1 of 103

Class Setup (Teacher Eyes)

The next slideshow how to set up your class for a simulation, where students will be given $10,000 a Week For Sector Investments

2 of 103

Set up your class using the Administration Dashboard:

  • Include only Stock Market
  • Select Custom
  • Set your dates
  • No Forum
  • Pre Test Up to you?

3 of 103

Customize Settings

  • Initial CASH - $1.00 0r $10
    • Only give them the minimum so you can onboard them before they start buying.
  • Weekly Deposit - $10,000
  • Limit 5 Trades/Day (choice)
  • Require Student To Make Trade Notes

$1.00

4 of 103

  • Next Page, no changes if you don’t want to.
  • Probably recommend you take of Mutual Funds and Bonds

5 of 103

Assignment Page

  • I select 2
    • Stock Market Basics
    • Navigating the Site(Video)
  • You can go back and select an assignment anytime you want.
  • I would add something every week.
  • Make sure you select allow retries

6 of 103

Just created a spreadsheet and pasted info and put your name beside, no other info is needed simple.

7 of 103

8 of 103

What Students Will See

Assignment Page

  • Students will need to complete 2 assignments.

9 of 103

Navigating Site Video - Dashboard

Change Language / Top Stocks / Tutorials How To Trade

10 of 103

Your Portfolio Breakdown

11 of 103

Contact StockTrk - Teacher Use

12 of 103

Trading - Make A Trade

13 of 103

Trading - Making A Note

14 of 103

Investing By Sectors

15 of 103

16 of 103

Generic Overview οΏ½Remember for Applied B&M we are doing the stock market game with customized settings.

After you watch the above video, start a class and customize it by watching this one.

Highly recommend, have a few students in to onboard them the first time, instead of an entire class. If you have issues contact: HΓ©loΓ―se Frison

Account Manager, hfrison@stocktrak.com // Complete Teacher Guide PFL

17 of 103

18 of 103

To Invest YOU!! need to first have an understanding of what a company is

What a share of stock represents

The relationships to products and services.

After this is mastered, then it is easier to understand what a stock exchange is, and how to play The Stock Game - Check out the stock screener, click change, I bet you find a company that is down 20% for the day - what do you do buy or sell?

19 of 103

  • How are business different?
  • What companies can I buy stock in.
  • Research and search one company you would like to buy.

20 of 103

Company:

A business formed to manufacture or supply products or services for profit. Most companies are very small and have only one location like the little restaurant, dry cleaner, flower shop, or nail salon at the local street corner.

Other companies have 10,000+ locations or sell their products and services globally.

These may be companies you see every day like NABISCO, which is owned by a company named Mondelez International – ticker symbol MDLZ that makes Oreos, or MCDONALDS MCD.

21 of 103

Entrepreneur: A person who has a creative or unique vision for a product and services, and then creates and launches a business. The entrepreneur typically assumes the risk and rewards for a business venture. (Shark Tank)

Sole Proprietorship: A company owned and run by one individual who receives its profits or bears its losses. A proprietorship is not separate from its owner, who is liable for the company debts.

22 of 103

Partnership: A company owned and managed by two or more people who share its profits or losses. A partnership is not separate from its owners, who are liable for the company’s debts.

Why would a person want to find a partner to start a business?

23 of 103

Private Corporation:

Some entrepreneurs, sole proprietors, and partnerships decide to incorporate.

This means that they establish a separate legal entity.

The main reasons to incorporate are

(1) if someone decides to sue the company, they would be suing the corporation and not the individual owners (2) it is easier to raise money to grow the business

(3) for tax reasons.

The corporation issues shares of ownership (also called stock) to show who owns what percentage of the corporation. Most corporations don’t sell shares to the public.

You can’t buy shares of a private company in the stock market. Here are some examples of what are known as privately held companies such as: CARGILL, which makes agricultural products, KOCH INDUSTRIES, which is in many businesses, such as transportation fuels, building and consumer products, and fertilizers, among others., IN AND OUT BURGER, which is a fast food chain, mostly in California, AND MARS, which makes Mars Chocolate bars and other candies.

24 of 103

25 of 103

Public Corporation:

Larger companies that want to grow quickly often find it easier to sell some of their shares to the public to raise money. The stock of a public company is owned and traded by individual and institutional investors.

The stock may also be held by company founders, employees, and sometimes venture capitalists, which are people who invest in new businesses that are just getting started.

MCDONALDS Ticker symbol: MCD, VERIZON Ticker Symbol: VZ, Ticker symbol MICROSOFT (MSFT) are all examples of public companies that make products that you may us

26 of 103

Stock Exchange:

Once a company goes public, then the shares of that stock trade on one of the major U.S. stock exchanges (The New York Stock Exchange, the American Stock Exchange, and NASDAQ).

