We Seed Stock Portfolio

Approximate Class Time: 4 weeks

Objective:
Upon completion of setting up a personalized stock portfolio, the learner will be able to explain the systematic planning that goes into selecting stocks for growth and defend the decisions that went into that planning process. Students will have a better understanding of financial planning based on their lifestyle and belief system.

Using the Organization category, under the Affective Domain of Bloom’s Taxonomy, the teacher will provide lessons that will:

1. Stimulate an interest in publicly traded companies and have students explore how
their habits and belief systems connect to those companies.

2. Discuss and debate the Sarbanes-Oxley Act of 2002.

3. Podcast a tour of Google Finance, explaining ticker stock symbols and how to read
Financials and charts.

4. Podcast a tour of the “We Seed” site (www.weseed.com).

5. Promote learning by having students use online sources such as, Google Finance and
classroom resources such as Money Magazine for researching company growth and
diversity.

6. Guide the students through virtual exercises on the “We Seed” website that allows them
to practice real life stock market buying and selling skills.

7. provide access to the predesigned lessons with 3 levels of interactive quizzes from
the “We Seed” site.

8. Provide a discussion forum through My Big Campus (www.mybigcampus.com) for
students to compare and collaborate.

9. Review creating a spreadsheet and charts in Excel 2007.

10. Offer prizes for the best stock portfolios:

a. Most growth over a period of time.

b. Most diversified.

c. Greatest loss (a piggy bank)

11. Explain why investing isn’t for everyone.

12. Have students examine the different stock market and financial planning careers.

Using the Organization category, under the Affective Domain of Bloom’s Taxonomy, the Learner will:

1. Research ethical standards of companies

2. Learn about the different stakeholders and why they are important.

3. Identify ethical companies and research stock performance to make informed
investment decisions.

4. Review the Sarbanes-Oxley Act of 2002.

5. Analyze a company’s performance over time.

6. Take the 3 interactive quizzes on the “We Seed” site.

7. Create a diversified stock portfolio: Choose Google Finance Portfolio creator or create
an Excel Spreadsheet w/ Growth Chart.

8. Explore reputable “Market News” both online (CNN Money and Google Finance) and
through books and magazines (Money, Forbes, Fortune) to keep up with current
market trends.

9. Examine and compare possible future trends of two similar companies.

10. Gain additional exposure to other “We Seed” users, including students
from across the country to help tweak your portfolio.

11. Analyze the stock portfolio and justify the investment decisions made.

12. Defend the position of why your investments made a gain or took a loss.

13. Discover financial strengths and weaknesses.

14. Explore careers within the financial field.

Assessments:

1. Students will complete levels 1, 2, and 3 “We Seed” Interactive online quizzes.

2. Students will follow the discussion board requirement of one post and at least 3 replies
to classmates on My Big Campus.

3. Students will prepare an Excel diversified stock portfolio, including a growth chart or
use the Google Finance Portfolio Creator.

4. Students will write a Blog essay reflection of their stock portfolios.

a. For the Essay, have students reflect on these questions:

i. Did you invest in what you knew? Why or why not?

ii. Did you follow ethical companies? How did they determine ethical?

iii. Were you afraid of risk? What determined the fear? (money, family, beliefs, etc)

5. Students will publish their Excel spreadsheet or Google Portfolio to the My Big Campus
Public Library (www.mybigcampus.com) to share with others.