The Stock Market WebQuest…Risks and Rewards

Jane Pearson

IntroductionIntroduction Task Process Resources Evaluation Conclusion Additional

Buy Low...Sell High! Congratulations! You just inherited $10,000 but you aren’t quite sure what to do with it. Your friends tell you to spend it and your parents tell you to save it. You think to yourself for a second and

a light bulb goes off. Maybe you can apply what Mrs. Pearson taught you about stocks and invest it! Learn how to become

financially smart. Invest today so you can be a millionaire tomorrow!

Just follow the Task link above…

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You and your partner’s task is to research various companies and look up information on their stocks. You will then choose 10

stocks from at least 5 different industries. You will have $10,000.00 to spend, so you will need to determine how many

shares you will buy of each stock. You must use all your money. Track your stocks over a 10 day period and report your results using an Excel spreadsheet. Lastly, create ten 2-D line charts

and a 3-D column chart to visually display your gains or losses.

Ready to start? Just follow the Process link above…

Process

1. Use the Internet to search for companies that you are interested in and find their ticker symbols. (1 day)

2. Based on your search, choose 10 companies to invest your $10,000.00 in.

3. Look at the price per share and allocate your $10,000.00…try to spend exactly that amount.

4. Create a spreadsheet with the following columns: Stock, Symbol, Industry, Shares, Initial Cost per Share, Current Value on Day 1, Price Per Share on Day 2, Current Value on Day 2, Price per Share on Day 3, Current Value on Day 3, (follow pattern all the way through day 10), Gain / Loss, Rate of Return. See sample layout. (2 days)

5. In your spreadsheet, set up formulas that calculate Current Value on each day, the Gain / Loss, and the Rate of Return.

6. Check your stocks daily over a ten day period. Record the needed information on your spreadsheet. (10 days)

7. To illustrate if you made or lost money, turn the data you collected in your spreadsheet into charts. You should create a 2-D line chart to depict each company’s gain or loss over the ten day period. (10 graphs). You should also create a 3-D clustered chart representing all 10 companies in one chart. This will help you analyze the data. (1 day)

8. Be prepared to answer whether you gained or loss money. Also, consider the question, if given the chance, how would you invest your money differently?

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Here are the step-by-step directions

Helpful Websites are listed in the Resource link above…

Resources

Researching Companies:1. Yahoo Finance2. NYSE3. MSN4. NASDAQ

Excel Tutorials:1. Excel 2007 Microsoft Trainin

g2. Excel Tutorial

Sample Spreadsheet:1. Stock spreadsheet - layout

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How will you be graded? Click the Evaluation link above…

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Category Excellent4-5 points

Good2-3 points

Needs Improvement

0-2 points

Score

Stock Portfolio You chose 10 different company’s stocks and these stocks are in at least 5 different industries, making your portfolio very diversified

You chose less than 10 different company’s stocks and these stocks are in at least 5 different industries, making your portfolio very diversified

ORYou chose 10 different company’s stocks but they are not in at least 5 different industries

You have less than 9 company’s stocks chosen and you did not select stocks from at least 5 different industries

Budget You calculated your number of shares based off the current price to be between the range of $4099.00 - $5001.00

You calculated your number of shares based off the current price to be between the ranges of $4098.00 – $4098.99 or $5001.01 – $5002.00

You calculated your number of shares based off the current price to be less than $4097.99 or more than $5002.01

Appearance of Spreadsheet

The spreadsheet is easy to read and it has a good visual flow. Excellent use of color and font to enhance the spreadsheet. It is apparent that you previewed the spreadsheet before you printed it out and made appropriate changes. You met all the necessary requirements of the spreadsheet.

The spreadsheet is somewhat difficult to read. Good use of color and font to enhance the spreadsheet. It is apparent that you did not preview the spreadsheet before you printed it out. You are missing some required elements of the spreadsheet.

Your spreadsheet is difficult to read. Poor use of color and font to enhance the spreadsheet. You did not preview the spreadsheet before you handed it in. It is missing 3 or more required elements.

Functionality of the Spreadsheet

You used formulas when appropriate and they work. When changes are made to one figure, the other figures all adjust appropriately including the percentages as well as the chart.

You used formulas when appropriate and they work. When changes are made to one figure, the other figures do not all adjust appropriately but most do including the percentages as well as the chart.

You used formulas in your worksheet but not in all instances when you should have. When changes are made to one figure, the other figures do not all adjust.

Closing Price Charts (10 charts)

You chose an appropriate graph to visually show the growth or decline of your stocks. Excellent use of color. You included a chart title and axis labels. Your legend clearly identifies each stock.

You chose an appropriate graph to visually show the growth or decline of your stocks. Good use of color. You did not include a chart title and/or axis labels and/or legend.

The graph you chose does not clearly show growth or decay. You did not enhance the chart through use of two of the following: color, titles, labels, or legend.

Comprehensive Chart

You chose an appropriate graph to visually show the growth or decline of your stocks. Excellent use of color. You included a chart title and axis labels. Your legend clearly identifies each stock.

You chose an appropriate graph to visually show the growth or decline of your stocks. Good use of color. You did not include a chart title and/or axis labels and/or legend.

The graph you chose does not clearly show growth or decay. You did not enhance the chart through use of two of the following: color, titles, labels, or legend.

Click here to view the rubric

What was the point? Click on Conclusion above…

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Having completed this WebQuest, you should have a better understanding of the difference between investing and saving. You should also understand

how to pick stocks and track stocks and apply this knowledge to future investments. Also, your Excel skills should have improved!

Be prepared to discuss the following questions with the class:1.What do the terms ticker symbol, P/E ration, 52 week high/low, and volume mean? 2.Did it benefit you to have a diversified portfolio?3.Why do stock prices change daily? What affects them?

More info…Click the Additional link above

Additional

This WebQuest was created by: Jane Pearson

TEC 942 - Implementing Technology Integration

Credits:Professor George Smith, Fresno Pacific University

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