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Stock Investment Simulation Project

This project is designed to provide you with direct exposure to online investment in stocks using the tools available at the How The Market Works (HTMW) web site, which is quite similar to utilizing an online brokerage account. This project provides an opportunity for you to learn how the stock market works by creating a portfolio of U.S. stocks with the objective of maximizing investment over a specified period of time.

In this simulation, the companies and their stocks are real, and the prices are current – a true simulation of the market – you are looking at the market here and now and the results you achieve represent what would have happened had you actually invested money in the stocks you chose. You will be given a hypothetical $100,000 at the outset of the simulation. Your goal is to invest that in stocks and produce as much wealth as possible by the end of the simulation. More important than how much you make is what you will learn.

Click here to read the overview of the entire project, which requires assignments in Units 2, 5, and 8.

• DIRECTIONS
• GUIDELINES
• REQUIRED SCREENSHOTS
• UNIT LEARNING OUTCOMES

Directions

The requirements for this second set of screenshots are the same as for the first, except these three screenshots are at a later point in time. Make sure your screen shots are legible. If you did not have 5 stocks for the first upload, or you did not use up $95,000 of your cash, I am looking for you to have done so for purposes of this set of screenshots. Include the current portfolio values in this second set along with a one-page paper on major shifts and changes in the stocks and your portfolio compared to Week 2.

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Guidelines

• Screenshot upload with comments.
  • At the end of Unit 5, you need to upload certain screen shots from your HTMW account. The screenshots should be inserted into a Word document which will be uploaded.
• The screenshots should be legible – not blurry, not extremely small.
• Along with the screenshots, write a few sentences, saying something about what you see in your account, perhaps something about why you bought or sold certain stocks.
• Any surprises as the simulation progressed? Did something work out as you expected, or better or worse?
• Plans to sell or buy some stocks? Did you use something you learned in the course? Did something happen in the news that impacted your stocks? Etc.
• A few sentences should do it, but make it meaningful.
• Remember that you need to invest in the stock of 5 companies and you need to invest virtually all of your cash (you can have no more than $5,000 in cash). This set of screenshots, along with your comments, is worth 60 points.
  

  Required Screenshots

  • The HTMW Education Center has a video called My Portfolio, Open Positions and Ranking Pages, which you may find useful.
  • Embed the screenshots into a Word document, add a few sentences of analysis, and upload the document.
  • Here are the screenshots you need.
    • Open positions
      • In standard view take a screenshot.
    • First Motley Fool headline
      • This is below your Open Positions. This allows me to see the date of your screenshot. I only need the first headline.
      • You will probably not be able to get both the headline and your open positions in the same screenshot, without making the text incredibly small. So, create separate screenshots – 1 for your open positions and 1 for the Motley Fool headline, so that the screenshots are legible. That is a requirement to get full credit.
    • Account balances screenshot.
      • The key pieces of this are your initial cash balance, cash balance, market value of long, short and all positions and your portfolio value.

  Be sure to read the guidelines and requirements carefully to ensure you receive full credit.

Due Dates:

11:59 p.m., Sunday, CT.

Rubric

Unit 5: Part II Stock Investment Simulation Project; Core Assessment Assignment

Unit 5: Part II Stock Investment Simulation Project; Core Assessment Assignment

Criteria	Ratings	Pts
This criterion is linked to a Learning OutcomePortfolio Valuation	15 pts Excellent Invested $100k of virtual money in relevant stocks 9 pts Exceeds Expectations Invested a little over $95k of virtual money. 5 pts Meets Expectations Invested a little over $50k of virtual money. 3 pts Does not meet expectations Invested only $50k-20k of virtual money. 0 pts Insufficient No stocks included in analysis.	15 pts
This criterion is linked to a Learning OutcomeScreenshots	15 pts Excellent Included all 3 screenshots reflecting stock valuation/totals. 9 pts Exceeds Expectations Criteria Details Included 2 screenshots reflecting stock valuation/totals. 5 pts Meets Expectations Criteria Details Included 1-2 screenshots reflecting stock valuation/totals. 3 pts Does not meet expectations Criteria Details Only included 1 screenshot reflecting stock valuation/totals. 0 pts Insufficient Criteria Details No screenshots were submitted.	15 pts
This criterion is linked to a Learning OutcomeSummary of Stock Performance	20 pts Excellent Provided a detailed look at the stock performance and major shifts in price. 15 pts Exceeds Expectations Provided a good review of the stock performance to date. 10 pts Meets Expectations Provided a satisfactory look at the stocks and their performance. 5 pts Does not meet expectations Did not provide a satisfactory review of the stock performance. 0 pts Insufficient Nothing was summarized regarding the stocks.	20 pts
This criterion is linked to a Learning OutcomeCourse Application	10 pts Excellent Absorbed the material based on findings. 8 pts Exceeds Expectations Implemented ways to apply the material. 5 pts Meets Expectations Satisfactory application of the project to the course. 2 pts Does not meet expectations Poor application of the project to the course. 0 pts Insufficient No course application	10 pts
Total Points: 60

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