The stock exchange is like a flea market where buyers and sellers come together and the buyers try to get an item for as low a price as possible and the sellers try to sell an item for as high as possible.

27 of 103

Activity

You and a partner are going to research one stock on your handout- Complete Your Handout - INVESTMENT RESEARCH / Stock Screener

https://app.personalfinancelab.com/content/index?url=stock-screener

28 of 103

  • What company did you select and why?
  • Do you think you will want it to be part of your portfolio?
  • What Sector is it from?

29 of 103

Sectors of the Market

30 of 103

THINK ABOUT

What is a stock exchange?

οΏ½Explain it to someone at your table.

οΏ½What makes the stock exchange important to building wealth?

31 of 103

If you bought apple stock instead of every version of the iphone how much money would you have today?

    • iPhone (2007): $499
    • iPhone 3G (2008): $199
    • iPhone 3GS (2009): $199
    • iPhone 4 (2010): $199
    • iPhone 4S (2011): $199
    • iPhone 5 (2012): $199
    • iPhone 5S (2013): $199
    • iPhone 6 (2014): $199
    • iPhone 6S (2015): $199
    • iPhone 7 (2016): $649
    • iPhone 8 (2017): $699
    • iPhone X (2017): $999
    • iPhone XS (2018): $999
    • iPhone 11 (2019): $699
    • iPhone 12 (2020): $799
    • iPhone 13 (2021): $799
    • iPhone 14 (2022): $799
    • iPhone 15 (2023): $799
    • iPhone 16 (2024): $999

Sum of all iPhone prices: $11,033

$236,039,690

as of 09/12/2024

See the Calculations

32 of 103

  • Understand Sectors & present a 20 second overview to the class.
  • Research the Energy Sector Stocks and prepare for my $10,000 investment next week. Stock Game Plan

33 of 103

Google: Finance Yahoo Sectors

34 of 103

35 of 103

Quick Activity: "Stock Market Sector Match-Up"

  1. Preparation (1 minute):
    • Divide the class into 11 groups, assigning each group one of the 11 sectors of the stock market (e.g., Energy, Financials, Healthcare, Technology, etc.).
  2. Instructions (1 minute):
    • Each group will come up with a brief description of their assigned sector (a few sentences summarizing the sector's focus and types of companies involved).
  3. Group Task (6 minutes):
    • Each group discusses and identifies at least two companies they think belong to their assigned sector.
    • They should also note down one product or service offered by each company.
  4. Quick Presentations (2 minutes):
    • Each group gives a 15-20 second summary to the class, sharing the sector, the companies they chose, and the products or services those companies offer.

Google: Finance Yahoo Sectors

36 of 103

Activity

In the SMC you are going to be given $10,000

Each Friday we will look at a different sector and you will invest $10,000 in that sector.

Next Friday you will make your first transactions in the Stock Market Challenge and you must buy 2 Energy Sector Stocks.

37 of 103

Activity 2

Today you and a partner are going to research energy sector stocks & complete the Stock Game Plan for Week.

Columns (I) will give you a total of each stock purchase and column (J) will add up the investment for the week. (make a copy for your team)

You will be using the stock screener to make your selections (Google: HTMW Stock Screener)

Hit Filter Button to Select Sector

38 of 103

Open the Document, make a copy for your team and carefully investigate your two stocks for the week. - https://docs.google.com/spreadsheets/d/13ENPwOXlyb1egtq1aNnQ2MKtMe1F_T-JK9EQUslL49U/copy

39 of 103

  • What stocks do you plan on buying next week and why?

40 of 103

BEFORE NEXT FRIDAY, YOU CAN STILL RESEARCH

41 of 103

Students Must Be Logged Onto Personal Finance Lab

Make sure you have created your account and have your class ready to go:

You should have received a link to share with your students you can put in schoology. Have students use Initial first name and last name.

42 of 103

MATERIAL SECTOR

43 of 103

Winning Team Will get a 1st Place Certificate

All Active Participants will get Certification Certificate

44 of 103

  • With your Trading Partner list 6 materials found in these products.
  • When do you think it would be a great idea to invest in these products?
    • Recession or Expansion

45 of 103

  • Understand the Material Sector
  • Log into PFL and purchase your 2 Energy Stocks WK 1
  • Investigate your Material Sector Stocks and complete the Stock Game Plan for Week 2. οΏ½You and Your Teammate should have already made a copy.

46 of 103

Login to SMC with your partner and make your purchase that you investigated last week.

YOU CAN ONLY INVEST $10,000.

