Market Madness                   Final Portfolio Checklist

Arrange the following items in the order listed below:

1:  Cover Page - include company name, logo, officers

2:  Table of Contents with Page/ Section Numbers

3:  Copy of letter sent to client describing how you invested his money 

4:  Copy of  Corporate Resume  

           (this letter described why the client should  give you his money to 

             invest)

5:  Individual Resume’s for all members of company

6:  Summary essay and recommendation for future investments

          (this essay is a cooperative essay which summarizes the

           financial activity of the client’s account - profit/loss per

           stock, etc. - and makes recommendations for the future.)

7:  All stock information gathered for each stock invested in

          (this section will be substantial, including corporate histories,

          charts and graphs of performance, any other relevant

          information.)

8:  Appendices:

·             Any graphs, charts, checks, overhead transparencies, etc. that relate to the project.

9:  Individual project evaluations (CONFIDENTIAL)

          THESE WILL BE TURNED IN SEPARATELY

·        Each member of the team must write a 2 page essay

           summarizing their individual experience on the project.

·         Summaries must include an analysis of individual

performance, group performance and effectiveness,

and recommendations for how the teacher handles the

project in the future.

·        Be sure to include an estimate of the amount of time you spent as a group and an estimate of your individual time invested.

              Be Honest and Fair