Distance Learning - Week 2 Lesson Plan

Introduction:

The Stock Market Game presents an opportunity for students to learn by doing.  The simulation by itself must be supplemented with learning opportunities and a willingness to reflect on decision to really be an effective learning tool.  It is imperative that a new investor learn that it is almost impossible to time the market, although many believe you can.  There are strategies that will help allow an investor to manage his/her investments regardless of the market circumstances.

Overview:

This week's activities are designed to help you apply your learning in a stock market game.  This opportunity will allow you to learn as you go.  You will make investment decisions and reflect on the quality of that choice. You will also learn practical strategies that you can use as an investor.

These activities are designed to take 30 minutes or less per day; the equivalent of 2.5 hours for the week.  Please communicate with me if you are having difficulties or are feeling overwhelmed.  I've got your back in all of this...I PROMISE.

Office Hours:

1. Monday - Friday (10:00 - 10:30 am & 2:00 - 2:30 pm)
2. By Appointment (Message me via Schoology to Request a Meeting)

Activity 1: Intro to the Stock Market Game

1. Stock Market Game Signup
2. Make your first investment
3. Create a Flipgrid to share your decisions

Activity 2: Buy & Homework

1. Buy & Homework Video - Watch for understanding
2. Buy & Homework Flipgrid

Activity 3: Stock Investing Perspective

1. Video with Assignment

Intro to the Annual Report

EQ - How does an annual report help me analyze a stock?

1. Review:
1. Types of Risk
2. How does the Annual Report help you identify risk?
2. Overview of the Annual Report
1. Bank of America - Mini Case Study
2. Review Question
3. How to Solve the Puzzle
1. What is an annual report?
2. What do the Financial Statements tell you?
3. Is there actually good/useful info in these reports?
4. Review Question
4. Introduction to Financial Statements (Links on Schoology)
1. TPS - Define: Income Statement, Balance Sheet, Statement of Cash Flows
2. Collaborative Groupings (Jigsaw)
3. Research & Create
4. Present
5. Q&A
6. Review Question
7. Intro to Jim Cramer's Stock Worksheet

Types of Investments

EQ - How are the various types of investments different?

1. Activator - 25 Things Review
1. Identify the 3 most important items on your list
2. Discuss these as a group
3. Share with the class
2. Independent - Vocabulary Preview
1. TPS Splashdown: Make a list of the investments that you know.
2. Distribution of Graphic Organizer and Notes 
1. Actively Read and prepare questions to discuss
2. Complete the G.O.
3. Collaboration - Discussion
1. Describe each of the types of investments
2. Rank the types of investments from riskiest to least risky
3. Develop at least 3 key questions to help you grow your understanding.
4. Direct - Class Conversations
1. Q & A
2. Risk discussion
5. AP - Collaborative Learning Project (Schoology)

Class 2 - Impact of Inflation

EQ - How does inflation impact a person's decision to invest?

1. Activator: The impact of inflation
1. Choose your birth year from this website
2. Find the costs of basic items during your birth year and write them down.
3. Compare those prices to today's prices.
4. Calculate the increase in the expense
2. Inflation
1. Impact of inflation on savings
2. Discussion Question:  What does this mean for you?
3. Inflation Calculator
1. If you saved $10,000 on your birthday, what would it be worth today?
3. How can investing help you overcome the impact of inflation?
1. What level was the S&P 500 closest to your birthday?
2. How much has it grown since then?
3. If you invested $10,000 into the stock market on your birthday, what would it be worth today?
4. Return Calculator
4. Discussion Question - What does this mean to you?
5. Collaborative Group Research - 25 Things People Should Know About Investing
6. Class Survey (Schoology)

Class 1: Show Off

EQ - What do I need to know right away to become successful?

1. Introduction & Welcome
2. Hybrid - 20 minute rotations
1. Direct - Discussion: What do you remember from Personal Finance?
2. Independent - Vocab & Concept Review
3. Collaborative - Create a list of Financial Rules to become financially stable.
3. Conclusion/Debriefing
1. Discussion
2. Expectations
3. Goals
4. Homework - Survey

Types of Investments

Direct - Independent Project Q & A

Independent - Discuss the Independent 

Collaboration - Types of Investments Project

Prepping to Invest

EQ - How do I prepare to invest?

