Evaluation

Each member of the team will be graded as individuals based upon their performance of assigned roles (Charity Chooser, On-line Investor, Financial Analyst and Reporter)

Exemplary

4

Accomplished

3

Developing

2

Beginning

1

Score

Charity Chooser:
Research charities and poster presentation.

Reading
The student reads informational material about charities to develop understanding and expertise and produces oral and written work in the form of a presentation.

Writing
PS.5.5.1 The student demonstrates the ability to manage English-language conventions through written and oral presentations about the stock market.

PS 5.6.4 The student produces an informational report about the charity.

 

The student will:

1. Complete Charity Chooser Guidelines Page which asks for the definition of charity.

2. Research the backgrounds of 3 charities on the Internet. Identify the purpose of these charities on the Guidelines Page.

3. Choose one charity to earn a profit for and create a poster presentation that has:

4.The charity's logo.

5.The year the charity was founded.

6. A brief summary about what the charity does.

7. Lots of color and is NEAT!

8. Present your poster report to the class.

Student creates poster presentation that fulfills only 7 out of the 8 required parts to the poster presentation.

Student creates poster presentation that fulfills only 6 out of the 8 required parts to the poster presentation

Student creates poster presentation that fulfills only 5 out of the 8 required parts to the poster presentation


Exemplary

4

Accomplished

3

Developing

2

Beginning

1

Score

On-line Investor:
Research and purchase stock

Reading
PS.5.4.1 The student reads informational material about company backgrounds to develop understanding and expertise.

PS.5.4.3 The student demonstrates familiarity with a functional document to assure a specific task is accomplished and produces and oral presentation about the results.

Writing
PS 5.5.1 The student will demonstrate the ability to manage English-language conventions through written and oral presentations about the stock market.

Number Sense
5-NO1: The student extends understanding of number and place value including very large and small numbers.

5-NO2: The student extends understanding of addition, sub. mult. and div.

5-NO3: The student demonstrates an understanding of fractions and decimals.

The student will:

1. Research stock and their benefits. Define stock and describe their benefits on the group worksheet from step 1 of the process.

2. Prove you know what stock is and what the benefits are by accurately writing a brief summary on the Portfolio Buy Form.

3. Choose 5 companies your team will invest in and divide the $50,000 between them.

4. Calculate shares and complete Portfolio Buy Form accurately.

The student completes only 3 of the 4 requirements for the Portfolio Buy Sheet.

The student completes only 2 of the 4 requirements for the Portfolio Buy Sheet.

The student completes only 1 of the 4 requirements for the Portfolio Buy Sheet.


Exemplary

4

Accomplished

3

Developing

2

Beginning

1

Score

On-line Investor:
Poster presentation

Reading
PS.5.4.1 The student reads informational material about businesses and produces oral and written work in the form of a presentation.

PS5.4.3 The student demonstrates familiarity with a functional document.

Writing
PS5.5.1 The student will demonstrate the ability to manage English-language conventions through written and oral presentations about the stock market.

PS5.6.4 The student produces an informational report about the stock market.

Number Sense The student displays, analyzes, dev. questions, interprets and makes predictions based on data.

5PS5: The student will identify a stockbroker as a career that involves the use of fractions, decimal and variables.

The student will create a poster presentation that includes:

1. The names and/or logos of the 5 companies you have chosen.

2. A brief summary about each of the 5 companies and the reasons why you think it is a good investment.

3. One graph that shows one company's profits from the previous year.

4. The poster is colorful and neat.

5. Show examples and explain to the class how a stockbroker is a career that involves the use of fractions and decimals.

6. Present report to your class and have them predict which company will earn the most profit.

The student completes 5 out of the 6 requirements.

The student completes 4 out of the 6 requirements.

The student completes 3 out of the 6 requirements.


Exemplary

4

Accomplished

3

Developing

2

Beginning

1

Score

Financial Analyst and Reporter:
Track and sell stocks and present profit/loss data.

Reading
PS.5.4.1 The student reads informational materials about business and the stock market to dev. understanding and expertise and produces oral and written work in the form of a presentation.

PS.5.4.3 The student demonstrates familiarity with a functional document (on-line tracking) to assure a specific task is accomplished and produces an oral presentation about the results.

Writing
PS 5.6.4 The student produces an informational report about the stock market.

PS.5.7.2 The student will have a report of data collected to prove/disprove a particular hypothesis and presenting an appropriate conclusion(predict which companies will earn the most profit)

 

 

The student will:

1. Accurately track the 5 stocks from the On-line Investor's Portfolio Buy Form. Use an on-line web site to track stocks once a week, for 10 weeks.

2. Accurately use the Tracking Page to monitor each stock's progress.

3. At the end of 10 weeks, accurately complete the Portfolio Sell Form.

4. Create a line graph to show the progress of the company that made the most profit.

5. At the end of 10 weeks, present the total profit or loss of investments to the class using overhead transparencies of the Tracking Page and Portfolio Sell Form.

6. From the data collected, report to the class if their prediction was correct about the company which made the most profit.

The student completes 5 of the 6 requirements.
The student completes 4 of the 6 requirements.

The student completes 3 of the 6 requirements.