Life Skills Arcade Middle school Family and Consumer Sciences, grades 6 to 8

Handout 2.14

Handout 02.14: Investor Journal

Unit
Unit 2: Me, My Goals, My Money
Handout
2.14

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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):

EnglishTurkishPortugueseSpanish
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.

TickerVentureMy guessWas I right? (fill on Day 9)
SPRKSparkstone Mines
CLDBCloudberry Expeditions
IRONThe Iron Vault
SEALCrown Seal Notes
WLLWWillowbrook Grove
HNYPThe Honeypot Coffer
MDOWMeadowgold 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: