# Handout 02.14: Investor Journal Name: ______________________ Period: ______ Merchant number: ______ Start date: __________ This journal stays in your FACS folder for the whole ClassroomStreet Investor Challenge. You write one entry every class day. Every entry has three parts and one number: - **What I did** (bought, sold, or held; which venture; how many units) - **Why I did it** (a dispatch, a risk level, my pie, a feeling you noticed) - **What happened** (did the price move, did my fortune move) - **My total fortune** at the bell (the number on the screen) Three sentences and the number is a complete entry. More is welcome. Sentence starters (Turkish, Portuguese, and Spanish lines are marked [check with a native speaker]): | English | Turkish | Portuguese | Spanish | |---|---|---|---| | Today I bought ___ because ___. | Bugün ___ aldım çünkü ___. | Hoje comprei ___ porque ___. | Hoy compré ___ porque ___. | | Today I sold ___ because ___. | Bugün ___ sattım çünkü ___. | Hoje vendi ___ porque ___. | Hoy vendí ___ porque ___. | | I did not trade today because ___. | Bugün alım satım yapmadım çünkü ___. | Hoje não negociei porque ___. | Hoy no hice ninguna operación porque ___. | | My total fortune is ___. | Toplam servetim ___. | Minha fortuna total é ___. | Mi fortuna total es ___. | | The news said ___, so ___. | Haberlerde ___ deniyordu, bu yüzden ___. | A notícia dizia ___, então ___. | La noticia decía ___, así que ___. | | I felt ___ when the prices dropped. | Fiyatlar düşünce ___ hissettim. | Eu me senti ___ quando os preços caíram. | Me sentí ___ cuando bajaron los precios. | | Next time I will ___. | Bir dahaki sefere ___ yapacağım. | Da próxima vez, eu vou ___. | La próxima vez voy a ___. | ## Journal cover: my notes **The risk ladder (Day 1):** copy it here, safest at the bottom. _____________________________________________ (riskiest) _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ (safest) **My risk guess for each venture (Day 1):** write no risk, low, medium, or high. | Ticker | Venture | My guess | Was I right? (fill on Day 9) | |---|---|---|---| | SPRK | Sparkstone Mines | | | | CLDB | Cloudberry Expeditions | | | | IRON | The Iron Vault | | | | SEAL | Crown Seal Notes | | | | WLLW | Willowbrook Grove | | | | HNYP | The Honeypot Coffer | | | | MDOW | Meadowgold Acres | | | **My first buys (Day 1):** ticker and units. ______________________________________________________________________ **Notes box (rules and definitions from the slides):** ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ * * * ## Entry 1 (Day 1: Lesson 2.14, first buys) What I bought and why (the short version today): ______________________________________________________________________ ______________________________________________________________________ My total fortune at the bell: AQ __________ ## Entry 2 (Day 2: Lesson 2.14, reading the screen) Total fortune at the start: AQ __________ Above or below 25,000? By how much? __________ My ledger check: ______ units times AQ ______ = AQ ______ cash out. Matches? yes / no What I did: ______________________________________________________________________ Why: ______________________________________________________________________ What happened: ______________________________________________________________________ My pie (rough slices, label each with a ticker): [ draw here ] My total fortune at the bell: AQ __________ ## Entry 3 (Day 3: Lesson 2.15, reading the news) What I did: ______________________________________________________________________ Why (name the dispatch): ______________________________________________________________________ What happened: ______________________________________________________________________ One prediction I made today and whether it came true: ______________________________________________________________________ My total fortune at the bell: AQ __________ ## Entry 4 (Day 4: Lesson 2.15, fact vs hype) What I did: ______________________________________________________________________ Why: ______________________________________________________________________ What happened: ______________________________________________________________________ One headline I ignored today and why (which test did it fail?): ______________________________________________________________________ My total fortune at the bell: AQ __________ ## Entry 5 (Day 5: Lesson 2.16, diversification) What I did (use the word rebalance or hold): ______________________________________________________________________ Why: ______________________________________________________________________ What happened: ______________________________________________________________________ My biggest slice is ______ percent (ticker: ______). I am comfortable / not comfortable with that because: ______________________________________________________________________ My total fortune at the bell: AQ __________ ## Entry 6 (Day 6: Lesson 2.17, the crisis) How I felt at the start (one word): __________ A stress sign I noticed: ______________________ What I did: ______________________________________________________________________ Why (copy your decision from the grid): ______________________________________________________________________ What happened: ______________________________________________________________________ How I feel now (one sentence): ______________________________________________________________________ My total fortune at the bell: AQ __________ ## Entry 7 (Day 7: Lesson 2.17, the second crisis day) My corner today: sold some / sold everything / held / bought more What I did: ______________________________________________________________________ Why: ______________________________________________________________________ What happened: ______________________________________________________________________ Look back: my Day 6 decision was a plan / a panic. My evidence (a number): ______________________________________________________________________ My total fortune at the bell: AQ __________ ## Entry 8 (Day 8: Lesson 2.18, recovery and return math) What I did (rebalance, buy low, or hold; if buying low, which venture and what I expect): ______________________________________________________________________ Why: ______________________________________________________________________ What happened: ______________________________________________________________________ My percent return so far (from Return Math Part B): ______ percent The venture that hurt me most fell ______ percent across the crisis (ticker: ______). My total fortune at the bell: AQ __________ ## Entry 9 (Day 9: Lesson 2.19, the closing bell and the reveal) The market is closed. My final total fortune: AQ __________ My rank: ______ of ______ Why my final number is what it is (one or two sentences): ______________________________________________________________________ ______________________________________________________________________ What I know now that I did not know on Day 1: ______________________________________________________________________ ## Entry 10 (Day 10: Lesson 2.19, the report) My final percent return was ______ percent. One sentence to my future self about money: ______________________________________________________________________ * * * ## Round 2: trading with the truth (Lessons 2.20, 2.21, 2.22) The market reopens for ten minutes a day. You now know what every venture really is. Round 2, Day 1: I did ______________________ because ______________________ Fortune: AQ ________ Round 2, Day 2: I did ______________________ because ______________________ Fortune: AQ ________ Round 2, Day 3: I did ______________________ because ______________________ Fortune: AQ ________ Did knowing the real instruments change how I traded? yes / no. How: ______________________________________________________________________