Personal Investment Portfolio

MACRO ECONOMICS PROJECT

Semester Final
Goal: Students will create a diverse financial portfolio.
Reading
Chapter 16
Investing Unit
Assignment (Optional)
Chapter 16 Stocks and Bonds (you can take the pretest)
Students will read the book the "Facts of Life" by Joseph Kain.
Students will answer a series of questions based on the book.
Financial Portfolio Development
Outcome: Students will:
Create a diverse financial portfolio.
Analyze supply and demand factors, that impact upon the markets. Illustrate the impact
in the market with new articles and supply and demand graphs.
Demonstrate how price is a driving force in the market. Use supply and demand graphs
to show the effect of price.
Develop skills in reading and analyzing market reports.
Use the business mathematics and spreadsheet to track portfolio.
Create a greater awareness of the factors that influence markets
Use economic indicators as guide to how the markets will react as the economy changes.
Understand the effects of internal and external factors that influence the market.
Apply an understanding of the phase of the business cycle to an individual decision as
related to the portfolio.

Assignment (Required)
Students will create a financial portfolio that represents five different investments from
the four markets.
Choose from one of the four markets
Stock,
Commodity
Mutual fund;
Bonds, Treasury bill,
Or note
Create a portfolio that shows the change in the value from day to day of each investment.
Then create your own spreadsheet using this information.
The spreadsheet will consisted of the following items date of investment,
Market of investment,
Symbol of investment,
Daily high, low, and close. Create graph showing the H/L/C or Close from each day.
Chart the % of change over the tracking period. First Monday to last Friday.
This will be used to compare investments between markets.
Students will track their investments from day to day for 4 weeks (20 days).
This means you will record the high, low, and close of each investment each day they
own it. (Mutual funds and Treasury may track only close of the day)
Students will answer question related to the investment
Stocks (stock selection work sheet)
Commodity (commodity selection work sheet)
(Only related to one of your investments)
Students will also record a factor that may have influences a change in the price of the
investment.
(Factors for only one investments)
These should be record on the spreadsheet along with the daily changes.
Students will use the concept of supply and demand to illustrate changes in the price of
the individual invest they have chosen.
Collecting 15 news articles related to their investments and drawing supply or demand
graph illustrating the influences.