Utilize in Algebra, Economics, Marketing, Business, and Social Sciences.
Students will model investment strategies in order to maximize profits
in an effort to secure a scholarship from the Alumni Association.
1. Interpret data supplied by stock market report.
2. Compute simple and compound interest.
3. Investigate various types of investment to compare pros and cons of
different investment options.
GRADE: 9-12 COURSE: Algebra I
2. Describe orally and in writing, using the appropriate mathematical
vocabulary, mathematical concepts and procedures, such as solving a word
problem or computing.
15. Graphs points (ordered pairs of numbers) in the coordinate plane
and identifies the coordinates of given points in the plane.
16. Identifies the slope and intercepts of a linear equation. AA 17
Students will read case and are likely to discuss questions such as:
1. What are stocks, bonds, mutual funds, CD's, and money market accounts?
2. What is the difference between simple and compound interest?
3. What is the minimum amount of money allowed to be invested in each category?
4. What kinds of information need to be included on my graph?
5. What is the best investment one could make?
Groups will be divided into four members. Each student in the group
will invest according to one of the following strategies.
The conservative person will investigate savings accounts and
CDs. The cautious investor will investigate the money market accounts.
The moderate will investigate the mutual funds and the gambler
will investigate the stocks.
The student will use :
Internet (http:/www.quicken.com, www.microsoft money.com)
(Fortune, Business Week, Black Enterprise)
and credit unions
(Wall Street Journal, Atlanta Journal and Constitution)
3. Investigative Activity:
Each group member will investigate a particular investment strategy based
on each of the following types:
Individual and group assessment will be based on a presentation to the
Alumni Association. The group that demonstrates the most understanding
of the topic, presents the information most effectively, and has the most
profitable investments will be awarded the scholarship when they graduate
High School and attend college.
The students will reach consensus as a group on how much of the $10,000
should be invested in each of the categories, and choose particular banks,
brokerage firms and company stocks.
These presentations will be evaluated according to the following criteria:
1. Use of graphs, charts and other manipulatives (30%)
2. Effective oral communication of net loss or gain (30%)
3. Highest net gain (40%)