Investment Firm Stock Market Competition
“I like thinking big. If you're going to be thinking anything, you might as well think big!” – Donald Trump.
What you could do with a large sum of money?? Do you know how to let your money make you money?? Ever wonder how the
Stock Market works or what makes a good stock?? Well the time is now for you to find out!! The S.T.A.R.S. Academy introduces the
S.T.A.R.S. Investment Firm Stock Market Competition.
WHAT – The S.T.A.R.S. Investment Firm Stock Market Competition
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S.T.A.R.S. students from 6th grade and up will each get the chance to serve as their own Portfolio Manager for the S.T.A.R.S.
Investment Firm in charge of $50,000 in simulated funds. Each Portfolio Manager will be awarded $50,000 in simulated funds to
invest in any 5 stocks that they choose. At the end of the competition awards will be presented to the top 3 Portfolio Managers.
WHEN – The competition begins in January and ends in May with the winners announced and prizes given during the S.T.A.R.S.
end of year Party.
Competition & Portfolio Rules:
1.
All Portfolio Managers must maintain a portfolio consisting of 5 different stocks at all times.
2.
Portfolio Managers can allocate no more than $25,000 in any one stock, and no less than $5,000 in any one stock. Portfolio
Managers can have no more than $500 of unallocated cash in their portfolio at any given time.
3.
Portfolio Managers will only be able to buy and sell stocks at the end of the designated Trading dates.
4.
All buying and selling of stock must be done through the S.T.A.R.S. Investments Firm Order Sheets. Order Sheets must be
submitted by Portfolio Managers to a S.T.A.R.S. Investments Firm Executive Board Member. Each Order Sheet contains two
sections, with the first section to be turned in to the S.T.A.R.S. Investments Executive Board and the second section to be
kept for the Portfolio Manager’s personal records.
5.
Once an Order Sheet is turned in, all stocks are assumed to have been purchased/sold on the preceding Friday (close of
market price). Individual portfolio values will be calculated as of the Friday preceding each S.T.A.R.S. Finance
Class. Handouts will be provided showing standings for the competition at each class.
Portfolio Managers are encouraged to participate in this competition on their own.
Designated Trading Dates:
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
Portfolio Managers are only able to turn in Order Sheets on designated trading dates:
Failure to turn in Order Sheets at the start of the competition will result in a $3,000 penalty (i.e. Portfolio Managers will only be
allocated $47,000 in simulated funds). An additional $2,000 penalty will be incurred on the 2 nd and 3rd trading dates if the initial
Order Sheets are still not received. After the 3rd trading date, no initial Order Sheets will be accepted.
Prizes:
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1st Place wins $100.00
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2nd Place wins $50.00
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3rd Place wins $25.00
Portfolio Managers with the top 3 largest aggregate portfolio values at the close of the market on the Wednesday prior to the End of
the Year Party will be awarded and named as the winners of the Competition. In the event of a tie at any of the prize levels,
the value of the winnings will be split.
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