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Materials      (click on the links below to access Project Documents)

Expectations Letter  

This document outlines the project rules and expectations

How to Read Stocks 

This page of information will provide clues on how to read and understand the stock price information you will find.

Clues to Choosing Stocks

This page will provide some limited suggestions to keep in mind as your group tries to decide what stocks to invest in.

Group Resume Letter Template

This template is the model for the first letter your group will write to their client.  This letter will explain to the client why he should invest his money with you.

Initial Investment Portfolio Template

This document will serve as a model for the letter you must send to your client describing how you have invested his money.

Data Tracking Sheet 

This document is to be used to keep track of daily stock prices

Final Portfolio Checklist

This document is intended to serve as a table of contents outline for the final portfolio.

Assignment Schedule

This is the schedule of all dates related to the project.

Presentation Schedule

This is a schedule of presentations (updated midway through semester)

Portfolio Explanation

This will explain what I am looking for in your portfolio.  Use it as a sample Table of Contents.

Presentation Explanation

This is a list of reminders for your group presentations.

Personal Resume Explanation

This is a sample template for a personal resume.
 

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