Download SMG-Training-Dallas-2011 - Texas Council on Economic

Welcome to the training….
David Pruitt
Presenter
Sponsored By:
Focused solely on education
for more than 25 years
More than 9 million students
reached since 1977
Over 35,000 plus Texas
students participated last
year
Training Goals
•
Overview of SMG Program
•
Review Investment Basics
•
Use Online Trading Account
•
Check Out Resources:
Teacher Support Center
Hands on Banking
Virtual Economics CD
Sources of Information
You can find the information we discuss today at…..

www.stockmarketgame.org
Teacher Support Center
 SMG Advisor Companion

www.economicstexas.org
Click on Stock Market Game

Investment Professional

SMG Help Desk
Help is Always Available!

Email
[email protected]

Call 1-888-SMG-TCEE

Include team log in and
details
What is the Stock Market Game?
1.
Online curriculum materials
that teach concepts related
to investing, economics,
math and more.
2.
10 week Internet based
investment trading
simulation
3.
Regional competition
SMG offered in Fall and Spring
g
Fall: September 26 – December 2, 2011
Spring: February 6 –April 13, 2012
• Students work in teams of 2 - 5
• Teams learn economic concepts
• Research companies
• Teams select investments
• Each team begins with $100,000
• Can buy on margin / 7% interest

Buy, sell, short sell or short cover stocks and mutual funds
in their online trading account

Stocks and mutual funds listed on the NYSE, AMEX and
NASDAQ may be traded

Manage their portfolio of stocks and mutual funds over
the 10 week period.
Students Learn About Investing
Apply Academic Skills
Interdisciplinary Benefits
Of The
Stock Market Game
Social Studies







Economics
Current Events
History
Geography
Government
Citizenship
Global Studies
Math







Graphs
Calculations
Basic Computation
Percentages
Ratios
Decimals
Estimation
Business Education






Record Keeping
Business Organization
Financial Planning
Entrepreneurship
Decision Making
Critical Thinking Skills
Language Arts






Vocabulary
Presentations
Spelling
Comprehension
Reading
Research
Family & Consumer Sciences






Personal Finance
Budgeting
Resources Management
Group Decision Making
Conflict Resolution
Critical Thinking
Technology





Internet Research
Keyboarding
Word Processing
Presentations
Data Entry
SMG Activities / TEKS Correlation
Available at www.economicstexas.org
Click on Stock Market Game
•
•
•
•
4th – 8th Grade Math
4th – 8th Grade Social Studies
Intro to Business
High School Economics
Also in Teacher Support Center
Select Publications then Standards
Regional Competition
Divisions
Grades 4 & 5
Grades 6-8
Grades 9-12
Adults/Teachers
Regional awards based on
increased value of portfolio
Total Equity
Student Recognition
Each student on the top 2
performing teams in each
division receives:
1st Place - $50 Check
2nd Place - $25 Check
Plaque for 1st Place school
Certificates
Team Fees

$10.00 / student team of 2-5 students
Teacher Teams / $10.00
Payment

Purchase Order or check should be made out to:
Texas Council for Economic Education
1801 Allen Parkway
Houston, TX 77019

Invoice is emailed to teacher after session begins

You will be billed for all registered teams.

Report registration changes by the end of week 2 to
[email protected] .
AN IMPORTANT PART OF THE
SMG PROGRAM
National Essay Contest open only to registered
Stock Market Game students.



Critical thinking component
A method of assessing student performance through
writing.
Incentives for student achievement through awards
and prizes.
Texas Winners in Top Ten


Winners in all InvestWrite
divisions
Dallas, El Paso, Houston &
San Antonio

9 top ten winners

Three 1st place winners

State awards
InvestWrite Prizes

Great prizes awarded to top 10 winner in each division

Trips to NYC, Netbook computers, gift cards for students and
teachers

For details visit www.InvestWrite.info
www.investwrite.info
What Do You Need to Get Started?

Computer


Email Address
Visit www.economicstexas.org click Stock Market Game

Register teams at www.stockmarketgame.org

Receive login ID/password by email

Review online Teacher Support Center
Investment Inventory
•
•
•
•
•
•
Passbook Savings Account
Money Market Account
Certificate of Deposit
Bonds
Mutual Funds
Stocks
The Pyramid of Risks and Reward
Highest Risk---Highest Potential Return or Loss
Stocks
Mutual Funds
Bonds
Certificates of Deposit
Savings Account
Lowest Risk---Lowest Potential Return or Loss
Savings Accounts: Provide a very small, but steady
return.
Certificates of Deposit: Very safe, but instant access
carries a penalty.
Bonds: Lending money to a corporation or
government, with a promise of higher returns than
those offered by bank savings accounts and CD’s.
Mutual Funds: Managed accounts – diversification
Stocks: part ownership in a company, offering higher
risks and potentially, higher returns than some
other investments.
WHAT INVESTMENT IS
BEST RIGHT NOW?
COST / BENEFIT ANALYSIS
Safety
Risk vs. Reward
Ease of Getting Cash
Ease of Opening an Account
Stock Selection Information

