Performance Task:

Students will choose stocks they would invest in with no more than $10,000 and no less than
$9,000. They can choose up to four different stocks with as many shares of the stock as they see
fit and will follow their stocks for a week. At the end of the one week period, the students will
calculate and write a summary of how well their stocks did and how it would have affected
someone if they had truly invested in those stocks. Also, students will evaluate which stocks
would have been a better choice to invest in over the week.

Other Subject Standards that go with it:

Common Core Mathematics

CCSS.Math.Content.7.NS.A.3
Solve real-world and mathematical problems involving the four operations with rational
numbers.

CCSS.ELA-Literacy.W.11-12.2
Write informative/explanatory texts to examine and convey complex ideas, concepts, and
information clearly and accurately through the effective selection, organization, and
analysis of content.

The Math standard also goes along with a worksheet and sample problems I had them do in
class.
This is the worksheet:

Name________________________________ Period_______________________
Do these problems to the best of your ability, making sure to complete them.
This will be a daily/ participation grade.
1. If you have 15 shares of stock from Company Y and the price has gone up
by $6, how much money have you made from that stock in total?
2. If you have 18 shares of stock from Company Y and the price has gone
down by $16, how much money have you lost from that stock in total?

3. You bought 12 shares of stock from Company X. You bought the stock for
$90 per share. Company Xs stock prices have gone up to $105 per share.
What percentage did the stock change? What amount of money did your 12
shares of the stock earn collectively?

4. You bought 15 shares of stock from Company X. You bought the stock for
$140 per share. Company Xs stock prices dropped to $108 per share. What
percentage did the stock change? What amount of money did your 15 shares
of the stock lose collectively?

5. If your 32 shares of stock have dropped 27% in price and they started out
at $54, what is the current price of the stock? How much money have your
shares of stock earned or lost in total?
6. If your 24 shares of stock have gone up 16% in price and they started out
at $48, what is the current price of the stock? How much money have your
shares of stock earned or lost in total?
This is the daily lesson plan for the end of the performance task:

Daily Lesson Plan

Your daily plans should include the following:
Day: (Day 8)
Objectives:
Critique how their stocks performed and create a summary of stock performance and other stocks
they wish they would have invested in and why. (DOK 4)

Materials:
Stock Portfolio model I have done for the week as the students have followed their own stocks
Calculator

Bell Ringer: (optional)

Opening (Set): (~5 min)

Ask students to get their stock market portfolios out so they can see how well their stocks did.

Learning Tasks (Procedures):

A. Bring up the stock page online to make sure students are current on their stocks.
B. Show students your model of a Stock Market portfolio.
C. The students should add up how much money they made or lost on their stocks if they were to sell their stocks
today.
D. The one who made the highest amount in each class will get a payday candy bar. The overall winner gets a
hundred grand candy bar.
E. The students will write a summary of how their stocks did and what they would have done differently, including
buying different stocks.

Closure:
Students will break into pairs to give each other a 60 second spill on their stocks and what they learned by following
them. Each student in a pair will get 60 seconds. All groups will go at the same time. Each pair of students will then
say one thing they learned about stocks by following them to the class.

Differentiated Instruction:
Enrichment: What will you do to challenge students? I will get them to help other students with their
calculations once they have finished.
Intervention (students struggling or in the tier process/response to intervention): What will you do to
support/remediate learners? They will be able to ask me or other students for help.
Accommodation (Students in Special Education with IEP): What will you do to accommodate students? I
will let them chip in where they are comfortable, and I will be walking around the classroom checking on
student progress.
This is the rubric for the performance task:

Title of 1 2 3 4
Graded
Section
Money Spent The student The student The student The student
has spent has spent has spent spent
below $4,000 between between between
or above $10,000 and $4,000 and $9,000 and
$15,000 on $15,000 on $9,000 on $10,000 on
their entire their portfolio. their portfolio. their portfolio.
portfolio.
Number of The student The student The student The student
Stocks chose only chose only chose only invested in
Invested in one stock to two stocks to three stocks four stocks.
invest all of invest all of to invest all of
their money in their money their money
by buying in. in.
multiple
shares.
Summary The student The student The student The student
gives an gives only one only explains explains how
explanation or two how their their stocks
not dealing sentences stocks performed
with their that show a performed or and how it
portfolio at all. little how it would would have
understanding have affected affected
. someone who someone who
invested real would have
money in invested real
paragraph money in
form, meaning paragraph
a minimum of form, meaning
five a minimum of
sentences. five
sentences,
showing that
they
understand
what they are
saying.
Evaluation of The student The student The student The student
Stocks says that only says only compares compares all
other stocks which of their their worst of their stocks
would have stocks did stock with with others
been better, best. other stocks and says
but gives no that did which stocks
examples of better. would have
better stocks. given them a
bigger return.

This grade will be taken as a percentage. I will take your total number of
points and divide by the total number of points and multiply that by 100. The
percentage will be your grade.
Grade: ___/16 = ______%

This is the daily lesson plan for the worksheet:

Daily Lesson Plan

Your daily plans should include the following:
Day: (Day 7)
Objectives:
Analyze the parts of problems they are having trouble with. (DOK 4)
Interpret what they have learned from the math and analyze how well their stocks are
performing. (DOK 3)

Materials:
Word problem worksheet to make sure they understand

Bell Ringer: (optional)

Make a word problem like any of the ones we went over yesterday.

Opening (Set): (~5 min)

Explain to students that it is important that they be able to do the math because it can affect their finances, especially
if they have anything to do with the stock market. Ask students who among them

Learning Tasks (Procedures):

A. Go over the parts of the word problems the classes seemed to be having the most trouble with.
B. Ask students if they still need more of an explanation.
C. Get them to use the word problems to assess how well their stocks are doing by percentage to reinforce the
concept.
D. Pass out the worksheet with the problems for them to work and go over the instructions.
E. They must turn the worksheet in so I can analyze and see who may need a little more help before the test.
F. The worksheet will count as a participation grade, not as a grade for correctness.

Closure:
Ask the students to take a scrap of paper and write stop if they are totally confused with the lesson, go if they are
ready to move on with the lesson, or proceed with caution if they need clarification on something. Make sure they
write down what they need clarification on. Make sure they turn the paper in to you.

Differentiated Instruction:
Enrichment: What will you do to challenge students? I will choose them to explain how they did problems
to other students.
Intervention (students struggling or in the tier process/response to intervention): What will you do to
support/remediate learners? I will allow them extra time to complete the worksheet.
Accommodation (Students in Special Education with IEP): What will you do to accommodate students? I
will allow them extra time to complete the worksheet, including coming in later in the day to finish.