Handout 2.19: Investor Report Template

Name: ______________________ Date: __________ Period: ______ Investor number: ______

This is the report you turn in for the Gilded Age Market (Project 02). Fill every box. Your sources are your Investor Journal, your Paper Ledger (the price table, the holdings tables and the trade log), your decision grid, and your Return Math handout. Nothing is written from memory. Staple the journal, the ledger, the grid, and the Return Math handout behind this report when you turn it in.

You may write it by hand, type it, say it out loud while a partner writes it and then check it, or record a voice note and write the numbers here. The seven parts are the same in every form.

Cover line (fill at the closing bell, Day 9): My closing total, 1936: $__________ My rank: ______ of ______

"The investors who did best mostly ______________________. The ones who did worst mostly ______________________."

My three decisions are in journal entries ______, ______, and ______.

Part 1: Starting and closing total

I started with $1,000 in 1870 (Round 0).

I ended with $__________ at the closing bell, 1936 (Day 9).

The difference (closing minus starting): __________ (write a minus sign if it is a loss)

My highest total was $______ in Round ______ (year ______). My lowest was $______ in Round ______ (year ______).

Sentence starter: I started with ___ and ended with ___. / Empecé con ___ y terminé con ___.

Part 2: Percent return, with the formula

Write the formula in words: ______________________________________________________________

Closing minus starting: __________

Divided by starting (1,000): __________

Times 100: my percent return was __________ percent (circle: gain / loss)

The company that moved my total most was ______ (ticker). From the 1928 peak to the 1932 bottom it fell ______ percent (from Return Math Part B).

Part 3: Three decisions and why

Write three things for each decision. What I did, with a number from the ledger (shares, a price, or a round). Why I did it (a dispatch, a risk level, my pie, the margin rule, or the three tests). What happened next, with a number.

Decision 1 (journal entry ______, Round ______)

What I did: ______________________________________________________________________

Why: ______________________________________________________________________

What happened next: ______________________________________________________________________

Decision 2 (journal entry ______, Round ______)

What I did: ______________________________________________________________________

Why: ______________________________________________________________________

What happened next: ______________________________________________________________________

Decision 3 (journal entry ______, Round ______)

What I did: ______________________________________________________________________

Why: ______________________________________________________________________

What happened next: ______________________________________________________________________

Grade 8 stretch, for each decision: what would a diversified investor (one whose money is spread across several companies) have done instead?

Decision 1 and 2: ______________________________________________________________________

Decision 3: ______________________________________________________________________

Part 4: What the crash taught me

A stress sign I noticed in Round 6 or Round 7: ______________________________________________________

One step I took before deciding: ______________________________________________________

My Round 6 decision was a plan / a rush. My Round 7 decision was a plan / a panic (from the grid's look back). My evidence: ______________________________________________________________________

What the crash taught me (two or three sentences). Connect it to the real October 1929 from the dispatch, with a date or a figure. Or, if you want to, connect it to a real money moment in your life or your family's.

Sentence 1: ______________________________________________________________________

Sentence 2: ______________________________________________________________________

Sentence 3: ______________________________________________________________________

Sentence starter: The crash taught me ___. / La crisis me enseñó ___.

Part 5: One thing I would do differently

One specific action I would change (not "be smarter"; say the trade, the round, or the rule) and why: ______________________________________________________________________

More room: ______________________________________________________________________

Sentence starter: Next time I will ___. / La próxima vez voy a ___.

Part 6: The reveal table (filled on Day 9)

For each company: what happened next, in a few words from the slide, and the lesson in your own words. Then check your Round 0 risk guess from the journal cover.

The bank never failed in our game. In real life, about ______________ banks failed between 1930 and 1933. What changed in 1933: ______________________________________________.

Monopoly started as a game called ______________________, made by ______________________ in 1904 to warn people about ______________________.

Part 7: My revised personal budget, with a savings line

Copy the summary lines from your Lesson 2.9 Budget Builder (Handout 02.09, page 3) into the "Before" column. Then build the "After" column. Keep the same income and the same needs. Add a savings line, or raise the one you had, and put it before the wants. Then change the wants until the budget balances (spending cannot be more than income).

What changed, and why the market made me change it (two sentences):

Sentence 1: ______________________________________________________________________

Sentence 2: ______________________________________________________________________

Grade 8 stretch: split the savings line into an emergency cushion and a long-term line, and say where each would go and why, using what the reveal taught you.

Emergency cushion: ______ per month, in a ______________________, because ______________________

Long-term line: ______ per month, in a ______________________, because ______________________

Peer read (a partner checks these boxes, then writes two comments, one specific)

• [ ] Part 2 has the formula written out and the bottom of the fraction is 1,000.
• [ ] Each of the three decisions has a number from the ledger.
• [ ] Part 7 balances (income minus total spending is 0 or more) and the savings line is before the wants.

Comment 1 (something specific that works): ______________________________________________________

Comment 2 (one thing to fix): ______________________________________________________

Partner's investor number: ______

Self-assessment (fill before you turn it in; copy to Rubric 02)

The teacher key for this handout is behind the teacher sign in. Teacher key