Teacher Guide on the
Teacher Support Center

TSC: In the Classroom
Core Lessons

www.economicstexas.org
Click on SMG
Step 1:
Register at www.stockmarketgame.org
SMG Pre-Registration

Requests basic information

Email address required for advisor

Number of teams and class information

Register as early as possible
Access to Teacher Support Center
Account earns interest on cash balance
Click Here to Select Your
Country. International
Teachers select
International.
Click Here to begin
the registration
process.
Be Sure to check
your Agreement.
Otherwise your
registration will not
be processed.
Make sure all of the
bolded areas of the
registration form are
completed. It is important
that You provide an active
Email Address. Otherwise
your registration will not
be processed.
•
Advisor ID/Password emailed shortly after your registration is
submitted.
•
Used to access the Teacher Support Center
Sample Username: TX5_43_T21987
Password: BNHI1234
•
A login username/password will arrive by email for each
registered team beginning three weeks before the start of the
session
Registration Email Notification
Name: Wybrant, Megan
G: West /Central Texas Stock Market Game 2010-09-27 - 201012-03
Location: TX
DayPhone: 2543366500
E-mail Address: [email protected]
Assigned User Id:TX4_22_T209075 password:XWW16819
Team Ids and Passwords will be generated and emailed separately.
Workshop:
Notes:
Teacher Support Center
The Perfect Resource for
Stock Market Game Advisors
Teacher Support Center Provides:

Online teacher training and technical assistance

Lesson plans and teaching resources

Team management tools

Up-to-date SMG program news
Teacher Support Center
1. Understanding the SMG
2. Manage Student Portfolios
3. In the Classroom – Curriculum Materials
Getting
Started info
Great
Source o
Info!
Search & Sort
Facilities!
Three Main Tabs
Expanded News
Box
Understanding the SMG
1.Teacher Guide
2. Understanding Portfolios
3. Rules of the Game
4. Promotional Materials
5. Related Links
Click Headings for
detailed link
descriptions
Search by Keyword
Search by
Grade, Level,
Subject, and
Topic
Core Lessons
Organized by Unit
and Topic
Click on Lesson
Name to access
Lesson
Click the Lesson Name
for the Lesson
Click an
Activity Link
for an
Activity
Select a
Location
for
Correlated
Standards
Click Standard
Number for
description
Click
Lesson
Name for
Lesson
SMG Newsletters

The newsletters available through the SMG
program add the the effectiveness of teaching about
the stock market.
Students Log On at
www.stockmarketgame.org
Account Summary
Click Menu to return to
the portfolio’s Welcome
page.
A 2% Broker’s Fee is
charged per transaction.
Your initial Cash
Balance is $100,000. It
requires an overnight
process to set up the
your portfolio’s Cash
Balance.
Account Holdings
The Net Cost/Share is
the price of the share
plus the 2% Broker’s
Fee.
Business Hours are
9:30AM - 4PM ET,
Monday - Friday.
Account Holdings Help Page
Transaction History
Transaction History provides a
detailed summary of all portfolio
activity including interest earned by
the Cash Balance.
Gains and Losses
Gains and Losses occur when
stock is sold. Until then its
performance is recorded in
the Unrealized Gains and
Losses section of Account
Holdings.
Investor Research
www.hoovers.com and
http://finance.yahoo.com
are also good sites for
company research and
ticker lookup.
Enter a Trade
It is a good idea to
Validate Ticker before
you submit a trade.
Limit Orders will not
carry over past the
current business day.
Transaction Notes
Check Transaction
Notes Descriptions to
make sure your trades
were accepted.
There are 2 Rankings groupings:
Region (based on grade level,
school type, etc.) and Coordinator
(includes all active SMG
participants in your area).
There are 2 Types of Rankings:
S&P Growth (measures portfolio
performance against the S&P
Index) and Total Equity
(measures total equity of
portfolio).
Rankings
Final Thoughts
Building Wealth over the Long Term
Three rules of saving and investing
1. Start early
2. Buy and hold (the “good stuff”)
3. Diversify
Real Life Investing
The Stock Market

If you buy and sell on the ups and
downs, you may loose money.

If you hold on for the long term, the
ups are greater than the downs.
A Proven Tool to Improve the
Learning Experience in the
Classroom
…..more than a game,
an education for life.