1. Activator - Budget Review
2. Collaborative Pairs - Typical Millenial Spending Plan
3. Discussion Prompt - If this is the reality of the most recent generation to reach adulthood, how can they possibly invest?
4. Independent - Watch the video and summarize what it is suggesting.
5. Try It Together
6. Return to Collaborative Pairs & use the tip presented to eliminate debt for the typical millenial.
7.  TOD - 
1. Using what you have learned in class today, answer the EQ.
2. Write 2 questions you have.

Class 1: Show Off

EQ - What do I need to know right away to become successful?

1. Introduction & Welcome
2. Hybrid - 20 minute rotations
1. Direct - Discussion: What do you remember from Personal Finance?
2. Independent - Vocab & Concept Review
3. Collaborative - Create a list of Financial Rules to become financially stable.
3. Conclusion/Debriefing
1. Discussion
2. Expectations
3. Goals
4. Homework - Survey

Stock Market Game

EQ - How do I capitalize on my investment decisions?

1. Please continue playing the Stock Market Game
2. Use the following websites to help you
1. www.weseed.com
2. www.morningstar.com
3. www.cnbc.com
4. www.fool.com
5. www.finance.google.com
6. www.wsj.com
7. www.marketwatch.com
3. Remember to record your transactions including the following:
1. Purchase Price
2. # of shares purchased
3. Selling Price
4. # of shares sold

Market Conditions

EQ – What events have affected the day’s market levels?

1.      Access cnbc.com

2.      Analyze the market for today – Is it up? Is it down? Why?

3.      Compose a half page, typed response to explain your answers

4.      You must type in Calibri font size 12 and double space your text.

5.      Print your response when finished

Gotta Know When To Hold 'Em; Know When To Fold 'Em

EQ - How does Kenny Rogers song help us while investing in the stock market?

1. Kenny Who? That old guy right there
                                                    ---->
2. His Song
3. Hold 'Em (Buy or Hold)
• Buy What You Know
• Strong Businesses (Brands)
• Go Against The Grain (The Pendulum Effect)
• Pull-back Opportunities
• Strong Financials
4. AND THE MOST IMPORTANT
• A sustainable competative advantage
• Tons of Cash - Balance Sheet & Cash Flows
• Strong Leadership
5. Fold 'Em (Selling your position)
• Opportunities
• Business Change
• Valuation
• Mistake
• Losing Sleep

Class 2: Money and Its Uses

EQ – Why might you choose to invest money rather than spend it?

1. Activator – History of money and common transactions
2. Uses of Money
3. Opportunity Cost
4. Cooperative Pairs – Compare Savings Accounts
5. TOD – 1/4 sheet – Answer the EQ

Class 1: Introduction to Investing Opportunities

EQ - What is the essential question for this class period?

1. Syllabus Review
2. Activator - Create a Group Spending Plan
3. Discuss Spending Plans
4. Paying Yourself First
5. TOD - Develop an EQ for today's lesson?

More ETF Info

http://www.fool.com/investing/etf/index.aspx

Class 4 - Defining a Company

EQ – What basic information should I know about a company before I invest?

1. Activator: What is a company?
2. Public v. Private Companies
3. Going Public – The IPO
4. Case Study: Going Ga-Ga for Google
5. Class discussion

Class 3 - Functions of Banks

EQ – What are the functions of banks?

1. Activator: Class Splashdown – Banks your families use
2. Compare Bank Savings Accounts
3. Collaborative Pairs: Level 1 Lesson 1 weseed.com
4. Class Debriefing
5. Case Study

Class 2: Money and Its Uses

EQ – Why might you choose to invest money rather than spend it?

1. Activator – History of money and common transactions
2. Uses of Money 
3. Opportunity Cost
4. Cooperative Pairs – Compare Savings Accounts
5. TOD – 1/4 sheet – Answer the EQ

Class 1: Introduction to Investing Opportunities

EQ – Why is it import to understand the costs of living?

1. Syllabus
2. Activator: Realistic Budget Activity
3. Discussion – Opportunity Cost, Emergency Fund
4. CP – Describe when someone in your group has experienced a financial choice. What did you do and why did you do it?
5. TOD – Answer the EQ and explain how opportunity cost can affect our saving decisions.

EQ – How is my portfolio performing today?  What changes should I make to my portfolio to gain the best return on investment?

1.      Access your portfolio at www.weseed.com

2.      Work independently to update your investment journals (Answer the EQ & Explain your research)

a.       Docs.student.donegal.k12.pa.us

b.      Log in with Power School Account info

c.       If you do not have access, you must write a journal entry by hand

Jim Cramer to the Rescue

Cramer Addresses the concept of Risk and Reward in this interesting video