Download Stock Market directions

Personal Finance – PowerPoint
How the Market Works – Investment Portfolio
PowerPoint Investment Portfolio
Possible pts. – (35)
Due date = Monday, November 7th (*25% deduction for late after November 7th)
Goal - Create a PowerPoint presentation that identifies long-term investing strategies. Research, evaluate and identify
publicly traded stocks. Compare and contrast investments using professional finance strategies and resources. All
analysis should be written in your own words.
Website resources –
CNN Money – www.money.cnn.com (DOW Company’s, S & P 500 Company’s, Mutual funds, ETF’s)
US News & World Report – Mutual Funds & ETF’s
http://money.usnews.com/funds/mutual-funds
Yahoo Finance – www.finance.yahoo.com (DOW Company’s, S & P 500 Company’s, Mutual Funds, ETF’s)
Stock Portfolio – www.simvest.com (Penny Stocks)
I.
Or
Select (1) Corporate Investment or Mutual Fund for the long-term

Slide 1 – Profile Slide

Select (1) Company’s from your SimVest Portfolio or financial websites that could be a good longterm investment.

2016 Yearly rate of return = 8% or higher 1 year (ROI)

Identify:
o Name of Company, Main Headquarters address, website, Ticker Symbol, Current Stock
Price, Sector, Industry
o What does the company produce? Describe the market environment of the business?
o P/E Ratio, Dividend yield
o Identify the owners/board of directors (Top 2)
o Identify recent company news. What is the outlook for the company for the next few
months?
o Explain what your reasons or justifications are for selecting this company/stock for a longterm position.
Select (1)Mutual Fund or ETF Investment for the long-term




Slide 1 – Profile Slide (Mutual Fund or ETF)
Select (1) funds from the SimVest Portfolio or financial websites that would be a good longterm investment.
2016 - Yearly rate of return = 8% or higher
Identify:

Include investment objective – two sentence description of the fund

Ticker Symbol, current stock price

1 year (ROI), 3 year (ROI), 5 year (ROI)

Include a list of the top (10) holdings in the fund.

Include a list of the top (5) sectors and portfolio %
Create
o
o
o
o
II.
two graph slides that explain how the company stock performed over the tracking period.
Slide (2) - Use PowerPoint/Excel
Graph (October 7, 14, 21, 28) stock performance
Graph – each stock plotting its performance

Note: We will review in class how to create a column chart in PowerPoint/Excel.
Slide (3) –Use SmartArt Chart

Identify – 52 week (high) & 52 week (low), include the dates for both

Identify – (1) Year return (%)
Final Slide –

Concluding slides - Describe what you have learned about investing from this class. Include at least
(3) paragraphs referencing information gathered from online stock sources & NEFE Financial planning
workbooks.

In your own words - Describe what you have learned about investing in the stock market and
managing your personal finances in the future.
 Describe the profitability of SimVest portfolio during the months of Sept - November.
1. (1 paragraph)
 Include details about how savings/investing can provide future financial security.
1. (1 paragraph)
 Describe what new knowledge you acquired through the Personal Finance units.
1. ( 1 paragraph)
Stock Market PowerPoint project
Student Name ______________________________________
Final – Stock Analysis PowerPoint
Grading Rubric
Classroom behavior:– (3 pts. - daily classwork grade)
Points deducted for 
Playing games, cell phone use, not working diligently on the project
Possible Points
Earned
6 pts.
(1) Corporate Stock Investments (1 Year – ROI 8% or higher)
3
o
o
Company Profile – Headquarters, website, ticker symbol, sector,
industry
Fundamental stock statistics – P/E ratio, dividends
Owners/Boards of directors
o
Company News
3
o
Personal justification
2
o
Weekly Stock - bar graph
3
o
Yearly stock prices – SmartArt Graph
3
o
OR
2
3
(1) Mutual Funds or ETF’s (1 Year – ROI 8% or higher)
o
o
o
o
o
o
o
Fund Profile –ticker symbol, stock price
Investment Objective – two sentence description of the fund
Competitors
1 year (ROI), 3 year (ROI), 5 year (ROI)
Include a list of the top (10) holdings in the fund.
Top (5) sectors %
Weekly Stock - bar graph
o
Yearly stock prices – SmartArt Graph
Final Slide – Concluding slide
Describe what you learned about investing and managing personal finances
over the last two months.
Final Analysis Essay (Value: 12 points)
An intelligent three-paragraph essay explaining three lessons
learned about financial responsibility through this process
Contains a well-written introduction, body, and a clear conclusion
Demonstrates careful consideration and learning
Includes SPECIFIC examples and supportive data from the learning
experience.
Personal Finance/Investing vocabulary use is evident.
Total Points (35)
Points
12