a WebQuest for (6) (Social Studies)

by Thomas  Fairweather



Introduction

Task

Resources

Process

Evaluation

Conclusion

Introduction

   Have you ever wondered how people become millionaires?  Most millionaires make the majority of their money in the stock market.  Would you like to learn how they did it?
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Task

  You have been appoint to a board of a non-profit organization responsible for a trust that is just starting.  You have been give $50,000 to invest so that it will grow.  Your job is to create a portfolio of stocks for this trust.
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Resources

Types of stocks

The role of the stock broker

Risks of investing in the stock market

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The Process

You are members of a board of a non-profit organization and are responsible for building a stock portfolio that will grow in value.  You will rotate into each role during the during this activity so you can learn each of these roles.  As an adult, you will use the knowledge you gained from each role to build on to make you a wise investor.

Roles:

Researchers:  You are responsible for finding information about the companies that your board members are interested in considering for the portfolio.  You will identify the symbol of the company.  You will find out what the company does and the history of price of stock for the year.  (In other words the highs and lows.) 

Stock Reader:  Your responsibility is to keep a running record over time of the cost of the stocks that you are considering purchasing for the portfolio and the stocks that you have already purchased. 

Portfolio Keeper:  You are responsible of keeping the financial records for the portfolio.  You will be responsible for subtracting the cost of shares, cost of commissions and add the profits from sales Click here for the forms to use for your part of the activity.

 In order to complete your task you will want to follow the steps outlined below:

1.  Learn out the types of stocks that are available.  To learn about different types of stock please preview the following site:  http://www.ameritrade.com/education/html/guide/chapter1/chpt1_s3.html
2.  Learn how to find the current selling prices of shares of stock.  You can use the stock report on the newspaper or visit this if you know the symbol of the company you are interested in for purchase. www.marketwatch.com
3.  Understand the role of the stock broker  Go to this site to understand the role of the stock broker:  http://www.fool.com/school/basics/investingbasics007.htm
4.  Understand the risks of the stock market.  To understand the risks of purchasing stocks you might want to consider visiting this site. http://www.ameritrade.com/education/html/guide/chapter2/chpt2_s3.html  and this site http://www.nytimes.com/library/financial/index-1929-crash.html

5.   Identify companies to invest your money To understand about ratios of earnings please visit these sites http://www.ameritrade.com/education/html/guide/chapter3/chpt3_s4.html
  and http://www.ameritrade.com/education/html/guide/chapter3/chpt3_s3.html

http://www.thomasregister.com/

 This information is from an online book about investing
Consider this site too:   http://home.sprintmail.com/~debflanagan/index.html

 

6.  Keep your portfolio that includes your buying and selling of stock over a six week period.
7.  Create a written report to provide the President of the organization information that could be used to let members know how the trust is growing.   You will need to include graphs to show the movement of the price of the stocks over time.
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Evaluation

Click here to view analyzing information rubric  

Click here to view writing rubric

Click here to view graphing rubric

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Conclusion

You thoroughly understand the workings of  the stock market.  You have beginners information that will put you on the road to becoming a millionaire.
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If you have any questions click here to e-mail me

 


Introduction | Task | Resources  | Process | Evaluation | Conclusion

Updated 6/26/03