|Project Timeframe - Semester - Fall 2018
|prior to starting project; 1st activity
||INTRO - The
Pre-project Quiz is an optional resource. If you choose to have your students take the quiz at the beginning of the project and then again at the end of the
project, you will be able to use our online comparison tool to view both quizzes side-by-side to see how they answered each question. See our
Ideas for Getting Started page.
||RESEARCH - Students begin to research stocks and decide which stocks to buy. 15-20 stocks are generally recommended to obtain a good diversification. Students will document the
research process on the Student Research Log which will be turned in to the teacher at the end of the project.
See our Information for Students page for more.
|RISK - Students complete a risk assessment from one of the sites below. The results should be submitted to the teacher during this time.
|PROJECT GOALS - Students set project investment goals. A project investment goal may be to achieve a certain percentage increase
over the initial $500,000 investment or to match one of the index's rate of growth or to understand or to learn a specific concept or rule, etc. Students submit their Project
Investment Goal to the teacher during this time.
||CREATE PORTFOLIO -
Instructions for creating a Morningstar Portfolio
Students complete one $500,000 cash transaction to fund their Morningstar portfolio and then complete a securities transaction for each stock they want to purchase.
Once all transactions are executed, students Screen Print, or print, their portfolio to document the start of the tracking period.
||BEGIN PORTFOLIO TRACKING
Students document their portfolio tracking activities on the Student Tracking Log. Students are required to check
their portfolio's performance at least twice weekly but may check it as often as they wish. They are free to make additional buy and sell transactions on their
Portfolio during the course of the tracking period and can document these transactions on Sell or Purchase Securities form. This form
will be beneficial when writing their report.
||END PORTFOLIO TRACKING
Students again Screen Print, or print, their Morningstar portfolio to document the end of the tracking period. Both, beginning and ending, screen prints are submitted to the teacher with the
Student Tracking Log.
|Students complete the
Post-project Quiz. Our online comparison allows the Pre-project and Post-project
quizzes to be compared side-by-side. Teachers can request a link
to compare each student's pre-project and post-project survey answers.
||TEACHER DEADLINES - Teachers evaluate the student reports and choose 1 or 2 reports,
per class, to submit (using the options below) to the ODS for award consideration. These reports MUST BE POSTMARKED NO LATER THAN this date.
Teachers will be notified if one of their students is chosen as a regional winner. The State Winner will be unveiled at the awards ceremony.
Teachers should also submit the
End of Project Completion form to be eligible for the participation stipend.
| January 12
||AWARDS CEREMONY - 11:30 am Luncheon at Faculty House, 601 NE 14th St., Oklahoma City, OK 73104