Team+Folders

= **Team Folders - Evidence of Learning** = As your students begin researching companies, building their portfolios, and managing their investments, you have a great opportunity to collect the writing, charting, and other activities associated with The Stock Market Game. It is recommended that all teams keep minutes of their meetings and team members keep a journal of their Stock Market Game experience. Both minutes and journal entries provide evidence of student learning.

Below are some suggestions for assembling a Team Folder from experienced SMG teachers: > 1) **Create a brief company profile** for each stock your team owns during the game. Include a summary of the company's products, where it operates, strengths and weaknesses - especially in comparison to competitors - and copies of the most recent annual income statement and balance sheet (obtained from the company's annual report or other source).

> Mutual Fund research for each mutual fund investment, including information about the fund management, types of securities it emphasizes, past and projected returns, etc. > > 2) **Basic data** about stocks in portfolio including: 52 week high and low; PE ratio; volume of trading; Beta; etc. > 3) **Research of industry and economic data** - Write a paragraph explaining why and how this might affect your stock holdings. > 4) **Clippings about stock or mutual funds in your portfolio** - These can be newspaper clippings, Internet news articles, magazine ads or articles, etc. > 5) **Current price** of each stock or mutual fund the team owns at the close of the market each day or week. Put information in an Excel spreadsheet and create charts for each stock or mutual fund. > 6) **Detailed record of any buy or sell transactions** including: stock or fund name and ticker symbol, date of transaction, number of shares, price per share, total costs, broker's fees, and current equity. (Justify calculations in portfolio.) > 7) **Create your own math problems** using information in the portfolio. > 8) **Compare data** by charting your team holdings with the S&P or Dow Jones averages. > 9) **Create a glossary** of terms learned throughout the SMG program. > 10) **Track state and/or regional rankings.** >