1. WebQuest Home Page Investing in the Stock Market By: Ellen Sarosy St. John’s University EDU 7266 Investing in the Stock Market By: Ellen Sarosy St. John’s University EDU 7266 Introduction Task Process Resources Evaluation Conclusion Teacher’s PageTeacher’s Page Home Page

2. Introduction  Congratulations! You have been given $5,000 to invest in the stock market as part of a research study.  Here is your opportunity to understand more about investing in stocks and about different companies that may interest you.  Let’s see if you can make your money grow!  Congratulations! You have been given $5,000 to invest in the stock market as part of a research study.  Here is your opportunity to understand more about investing in stocks and about different companies that may interest you.  Let’s see if you can make your money grow! Introduction Task Process Resources Evaluation Conclusion Teacher’s PageTeacher’s Page Home Page

3. Task  Your task is to understand the stock market and then research the stocks and news of 5 different companies. You will use a spreadsheet to compare your 5 companies.  After conducting your research, you will need to decide which 2 stocks you would like to invest in and how much you would like to invest.  You will than track your results in another spreadsheet for the next four weeks. At the end, you will chart your results for a graphical representation.  Finally, you will present your findings to the class.  Your task is to understand the stock market and then research the stocks and news of 5 different companies. You will use a spreadsheet to compare your 5 companies.  After conducting your research, you will need to decide which 2 stocks you would like to invest in and how much you would like to invest.  You will than track your results in another spreadsheet for the next four weeks. At the end, you will chart your results for a graphical representation.  Finally, you will present your findings to the class. Introduction Task Process Resources Evaluation Conclusion Teacher’s PageTeacher’s Page Home Page

4. Process  Step 1: ResearchResearch  Step 2: Select two stocksSelect two stocks  Step 3: Decide on your allocation Decide on your allocation  Step 4: Track your stockTrack your stock  Step 5: Present your findingsPresent your findings  Step 1: ResearchResearch  Step 2: Select two stocksSelect two stocks  Step 3: Decide on your allocation Decide on your allocation  Step 4: Track your stockTrack your stock  Step 5: Present your findingsPresent your findings Introduction Task Process Resources Evaluation Conclusion Teacher’s PageTeacher’s Page Home Page

5. Process  Step 1: Research  First, research the stock market and the basics of investing.  Then decide what type of companies you would like to research. Do you have any particular interests (technology, retail, auto)? The sky is the limit.  Check the resource page for links to websites where you can research different companies.resource page  Compile a list of 5 companies and complete the following spreadsheet.spreadsheet.  Step 1: Research  First, research the stock market and the basics of investing.  Then decide what type of companies you would like to research. Do you have any particular interests (technology, retail, auto)? The sky is the limit.  Check the resource page for links to websites where you can research different companies.resource page  Compile a list of 5 companies and complete the following spreadsheet.spreadsheet. Introduction Task Process Resources Evaluation Conclusion Teacher’s PageTeacher’s Page Home Page

6. Process  Step 2: Narrow down your list to 2 stocks  After researching, evaluate each company for the criteria that is important to you.  Finally, decide which 2 stocks you want to purchase.  Step 2: Narrow down your list to 2 stocks  After researching, evaluate each company for the criteria that is important to you.  Finally, decide which 2 stocks you want to purchase. Introduction Task Process Resources Evaluation Conclusion Teacher’s PageTeacher’s Page Home Page

7. Process  Step 3: Decide on your allocation  Since you have $5,000 to invest, you need to decide how many shares of each stock you want to buy.  Use the closing prices on April 1 st to determine how much it will cost to buy the stocks.  Remember, it does not have to be a 50/50 split. You can choose whatever allocation you would like.  Make sure that your total amount invested is no more than $5,000.  Step 3: Decide on your allocation  Since you have $5,000 to invest, you need to decide how many shares of each stock you want to buy.  Use the closing prices on April 1 st to determine how much it will cost to buy the stocks.  Remember, it does not have to be a 50/50 split. You can choose whatever allocation you would like.  Make sure that your total amount invested is no more than $5,000. Introduction Task Process Resources Evaluation Conclusion Teacher’s PageTeacher’s Page Home Page

8. Process  Step 4: Track your stock  Create a spreadsheet to track your stock. See sample spreadsheet.spreadsheet  At the end of each day, enter the closing prices into your spreadsheet. Calculate your current profit or loss.  Track your stocks for 4 weeks.  On April 29 th, sell your stocks. Use the closing price on that day to determine your sell price.  Finally, create a double line graph in excel to illustrate the performance of your stocks.  Step 4: Track your stock  Create a spreadsheet to track your stock. See sample spreadsheet.spreadsheet  At the end of each day, enter the closing prices into your spreadsheet. Calculate your current profit or loss.  Track your stocks for 4 weeks.  On April 29 th, sell your stocks. Use the closing price on that day to determine your sell price.  Finally, create a double line graph in excel to illustrate the performance of your stocks. Introduction Task Process Resources Evaluation Conclusion Teacher’s PageTeacher’s Page Home Page