47 of 103

  • Investigate your Material Sector Stocks and complete the Stock Game Plan for Week 2 purchase next Friday.
  • Remember on $10,000οΏ½You and Your Teammate should have already made a copy.

48 of 103

  • How did your portfolio do last week?
  • What stocks do you plan on buying next week and why?

49 of 103

50 of 103

  • Industrial products aren’t usually bought my consumers, they are bought by business for making or building a product. Is there any your recognize?
  • Can you think of any that you don’t see?
  • When do you think it would be a great idea to invest in these products?
    • Recession or Expansion

51 of 103

  • Understand the Industrial Sector
  • Log into PFL and purchase your 2 Material Stocks WK 2
  • Investigate your Industrial Sector Stocks and complete the Stock Game Plan for Week 3. οΏ½You and Your Teammate should have already made a copy.

52 of 103

Login to SMC with your partner and make your purchase that you investigated last week.

YOU CAN ONLY INVEST $10,000.

53 of 103

  • Investigate your Industrial Sector Stocks and complete the Stock Game Plan for Week 3 purchase next Friday.
  • Remember on $10,000

54 of 103

  • How did your portfolio do last week?
  • What stocks do you plan on buying next week and why?
  • What is your best performing stock?

55 of 103

56 of 103

Quickly split into 10 groups.

You have 10 minutes to answer these three questions about your company.

  • What service(s) does each company provide?
  • Where is the company headquartered?
  • How long has the company been in operation?

  • ExxonMobil
  • Chevron
  • BP (British Petroleum)
  • Royal Dutch Shell
  • Total Energies

  • ConocoPhillips
  • NextEra Energy
  • Duke Energy
  • Dominion Energy
  • Phillips 66

57 of 103

  • Understand the Utilities Sector
  • Log into PFL and purchase your 2 Industrial Stocks WK 3.
  • Investigate your Utilities Sector Stocks and complete the Stock Game Plan for Week 4. οΏ½You and Your Teammate should have already made a copy.

58 of 103

Login to SMC with your partner and make your purchase that you investigated last week.

YOU CAN ONLY INVEST $10,000.

59 of 103

  • Investigate your Utility Sector Stocks and complete the Stock Game Plan for Week 4 purchase next Friday.
  • Remember only $10,000!!!οΏ½

60 of 103

  • How did your portfolio do last week?
  • What stocks do you plan on buying next week and why?
  • What is your best performing stock?

61 of 103

62 of 103

Match the Health Care Company with their product or innovation (You may use the internet)

63 of 103

64 of 103

  • Understand the Health Sector
  • Log into PFL and purchase your 2 Utilities Stocks WK 4.
  • Investigate your Health Care Sector Stocks and complete the Stock Game Plan for Week 5. οΏ½You and Your Teammate should have already made a copy.

65 of 103

Login to SMC with your partner and make your purchase that you investigated last week.

YOU CAN ONLY INVEST $10,000.

66 of 103

  • Investigate your Health Care Sector Stocks and complete the Stock Game Plan for Week 5 purchase next Friday. Remember only $10,000!!!οΏ½

67 of 103

  • How did your portfolio do last week?
  • What stocks do you plan on buying next week and why?
  • What is your best performing stock?

68 of 103

69 of 103

Match the Finance Company with their product, slogan or innovation (You may use the internet)

70 of 103

71 of 103

  • Understand the Financial Sector
  • Log into PFL and purchase your 2 Healthcare Stocks WK 5.
  • Investigate your Financial Sector Stocks and complete the Stock Game Planfor Week 6. οΏ½You and Your Teammate should have already made a copy.

72 of 103

Login to SMC with your partner and make your purchase that you investigated last week.

YOU CAN ONLY INVEST $10,000.

73 of 103

  • Investigate your Financial Sector Stocks and complete the Stock Game Plan for Week 6 purchase next Friday. Remember only $10,000!!!οΏ½

74 of 103

  • How did your portfolio do last week?
  • What stocks do you plan on buying next week and why?
  • What is your best performing stock?

75 of 103

76 of 103

Select 3 products and brainstorm which companies might make these products and how how do you think the demand for these products could impact stock prices.

77 of 103

  • Understand the Consumer Durables Sector
  • Log into PFL and purchase your 2 Finance Stocks WK 6.
  • Investigate your Consumer Durable Sector Stocks and complete the Stock Game Plan for Week 7. οΏ½You and Your Teammate should have already made a copy.

78 of 103

Login to SMC with your partner and make your purchase that you investigated last week.

YOU CAN ONLY INVEST $10,000.

79 of 103

  • Investigate your Consumer Durables Sector Stocks and complete the Stock Game Plan for Week 7 purchase next Friday. Remember only $10,000!!!οΏ½

80 of 103

  • How did your portfolio do last week?
  • What stocks do you plan on buying next week and why?
  • What is your best performing stock?

