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Region  
Student  
School  
Evaluator  
Date  
 
Total  
Bonus*  
Grand Total  
*up to 5 additional points awarded for outstanding reports
 
Report Evaluation
5 points 4 points 3 points 2 points 1 point
Introduction
(recommended)
personalized, relates project to broader picture; flows into rest of report somewhat personalized, connected to rest of report somewhat personalized, slightly connected to report impersonal, slightly disconnected to report impersonal, lacking in substance
Risk
(required)
discusses different levels of risk associated with investing; relates to risk assessment and portfolio; demonstrates strong critical thinking skills touches on different levels of risk in investing; relates to risk assessment and portfolio; demonstrates strong critical thinking skills relates to risk assessment and portfolio; demonstrates critical thinking skills relates to risk assessment and portfolio mentions risk
Securities Fraud
(required)
discusses fraud (recognizing and protecting against it); relates fraud to investing in a compelling way; demonstrates strong critical thinking skills discusses fraud (recognizing and protecting against it); relates fraud to investing; demonstrates strong critical thinking skills discusses fraud; somewhat relates fraud to investing; demonstrates critical thinking skills discusses fraud; attempts to relate fraud to investing mentions fraud
Project Goal
(required)
discusses project investment goal; relates goal to portfolio in a compelling way; applies strong critical thinking skills toward discussion of achieving (or not) project goal discusses project investment goal; relates goal to portfolio; applies strong critical thinking skills toward discussion of achieving (or not) project goal discusses project investment goal; attempts to relate goal to portfolio; applies critical thinking skills toward discussion of achieving (or not) project goal discusses project investment goal; attempts to relate goal to portfolio mentions project goal
Research
(details)
describes with detail research process/methods; demonstrates strong logic and critical thinking skills describes with detail research process/methods; demonstrates logic and critical thinking skills describes research process/methods; demonstrates logic and critical thinking skills describes in little detail research process mentions research
Criteria for Selecting Stocks
(details)
provides detailed criteria; discusses use (or not) of stock screener; strongly relates to risk, goal, and research; demonstrates very strong critical thinking skills provides detailed criteria; discusses use (or not) of stock screener; relates to risk, goal, and research; demonstrates strong critical thinking skills. provides somewhat detailed criteria; mentions use (or not) of stock screener; relates to at least two of the following: risk, goal, research; demonstrates critical thinking skills somewhat lacking in details; relates to at least one of the following: risk, goal, research; somewhat demonstrates critical thinking skills mentions some criteria for selecting stocks
Diversification
(required)
compellingly discusses importance of diversification; strongly demonstrates how diversification played out in personal portfolio; demonstrates strong critical thinking skills discusses importance of diversification; demonstrates how diversification played out in personal portfolio; demonstrates critical thinking skills discusses importance of diversification; demonstrates how diversification played out in personal portfolio briefly describes importance of diversification and/or how it affected personal portfolio mentions diversification
Company Details
(recommended)
provides compelling, detailed information relevant to report; discusses several of the following: history, company and industry trends, current events, etc.; demonstrates strong critical thinking skills provides detailed information relevant to report; discusses a few of the following: history, company and/or industry trends, current events, etc.; demonstrates critical thinking skills provides detailed information, but less relevant to report; discusses at least one of the following: history, company and/or industry trends, current events, etc.; somewhat demonstrates critical thinking skills provides some information which may or may not be relevant to report; mentions at least one of the following: history, company and/or industry trends, current events, etc. briefly mentions company
Buy/Sell
(optional - mention even if did not buy/sell - discuss)
discusses decision to buy/sell while tracking portfolio; provides compelling reasons; describes impact on portfolio; demonstrates strong critical thinking skills discusses decision to buy/sell while tracking portfolio; provides somewhat compelling reasons; describes impact on portfolio; demonstrates critical thinking skills discusses decision to buy/sell while tracking portfolio; provides reasons; describes impact on portfolio briefly discusses decision to buy/sell while tracking portfolio; either provides reasons or describes im mentions decision to buy/sell while tracking portfolio
Impact/Conclusion
(Students got it!)
compellingly describes impact of program on life and future; compellingly discusses how program affected way of thinking relating to money/investing; demonstrates strong critical thinking skills; relates clearly to rest of report describes impact of program on life and future; discusses how program affected way of thinking relating to money/investing; demonstrates critical thinking skills; relates to rest of report describes impact of program on life and future and/or discusses how program affected way of thinking relating to money/investing; somewhat demonstrates critical thinking skills; relates to rest of report describes impact of program on life and future and/or discusses how program affected way of thinking relating to money/investing; somewhat relates to rest of report somewhat describes impact of program on life and future and/or discusses how program affected way of thinking relating to money/investing
Grammar very strong use of English language, syntax, and grammar strong use of English language, syntax, and grammar average use of English language, syntax, and grammar weak use of English language, syntax, and grammar very weak use of English language, syntax, and grammar
Meets Report Requirements meets all requirements meets most requirements meets some requirements does not meet many requirements does not meet most requirements
 

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