Algebra I Honors
Stock Market Project
The Objective
To find the percent increase or percent decrease of an investment portfolio over a six and a half
week period.
The Assignment
You have $10,000 to invest in at least five (5), but no more than ten (10) publicly traded
companies (these are your stocks). You will make a poster of your portfolio comparing your
beginning portfolio value and your end portfolio value.
The Details
 You may use any online financial site or app to find and track your stocks. I recommend
Yahoo Finance (finance.yahoo.com) because it is very user friendly, especially for
students your age.
 After selecting the companies you want to invest in, allocate your money (pick dollar
amounts you want to put into each company). For example, if you invest in five stocks,
you may want to split the dollar amounts evenly by buying $2,000 worth of each stock.
Otherwise you can allocate different amounts for each stock (i.e. $1,000; 2,500; $500;
3,000; 3,000).
 Determine how many shares of each company you are buying based on the dollar
amounts that you are investing in each company. The number of shares is calculated by
dividing the dollar amount by the stock price. In many cases, the amount of shares you
buy of each company will be a decimal value. If this is the case, round your shares to the
nearest hundred thousandth (= ______ decimal places)
 If at some point you are not happy with the performance of one of your stocks, you are
allowed one straight trade during the course of the project. 100% of the money from the
stock you are dumping will transfer to the stock you are buying in its place. See me
before making this transaction.
 The requirements for the poster you are to make are outlined on the next page.
 The person (or pair) who have the highest percent increase (or lowest percent decrease) at
the conclusion of the project will (each) receive five (5) bonus points on their project.
The grading is described later in this assignment sheet.
 Should anyone (or pair) have a higher percent increase (or lower percent decrease) than
my portfolio, you will receive five (5) bonus points on their project.
The Poster
You are required to make a poster of your portfolio with the following requirements.
 The poster must be large enough to display your work and so that other students can see
what you did in class. A poster around 24” x 36” is a good size.
 The stock symbols and logos of each company you invest in (including any you sold as
part of a transaction).
 Circle graphs indicating percentages of your portfolio taken up by each stock. You will
need a circle graph for each of your beginning percentages and final percentages.
 The performance of your stocks as a percent increase or percent decrease. Indicate start
price and end price and how much money you had initially invested in each stock and
how much money you have in each stock at the end of the project. You may want to
include weekly, biweekly, or monthly updates on this (you are NOT required to do so,
however). The start date will be the close of the market on Tuesday, October 27, 2015
through the close of the market on Monday, December 7, 2015
 Be creative. You have a lot of freedom with what you can do on your poster outside of
check marks 2, 3, and 4 above.
The Grading
This assignment will count for one test grade and an informal assessment grade. The breakdown
of the grade and due dates is as follows:
Points
5
10
Assignment
Selecting stocks
Stock prices at 10/27/15 market closing
and allocations
Due Date
October 26, 2015
October 29, 2015
10
Vocabulary
November 2, 2015
75
Poster (determined by rubric)
December 16, 2015