Project: Investing 101

Teacher: Kara Jostes
School: Trail Ridge Middle School
Location: Longmont, Colorado USA
Start Date: 09/23/2013
End Date: 12/19/2013
Project Plan
Unique Requests of
Participating Mentors:

We are looking for mentors who have an interest in helping students develop an understanding of the stock market and develop stock portfolios that yield financial growth over a period of time.

Description:

This project will help students develop a sense of financial responsibility. Students will learn how to make their money grow by building a stock portfolio.

Benchmarks:

Students will write, read, and evaluate expressions with variables. Students will fluently add, subtract, multiply, and divide multi- digit numbers. Students will solve real- world and mathematical problems. Students will represent and analyze relationships between dependent and independent variables. Students will find percent of a quantity as a rate per 100. Students will use coordinate grids and graph ordered pairs.

Duration:

16

Grade Level:

6

Content Area:

Math

Student Outcomes:

Students will be able to show their understanding in a financial portfolio proving they can do a variety of tasks including: graph profit and loss of money, research the best investments for short term and long term growth, read stocks prices, create equations to determine possible money gain over time, find net percent gain and loss.

Evaluation of
Student Outcomes:

Students will create a financial portfolio showing their understanding of personal finance. In addition, students will write a final letter to their mentor, which will include a self-evaluation of the project, including what the student did well, what he would like to have done to improve upon the project, and what the mentor contributed to the project.

Teacher Role:

Teacher will aid students in research and stock readings. Teacher will create guidelines for students to follow during the Money Tree. Teacher will evaluate student products.

Mentor Role:

Mentor will aid students in possible investment opportunities, how to best grow their money through stocks and other investment opportunities.