stocklesson.doc

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stocklesson.doc

  1. 1. Excel History 12.16 Internet History 12.17 Word C/T 8.1 C/T 8.2 Stock Portfolios and the Economy Lesson Summary Students will create a stock portfolio on the Internet and track those stocks in that portfolio overtime, evaluate and analyze their portfolio as it relates to fiscal and monetary policies and chart the results of stock values. Objectives / SOL Correlation History 12.16 The student will analyze the role of government in the United States economy, with emphasis on monetary and fiscal policies; interstate commerce and international trade policies; providing favorable conditions for markets; providing public goods services; protecting the environment: and promoting economic growth. C/T 8.1 The student will communicate through application software. C/T 8.2 The student will communicate through networks and telecommunications. Expected Student Outcomes The students will create a stock portfolio on the Internet, write a brief paper which includes create a spreadsheet and chart that visually depicts stock prices, as well as analyzing the effects of the Stock Market on monetary and fiscal policies. Vocabulary Cell Formula Hyperlink Forms Chart Materials Needed Computer Excel Word Internet Prerequisite Skills Students should have some experience with the following: Liz Everett Oscar Smith High School 1
  2. 2. Excel History 12.16 Internet History 12.17 Word C/T 8.1 C/T 8.2 The basics and history of the Stock Market. Studied and developed a stock portfolio from the newspaper. Procedure 1. Students will logon to the Internet and go to this address: www.excite.com 2. Have student login complete the online registration form for Excite using an alias name and give the school address and email address. Have students write this information including the password on and index card. Keep the cards incase they forget their alias. Click on Done. 3. Now that students have an account have them click on My Excite Start Page. 4. Click on Portfolio in the Stock area of the Excite Main Page. Looks like this: 5. lick on Create New Portfolio. 6. Click on Create Manual Portfolio, then Continue. 7. Enter the name of the portfolio, use the student alias. 8. Enter the stock symbols that the student wants to include in the portfolio. Click on Save Changes. 9. Have students click on Adjust Shares. 10. Have the students then enter the number of shares that they have of each stock and the current price, click on save changes. Liz Everett Oscar Smith High School 2
  3. 3. Excel History 12.16 Internet History 12.17 Word C/T 8.1 C/T 8.2 11. Students will then have a view of their portfolio and the current value. Have students print this sheet. 12. Have students open Excel and create a spreadsheet that looks like the following. 13. Have the students track their portfolio for at least 3 weeks and enter the data each week. 14. Create a line chart tracking the stocks over the weeks. The chart should look like the following: MY PORTFOLIO MSFT IOM BKS 200 165.88 167 172.5 168.75 167.25 150 100 50 29.75 30.25 28 28.75 29 0 5.12 5 6.25 5.5 4.7 3/1/99 3/8/99 3/15/99 3/22/99 3/29/99 Original Price Price Price Price as of Price as of as of as of Liz Everett Oscar Smith High School 3
  4. 4. Excel History 12.16 Internet History 12.17 Word C/T 8.1 C/T 8.2 Liz Everett Oscar Smith High School 4
  5. 5. Excel History 12.16 Internet History 12.17 Word C/T 8.1 C/T 8.2 Evaluation Students would write a paper including the following: • Analyses of monetary and fiscal policy and the influence of the Stock Market • A summary of what they learned about tracking stocks • An Excel worksheet including their stock prices over at least a 3 week period • A chart that visually depicts the stock prices • Correct grammar/spelling Liz Everett Oscar Smith High School 5

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