Handout 02.19: Investor Report Template

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

This is the project deliverable for the ClassroomStreet Investor Challenge. Fill every box. Your sources are your Investor Journal, your decision grid, your Return Math handout, and the printed ledger. Nothing is written from memory. Staple those three behind this report when you turn it in.

You may handwrite it, type it, dictate it to a partner and check it, or record a voice note and write the numbers here. The seven parts are the same in every form.

Cover line (fill on Day 9): My final total fortune: AQ __________ My rank: ______ of ______

"The winners mostly ______________________. The losers mostly ______________________."

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

Part 1: Starting and ending balance

I started with AQ 25,000 on Day 1.

I ended with AQ __________ at the closing bell (Day 9).

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

Sentence starter: I started with ___ and ended with ___. / ___ ile başladım ve ___ ile bitirdim. / Comecei com ___ e terminei com ___. / Empecé con ___ y terminé con ___.

Part 2: Percent return, with the formula

Write the formula in words: ______________________________________________________________

Ending minus starting: __________

Divided by starting: __________

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

The venture that moved my fortune most was ______ (ticker). Across the crisis it fell ______ percent (from Return Math Part B).

Part 3: Three decisions and why

For each decision: what I did (with a number from the ledger: units, price, or window), why I did it (a dispatch, a risk level, my pie, or the three tests), and what happened next (with a number).

Decision 1 (journal entry ______)

What I did: ______________________________________________________________________

Why: ______________________________________________________________________

What happened next: ______________________________________________________________________

Decision 2 (journal entry ______)

What I did: ______________________________________________________________________

Why: ______________________________________________________________________

What happened next: ______________________________________________________________________

Decision 3 (journal entry ______)

What I did: ______________________________________________________________________

Why: ______________________________________________________________________

What happened next: ______________________________________________________________________

Grade 8 stretch, for each decision: what would a diversified investor have done instead?

Part 4: What the crisis taught me

A stress sign I noticed on Day 6: ______________________________________________________

One step I took before deciding: ______________________________________________________

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

What the crisis taught me (two or three sentences; connect it to one real crash from Day 7 or to a real money moment in your life or your family's, if you want to):

Sentence starter: The crisis taught me ___. / Kriz bana ___ öğretti. / A crise me ensinou ___. / 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 day, or the rule) and why:

Sentence starter: Next time I will ___. / Bir dahaki sefere ___ yapacağım. / Da próxima vez, eu vou ___. / La próxima vez voy a ___.

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

Word bank: big tech stock; startup or IPO stock; corporate bonds; U.S. Treasury bonds; retirement account (IRA); high-yield savings account; real estate investment trust (REIT)

AQ stands for ______________. Fortune Street stands for ______________. The dispatches stand for ______________. The crisis stands for ______________.

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: same income, same needs, a savings line added or raised and placed before the wants, and the wants adjusted so the budget balances (spending cannot be more than income).

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

Grade 8 stretch: split the savings line into an emergency cushion and a long-term line, and name which real instrument from the reveal each would go to and why.

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 25,000.
• ☐ 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 merchant number: ______

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