81 of 103

If you were preparing for a big storm or an emergency and could only buy 7 things from the grocery store, what would they be?

82 of 103

Quickly scan through this video and see consumer staples stock over the years.

83 of 103

  • Understand the Consumer Staples Sector
  • Log into PFL and purchase your 2 Consumer Durables WK 7.
  • Investigate your Consumer Staples Sector Stocks and complete the Stock Game Plan for Week 8. οΏ½You and Your Teammate should have already made a copy.

84 of 103

Login to SMC with your partner and make your purchase that you investigated last week.

YOU CAN ONLY INVEST $10,000.

85 of 103

  • Investigate your Consumer Staples Sector Stocks and complete the Stock Game Plan for Week 8 purchase next Friday. Remember only $10,000!!!οΏ½

86 of 103

  • How did your portfolio do last week?
  • What stocks do you plan on buying next week and why?
  • What is your best performing stock?

87 of 103

When it comes to investing, few sectors capture the imagination quite like technology. Innovations in software, hardware, and everything in between have reshaped our world in recent decades. Companies in the tech sector often promise the allure of high growth, massive scalability, and societal impact.

What Makes Tech Stocks Different?

88 of 103

Hype and Sentiment

There’s often a lot of hype surrounding tech stocks, particularly those in emerging fields like artificial intelligence, electric vehicles, or space travel. This hype can inflate stock prices beyond what’s supported by the fundamentals, making them riskier investments.

Shorter Track Records

Many tech companies are relatively new and may not have the long financial histories that more traditional companies do. This makes it harder for investors to assess their long-term viability and adds an element of risk.

89 of 103

  • Understand the Technology Information Sector
  • Log into PFL and purchase your 2 Consumer Staples WK 8
  • Investigate your Information Technology Sector Stocks and complete the Stock Game Plan for Week 9. οΏ½You and Your Teammate should have already made a copy.

90 of 103

Login to SMC with your partner and make your purchase that you investigated last week.

YOU CAN ONLY INVEST $10,000.

91 of 103

  • Investigate your Information Technology Stocks and complete the Stock Game Plan for Week 9 purchase next Friday. Remember only $10,000!!!οΏ½

92 of 103

  • How did your portfolio do last week?
  • What stocks do you plan on buying next week and why?
  • What is your best performing stock?

93 of 103

Quote / Hint

Company

"The happiest place on Earth, now streaming everywhere."

Disney

"Connecting people and businesses with its fiber network."

AT&T

"Think beyond posts; it's all about instant stories now."

Meta (Facebook)

"From tweets to posts, the world shares here in 280 characters or less."

X (formerly Twitter)

"Bringing your favorite movies and shows in a single app."

Netflix

"Powering your favorite search engine and email."

Google (Alphabet)

"Home to NBC, MSNBC, and Universal Studios."

Comcast

"Your go-to place for affordable cell plans."

T-Mobile

"Online shopping meets video streaming and cloud services."

Amazon

"Call, text, and surfβ€”wireless without limits."

Verizon

94 of 103

What is your favorite streaming service?

VHS Tapes, DVD’s, Streaming, What is NEXT?

95 of 103

  • Understand the Technology Information Sector
  • Log into PFL and purchase your 2 Information Technology WK 9
  • Investigate your Communication Sector Stocks and complete the Stock Game Plan for Week 10. οΏ½You and Your Teammate should have already made a copy.

96 of 103

Login to SMC with your partner and make your purchase that you investigated last week.

YOU CAN ONLY INVEST $10,000.

97 of 103

  • Investigate your Communication Technology Stocks and complete the Stock Game Plan for Week 10 purchase next Friday. Remember only $10,000!!!οΏ½

98 of 103

  • How did your portfolio do last week?
  • What stocks do you plan on buying next week and why?
  • What is your best performing stock?

99 of 103

  • Understand the Technology Information Sector
  • Log into PFL and purchase your 2 Communication Service WK 10
  • Investigate your Real Estate Sector Stocks and complete the Stock Game Plan for Week 11. οΏ½You and Your Teammate should have already made a copy.

100 of 103

Login to SMC with your partner and make your purchase that you investigated last week.

YOU CAN ONLY INVEST $10,000.

101 of 103

  • Investigate your Real Estate Sector Stocks and complete the Stock Game Plan for Week 11 purchase next Friday. Remember only $10,000!!!οΏ½

102 of 103

  • How did your portfolio do last week?
  • What stocks do you plan on buying next week and why?
  • What is your best performing stock?

103 of 103

From now until the end of the game you can buy or sell from whatever sector you want.