market

-You must purchase at least 5 different stocks, but not more than 7

-YOU MUST INVEST AT LEAST 15% OF THE MONEY IN EACH STOCK OWNED

 

-You must purchase the stock on _____________________

 

-You must sell (liquidate the account) on __________________

 

-You must keep a weekly account for all the activities of the stock (Friday’s closing price)

-You may “play” the market by buying or selling your stocks.  However, you must always maintain a 5 stock minimum

and always have your $100,000 fully invested. 

-In addition, there is a $100 transaction fee for every stock trade made after your first five!

-Any stock trades (buys or sells) made after the original purchase day must be immediately handed in to Mr. Harris (on the day

of the purchase) and signed.

-When you buy you will use the day’s high as the purchase price

-When you sell you will use the day’s low for the selling price

 

Stipulations for the Project

-You must present your findings to Mr. Harris, the lawyer who is handling the will of your Uncle Chester, on ____________________

-You are only entitled to your inheritance if you turn in the project/complete the stock portfolio presentation

 

NO LATE REPORTS OR PRESENTATIONS WILL BE ACCEPTED!

Your Project must contain the following elements:

1)      An Initial Investment Statement

2)      The Tracking Log

3)      The Tracking Graph

4)      The Final Report – Including the GAIN/LOSS Statement

5)      A TYPED Business Letter which summarizes the account’s activity

6)      Presentation of findings to Mr. Harris (and the class)

- Visual Aids (Graphs, Charts, etc. on poster/PowerPoint presentation)

- Proper Stock Vocabulary/Lingo – Name Your Portfolio

- Proper Attire (Business Suits)/Vocal Tone/Eye Contact

- Reasons for stock purchases/History of each company

1) The Initial Investment Statement  

[10 Points]

(Must follow this format)

Purchase     Date	Stock Name	Stock Symbol	Share Price	PE Ratio	# of Shares Bought	Total Cost $$$$	Reason Purchased	Industry   of the    stock	52 Week High/ Low Price	Market Cap. of the stock

 

CASH RESERVES = $ ______________

($100,000 minus total of “Total Cost” Column)

*** YOU MUST MAKE A COPY OF THIS SHEET AFTER FILLING IT OUT FOR YOUR RECORDS ***

CLICK HERE FOR The Initial Investment Statement Sheet 

[You will hand one in to Mr. Harris, and keep one for yourself] 

SAMPLE STOCK PORTFOLIO:

 THE HARRIS FUND

Purchase     Date	Stock Name	Stock Symbol	Share Price	PE Ratio	# of Shares Bought	Total Cost $$$$	Reason Purchased	Industry of the stock	52 Week High/ Low Price	Market Capital.  of  the   Stock
September   1, 2000	Cita-group	C	58.62	21	300	17,586	Low Interest Rates	Banking; Financial Services	59-30	$353 Billion
September   1, 2000	Star- BucksCoffee	SBUX	38.25	52	500	19,125	Brand; Good Same Store Sales	Fast Food Restaurant; Beverage Retail	45-19	$7.2 Billion
September   1, 2000	Harris Corp	HAC	43.75	40	500	21,875	Profit Margins	Water Comp.	49-30	$275 Billion
September   1, 2000	Intel	INTC	75.62	43	250	18,905	Good Play on Tech- nology Sector	Semi-Conductors; Computer Chips	75-32	$506 Billion
September   1, 2000	Tommy Hilfiger	TOM	10.81	7	2,000	21,620	Battered Retailer; Comeback Story	Retail Clothing	41-6	$993 Million

CASH RESERVES = $ 889

($ 100,000 minus total of “Total Cost” Column)

 2) THE TRACKING LOG [10 Points]

 

	Name of Stock	Date Checked	Closing Price	Net Change (+/-)	News/ Evidence	Buy/Sell Price	# of Shares	Total Value of Stock
1.
2.
3.
4.
5.
6.
7.

 

CASH RESERVES = $___________________

 CLICK HERE FOR THE TRACKING LOG

 

3) THE TRACKING GRAPH  [10 Points]

 

160,000
150,000
140,000
130,000
120,000
110,000
100,000
90,000
80,000
70,000
60,000
50,000
40,000
30,000
20,000
10,000
$ 0

                   Week 1                   Week 2                  Week 3                    Week4

WEEK OF THE MONTH (_______________________)

 Click here for Tracking Graph

 

4) THE FINAL REPORT   [20 Points]

 

 

GAIN/LOSS STATEMENT

 

Click here for Final Report

TOTAL OUTCOME FOR THE PORTFOLIO: 

(Including Cash Reserves & Minus $100 Transaction Costs)

 

$________________________

 

 

 

5) TYPED BUSINESS LETTER:    [20 Points]

 

You must also write a conclusive statement which summarizes the portfolio’s activities and your final results in a business letter format to the lawyer (me).

 

Mr. Jeff Harris

380 Old Town Road

East Setauket, NY 11790

 

6) PORTFOLIO PRESENTATION

 

 [30 Points]

(= ____/100 Points x .3)

 

EVALUATION FORM

 

Accurate Information              ______/ 20 Points

 

Visual Aids                             ______/ 20 Points

 

Stock Vocabulary/Lingo  ______/ 20 Points

 

History/Reasons               ______/ 20 Points

 

Proper Clothing/Attire            ______/ 10 Points

 

Eye Contact & Vocal Tone    ______/ 10 Points   

              Total                      ______/100 Points

 

STOCK MARKET INVESTMENT PROJECT FINAL EVALUATION

 

 

        INITIAL INVESTMENT STATEMENT         ______/10 POINTS     

 

 

 

              THE TRACKING LOG                  ______/10 POINTS

 

 

 

THE TRACKING GRAPH             ______/10 POINTS

 

 

 

THE FINAL REPORT                    ______/20 POINTS

             

(INCLUDING THE GAIN/LOSS STATEMENT)

 

 

             

TYPED BUSINESS LETTER                  ______/20 POINTS

              (PORTFOLIO SUMMARY)

 

 

             

PORTFOLIO PRESENTATION   ______/30 POINTS

 

 

 

 

FINAL GRADE      _______/100 POINTS

 

 

 

 

1) The Initial Investment Statement  

[10 Points]

 

(Must follow this format)

 

Purchase     Date	Stock Name	Stock Symbol	Share Price	PE Ratio	# of Shares Bought	Total Cost $$$$	Reason Purchased	Industry   of the    stock	52 Week High/ Low Price	Market Cap. of the stock

 

CASH RESERVES = $ ______________

 

($100,000 minus total of “Total Cost” Column)

*** YOU MUST MAKE A COPY OF THIS SHEET AFTER FILLING IT OUT FOR YOUR RECORDS ***

[You will hand one in to Mr. Harris, and keep one for yourself]
2) THE TRACKING LOG [10 Points]

	Name of Stock	Date Checked	Closing Price	Net Change (+/-)	News/ Evidence	Buy/Sell Price	# of Shares	Total Value of Stock
1.
2.
3.
4.
5.
6.
7.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

CASH RESERVES = $____________

 

TOTAL PORTFOLIO VALUE (MINUS $100 PER TRANSACTION) $_________

 

 

3)THE TRACKING GRAPH   [10 Points]

 

160,000
150,000
140,000
130,000
120,000
110,000
100,000
90,000
80,000
70,000
60,000
50,000
40,000
30,000
20,000
10,000
$ 0

                   Week 1                   Week 2                  Week 3                    Week4

WEEK OF THE MONTH (_______________________)

 

 

 

 PORTFOLIO PRESENTATION

 

 

EVALUATION FORM

 

Accurate Information              ______/ 20 Points

 

Visual Aids                             ______/ 20 Points

(PowerPoint, Poster board, transparencies)

Stock Vocabulary/Lingo  ______/ 20 Points

 

History/Reasons               ______/ 20 Points

(Research!)

Proper Clothing/Attire            ______/ 10 Points

 

Eye Contact & Vocal Tone    ______/ 10 Points   

 

             

Total                      ______/100 Points

 

(= ____/100 Points x .3)

 

 

_______/ [30 Points]

 

$$DOLLAR VAULE OF PORTFOLIO$$

(INCLUDING CASH RESERVES & MINUS $100 TRANSACTION COSTS)

 

BUY / SELL TRANSACTION FORM

 

 

Student Name _______________________