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INSTRUCTIONS
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Watch our Explainer Video to see how the steps below can be done!
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1. Go to File > Make a Copy of this spreadsheet
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2. Go to the Visualizer Tab (Tab 2 of the spreadsheet) and add your student "roster" into column B
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Round 1
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3. Sort the range in columns A and B by column A (this will assign stocks to each student randomly)
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4. Discuss Round 1 - Individual Companies using the discussion prompts from the activity worksheet
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Round 2
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5. Pair students in breakout rooms or private chat to begin Round 2 - Compare Companies
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6. Students must calculate a basic average return for their 2 combined stocks
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7. Students return from breakouts / private chats; have them report their averages to you
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8. List their average returns in Column F (in any order)
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9. Note that the Round 2 returns have now populated into a new chart
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10. Discuss Round 2 - Compare Companies using the discussion prompts from the activity worksheet
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Round 3
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11. Put students into breakout rooms or private chats of 4-6 students to begin Round 3 - Create a Small Mutual Fund. [VERY IMPORTANT: The original pairs from Round 2 must stick together.]
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12. Students must calculate a basic average return for their combined stocks
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13. Students return from breakouts / private chats; have them report their averages to you
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14. List their average returns in Column G (in any order)
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15. Note that the Round 3 returns have now populated into a new chart
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16. Discuss Round 3 - Create a Small Mutual Fund using the discussion prompts from the activity worksheet
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Round 4
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17. Students remain as a whole group during this round. They observe what happens when all 30 stocks are combined into one fund and what the average return is.
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18. Discuss Round 4 - Create an Index Fund using the discussion prompts from the activity worksheet
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