Welcome to SMG Just The Basics Tonight’s Host Jim Ford Maine/New Hampshire SMG Coordinator

Wicked Smart Investments Providing SMG Teachers with: * Support & Contact * Webinar Dates & Recordings * Stock Tips & Teacher Resources Tonight’s Agenda: * SMG as Easy as * Tour of SMG Website * Teacher Support Center * Week #1 Portfolio Builder * Teacher Questions

Welcome to The Stock Market Game! SMG as easy as Step One: Establish how many classes and students will participate in teams of three to five. Gather all of your school information and begin the user friendly registration process. Step Two: When Your School’s Team Id’s and Passwords arrive by take the students on an introductory tour of the SMG web site and check out the rules, account summary, account holdings and trade links to be off and trading.

Step Three: Introduce the basics of investing in stocks, mutual funds and bonds on the NYSE and NASDAQ exchanges. Check out the SMG Teacher Support Link for great lessons and activities. Begin team research by using great resources such as The NASDAQ Foundation, Google Finance, Seeking Alpha, CNBC or Yahoo Finance to build fundamental and technical analysis stock picking skills. Do the math, place a trade and enjoy the excitement of watching the global market impact your portfolio and the team rankings.

Week #1 Stock Market Game Portfolio Building How will you diversify your team’s $100,000? of equity into the markets? Do you understand the risk/reward potential of Stocks, ETF’s, Mutual Funds and Bonds? Note: ETF’s Electronic Trading Funds will be purchased in the stock category. Your Team may only purchase 1/3 of equity and margin ($50,000) total into any one position. Max $50,000. See RULES. Aggressive Portfolio: Buy 3 positions at $50,000. Moderate Portfolio: Buy 5-10 positions at 10, ,000. Conservative Portfolio:Buy 10 positions at 10,000. No margin

Which of the following investment strategies would your team like to use? A few of many strategies below…. * Buy what you know is popular ex. Apple symbol AAPL Nike symbol NKE * Buy within an industry sector ex. Ford symbol F Honda symbol HMC * Buy on good investment news ex. Jet Blue symbol JBLU Best Buy symbol BBY * Buy NASDAQ growth companies ex. Micron Technology MU Skyworks SWKS * Buy Blue Chip S & P 500 companies ex Amazon AMZN Campbell Soup CPB Select Your Investment Site to start Research!

Research Prospects for Team Analysis and Decision Making Stock NameSymbol Exchange 52 Week High52 Week Low Current PricePE Ratio BETA 1.__________ _____ _______ _______ _______ ______ _____ ___ News: Stock NameSymbol Exchange 52 Week High52 Week Low Current PricePE Ratio BETA 2.__________ _____ _______ _______ _______ ______ _____ ___ News: Stock NameSymbol Exchange 52 Week High52 Week Low Current PricePE Ratio BETA 3.__________ _____ _______ _______ _______ ______ _____ ___ News:

SMG Outcomes: * Teams should have majority vote on each stock purchased. * Circle # of stock you wish to bring to your team for consideration & fundamental/technical analysis. * What % of portfolio should stock be purchased at? * Do The Math! Ex. $50,000 of stock in Nike symbol NKE at $58.02 per share … $49,500 (1% Commission) divided by = 852 shares to buy, Net Cost $49, Add 1% Commission $ = Gross Cost $49, Execute trade in SMG portfolio!

Please send Questions ??????

Many Happy SMG Sunsets To You!