9. Process  Step 5: Present your findings  Gather all your information since the beginning of the WebQuest. 1.Comparison chart of your original 5 companies 2.Spreadsheet of stock tracking 3.Graph of stock tracking  Display your findings in either a PowerPoint presentation or on a display board and present them to the class.  Be sure to cite all references.  Step 5: Present your findings  Gather all your information since the beginning of the WebQuest. 1.Comparison chart of your original 5 companies 2.Spreadsheet of stock tracking 3.Graph of stock tracking  Display your findings in either a PowerPoint presentation or on a display board and present them to the class.  Be sure to cite all references. Introduction Task Process Resources Evaluation Conclusion Teacher’s PageTeacher’s Page Home Page

10. Resources  EduStock – Stock Basics EduStock  Investing for Kids Investing for Kids  CNN Money – Investing in Stocks CNN Money  How to read stock tables How to read stock tables  Yahoo Finance – Home Page Yahoo Finance  Yahoo Finance – Looking up stocks by industry Yahoo Finance  Yahoo Finance – Company Search Yahoo Finance  EduStock – Stock Basics EduStock  Investing for Kids Investing for Kids  CNN Money – Investing in Stocks CNN Money  How to read stock tables How to read stock tables  Yahoo Finance – Home Page Yahoo Finance  Yahoo Finance – Looking up stocks by industry Yahoo Finance  Yahoo Finance – Company Search Yahoo Finance Introduction Task Process Resources Evaluation Conclusion Teacher’s PageTeacher’s Page Home Page

11. Evaluation Introduction Task Process Resources Evaluation Conclusion Teacher’s PageTeacher’s Page Home Page

12. Conclusion  After completing this WebQuest, you should have a general understanding of investing in the stock market.  Did you make money? Does this interest you in investing your own money?  After completing this WebQuest, you should have a general understanding of investing in the stock market.  Did you make money? Does this interest you in investing your own money? Introduction Task Process Resources Evaluation Conclusion Teacher’s PageTeacher’s Page Home Page

13. Teacher’s Page - Introduction  This WebQuest has been designed to show 8th grade middle school students how math is used in the real world. It is also a way to introduce students to the principles of investing.  By the end of the unit, they should have a general understanding of the stock market as well as further understand mathematical concepts while incorporating technology.  The WebQuest should take approximately six weeks not including time for presentations.  Students will be able to research at home, during class when daily work is completed and during computer lab time.  This WebQuest has been designed to show 8th grade middle school students how math is used in the real world. It is also a way to introduce students to the principles of investing.  By the end of the unit, they should have a general understanding of the stock market as well as further understand mathematical concepts while incorporating technology.  The WebQuest should take approximately six weeks not including time for presentations.  Students will be able to research at home, during class when daily work is completed and during computer lab time. Introduction NY State StandardsNY State Standards ISTE NET-S Process Resources Home Page

14. NY State Math Standards  Communication Strand: students will organize and consolidate their mathematical thinking through communication. (8.CM.1., 8.CM.2., 8.CM.3)  Connections Strand: Students will recognize and apply mathematics in contexts outside of mathematics. (8.CN.8)  Representation Strand: Students will create and use representations to organize, record, and communicate mathematical ideas. (8.R.1., 8.R.2., 8.R.3.)  Communication Strand: students will organize and consolidate their mathematical thinking through communication. (8.CM.1., 8.CM.2., 8.CM.3)  Connections Strand: Students will recognize and apply mathematics in contexts outside of mathematics. (8.CN.8)  Representation Strand: Students will create and use representations to organize, record, and communicate mathematical ideas. (8.R.1., 8.R.2., 8.R.3.) Introduction NY State StandardsNY State Standards ISTE NET-S Process Resources Home Page

15. ISTE NET-S for Students  Students apply digital tools to gather, evaluate, and use information.  Students use critical thinking skills to plan and conduct research, manage projects, solve problems, and make informed decisions using appropriate digital tools and resources.  Students demonstrate a sound understanding of technology concepts, systems, and operations.  Students apply digital tools to gather, evaluate, and use information.  Students use critical thinking skills to plan and conduct research, manage projects, solve problems, and make informed decisions using appropriate digital tools and resources.  Students demonstrate a sound understanding of technology concepts, systems, and operations. Introduction NY State StandardsNY State Standards ISTE NET-S Process Resources Home Page

16. Process Introduction NY State StandardsNY State Standards ISTE NET-S Process Resources Home Page  It is important to accompany the WebQuest with mini-lessons.  An introduction to the WebQuest should be combined with a lesson on the stock market and how to research different companies. I would recommend selecting a sample stock, i.e. Apple Inc. (AAPL), and showing students how to research and complete the company comparison chart.  Before students start to track their stocks, another lesson should include using equations and creating graphs in excel.

17. Resources Introduction NY State StandardsNY State Standards ISTE NET-S Process Resources Home Page  The resources on the students page will be extremely helpful along the way, but here are some additional websites that helped create this WebQuest.resources  New York Stock Exchange - Educational Materials http://www.nyse.com/about/education/10980345 84990.html http://www.nyse.com/about/education/10980345 84990.html  So You Want to Play the Stock Market Webquest - by Karen Kuvachich & Lisa Cauley http://www.hobart.k12.in.us/kuyachich/QUEST/stqt.html http://www.hobart.k12.in.us/kuyachich/QUEST/stqt.html  Stock Market WebQuest by Mrs. Haubrich http://frontiernet.net/~jljkd/stock/ http://frontiernet.net/~jljkd/stock/