Essential questions

• What is a stock?

• Why do companies sell stocks?

• How can I profit by trading stocks?

Learning objective(s)

• I can explain what a stock is and how its value fluctuates

• I can identify stocks based on symbols

• I can analyze basic stock reports

• I can calculate my returns on investments in terms

Activities

• Introduce

  • What does it mean to own part of a company?

    • Watch: Shark Tank

    • Complete: Shark Tank Reflection

      • Practice percentage problems if necessary

      • $20,000 is 15% of what?

  • What does it mean for a company to be publicly owned?

    • What companies can you think of that are publicly owned and traded?

    • Owning Apple (AAPL) in 2015 vs Today

      • Visit yahoo!finance

      • Watch: Stonks

• Expose

  • Mini-lesson: Stock symbols

    • 5 minute task: Find a stock whose symbol seems unrelated to the company’s name

  • Mini-lesson: Reading a report

    • Watch: Stock Price Daily

    • Understanding Change, % Change, Highs/Lows, P/E Ratio, and Dividend

      • Break into 3 groups, each group will take 10 minutes to read an article:

        • % Change reference material

        • Price-to-earnings ratio reference material

        • Dividends reference material

• Practice

  • In a google doc or sheet, create a list of 3 publicly traded companies that you are interested in real life:

    • What is the current trading price of each company’s stock? What was the high and low for the last 30 days?

    • What are the 1yr, 5yr, and 10yr highs for each company?

    • What are the current dividends that each company pays?

    • What is the current P/E ratio of each company?

    • Given this information, would you buy stocks in the company? Why or why not?

• Create (DOK)

  • Choose 7 stocks to invest in from the stock portfolio options

  • Complete the Stock Portfolio Tracker

    • Using the companies that you have chosen, complete Day 1 of the tracker.

    • Then, use a market research tool (yahoo finance, marketwatch, investopedia, etc.), and fill in the value of each stock for days 2, 3 and 4.

• Reflect

  • Analyze your stock portfolio tracker. Choose one stock that appreciated and one stock that depreciated over those four days. Look up what those stocks sold for 5 years ago. What do you think is the best strategy for trading stocks?

Standards

• Stonks