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Stock Market Project

Introduction
A

Marketplace where shares in company ownership are bought and sold, the stock market is the backbone of business investment as well as the most successful investment tool for capital gains, pensions, and retirement funds. To a good amount of the public, the stock market is an economic indicator of the health of business and the country

Introduction
In

order to understand both the function of the stock market and the tactics and strategies that are employed, this project will place you squarely in the problems associated with investing in the stock market. This will take place in a real time market so that you will be e posed to the actual low and high market fluctuations over a four month period.

Timeline
!uring

the ne t four months you will be e posed to the practical steps of buying and selling stocks, analy"ing company data, analy"ing business news, and analy"ing market trends. The simulation will designate short term investments as weekly stock trades and long term as monthly stock trades. This will be augmented with research on your part, which will be applied to buying and selling stock in a competition across the classes.

#hat will be demonstrated$


%upply

and !emand and the marketplace The basics of how the stock market works &uying and %elling %tocks !iffering Markets 'rouping of %tocks Maintaining a %tock (ortfolio )esearching a *ompany Market Trends and Market Indicators

+ow the (oints are divided.

)esearch

and %tock (ortfolio *ompetition Total Points for the Project: A / ,.-

,-- points .- points

&uying and %elling %tock

0ou

will be given a 12--,--- account in order to buy different stocks of your choosing. 0ou will have a portfolio account which will track your trades. The account will be part of your grade.

3inished (roject
4. Stock Exchange Portfolio (50 points) (ortfolio listing at 5irtual %tock 6 change with the minimum required amount of trades listed for %hort Term and 7ong Term Investments. 8. Research and Spreadsheet Portfolio (250 points) The entire project will be turned into the teacher9s Inbo . The project will contain the following tabs.

:ne 6 cel !ocument

Title:

( o!r "a#e and Period "!#$er)

Tab 1 ;.- points< Title= )esearch


This folder contains $asic research on infor#ation needed in the project% (art I. *reate a glossary defining the following terms= %tock !ollar 5alue Averaging *yclicals +edging !ividends &uying on Margin 5olume %ocially )esponsible Inde Investing !ow >ones Industrial Mergers Average (referred %tock I(:9s )epurchasing by %plits *ompanies

Tab 4 continued

(?6 )atio Market *apital &id?Ask Assets Averages Auction Market &ear?&ull Market &lue *hip &roker *apital 'ain?7oss *ommon %tock !ay :rder

!ollar *ost Averaging 'ood @til *anceled ;'T*< 7iabilities (ar (enny %tocks (rofitAtaking (ro y %hort %ale 7imit :rder %tandard and (oor9s .-!ebt to 6quity )atio

Ta$ 2: Research and s!##ari&e the follo'ing at the sites listed:


http:((li$rar)%think*!est%org(+0,,(stock#arket(introd!ctio n%ht#l http:(('''%nasda*%co#(reference(glossar)%st# http:(('''%nasda*%co#( http:(('''%n)se%co#(ho#e%ht#l http:(('''%a#ex%co#(

BA%!AC= Annual )eports B0%6= %teps in making a trade on the trading floor at the B0%6 BA%!AC= I(: with current e ample from BA%!AC B0%6= Market *ycles= #hat !rives %tock (rices B0%6= Market Indicators 7ist three current market indicators AM6D= :ptions= #hat are :ptions and +ow do they #ork

AM6D= AM6D *omposite= #hat is it and how well is it doing compared to other composites$ B0%6= &onds= #hat are they and &onds three most active years BA%!AC= )isk 'rades= #hat are they and what is the measurement of one of your stocks$ AM6D= 7isting a company on the AM6D under standard 4 would require what of your company$

Ta$ +% Research and s!##ari&e three of the follo'ing theories:


&lackA%choles Model 6lliot #ave Theory MA*! ;Moving Average *onvergence?!ivergence< Mc*lellan :scillator and %ummation Inde )%I ;)elative %trength Indicator<

E E E E E

Tab 4 (20 points) Title= Investment 'oals

&ased on your research, create a document e plaining what your initial %hort Term goals and strategies are and what your 7ong Term goals and strategies #hat strategies will you use$ %ome questions= #hen will you buy, when will you sell$ #hy$ #hat areas are you focusing your investments$ #hat are your safe investments$ ;Achieve steady gain without too much e posure to risk.< #hat are your risk investments$ ;Achieve high gain by higher e posure to risk.< #ill you buy on margin$ #hy or why not$

Ta$ 5

Spreadsheet

o! #!st keep a detailed spreadsheet of all of )o!r in-est#ents on Excel 'ith for#!las%

!ate

%tock %ymbol

Invest ment 7ong? %hort

TransA Action Type &uy?%ell

(rice (er %hare

Bumber :f %hares

3ees

TransA Action Total

*redit

!ebit

&alance

Tab F Investment )eturn %preadsheet

!ate

!aily )eturn

Tab 7 (20 points) Title= Investment 'raph


Graph 7ine

graph of G!aily )eturnH for three days a week A copy of a line graph of the !ow >ones Average and a line graph of the %(.--. ;#hat is the difference between your !aily )eturn and the !ow and %( .--.<

Tab 8 (30 points) Title= *ompany Trade )ecord


A

Record for each company from which you buy stock &uy (rice Market *apital (?6 ratio 6arnings (er %hare

Tab I ;8- points< Title= *ompany Annual )eport


:btain

a *ompany Annual )eport and analy"e it by highlighting five aspects of the company that are important to for an investor to pay attention to when looking over the company9s Annual )eport. ;&ased on readings and lectures<

Tab 10 (35 points) Title= )eadings

4.

)ead and summari"e in your own words one article per week that is in the business section of the newspaper or Internet. Article must be .-- words or longer. 8. All articles must be referenced.

*ompetition

0our total score will be based on the total amount of money in your account after all stocks have been sold at the end of the time period. 0ou will receive the following points based on the placement against all 2 6conomics classes. &eat the Teacher 8. points Top 48- points Top 8. 4. points Top .4- points Top J. . points (Note: You can co ect !o"petition points #or $ua i#%in& in each !ate&or%')

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