At the beginning of the project, students may complete a pre-project quiz designed to assess their investment knowledge before starting any aspect of the project. Then, at the completion of
the project, students can complete the post-project the quiz, which is identical to the pre-project quiz.
To start the survey, click on the appropriate link and select the teacher from the drop down box. If you want to compare the pre-project and post-project quiz results,
the student will need to enter a unique id number in the Student ID box. We suggest using the last 4 digits of the student's school issued ID or the last 4 digits of their phone number, etc.
The number is not important, because we don't keep any information on the student, it just needs to be something the student will remember. This number must be the same for each student on both
Surveys to compare the results at the end of the project.
The materials that were presented at the 2016 Summer Teacher Institute and Refresher Workshop are available using the links below:
A risk assessment quiz will help determine how much risk you, as an investor, are willing to accept. The results of a
risk assessment will reveal that you are an aggressive investor, that is one that
likes to take risks to achieve a higher return. On the other hand, you may also be a conservative investor which is one that is willing to accept a smaller return for a much lower risk investment. Complete at least one of the two online
risk assessment Surveys and save your results.
An important component of the project is creating a portfolio with a fictional $500,000 value and purchasing stocks, bond, mutual funds, etc. While its fun to see who in your class makes the most money,
that is really not the point of the project. We want you to experience the value of research in evaluating different companies and then see how that research pays off in a real world setting with all of the other
factors that determine the price of those stocks.
As you track the investments in your portfolio, use the
Student Tracking Log to document when you check it and whether you have an overall gain or a loss.
If you decided to sell or purchase another investment, document those transactions using the
Sell or Purchase Securities form. Both of these forms may be beneficial to you when writing the report
at the end of the project.
Students who track their progress during the project and write a report detailing what they learned, are eligible for a cash award. Regional award winners can receive up to $250 and the student
selected as the State Winner will receive a $1,000 award. Use these guidelines when writing your report. You can also refer to the report by our
previous state winner.
If you are selected as a Regional Winner or State Winner, you and your parents will be invited to attend the Spring awards ceremony on Saturday, May 6, 2017. The ceremony will be
at The Faculty House located at 601 NE 14th St., in Oklahoma City. Lunch is provided.