NOW & LATER

A Stock Market Unit Curriculum For Middle School Students

Ione Kalish-Cottrell

Real world problem situations are becoming more

important in the study of computers. You and your

teammates are stockbrokers who will research, gather and

analyze data to create a stock portfolio. You will compete

against other teams in the class and in the state of Arizona.

In the process you will learn valuable investing techniques,

team collaboration, critical thinking skills and decision

making strategies using technology resources. You will

have the ongoing tasks of preparing and presenting

electronic portfolios weekly.

UNIT SUMMARY

ESSENTIAL QUESTION

• How do the choices we make now affect us now and later?

UNIT QUESTIONS

What are ways to generate income or make

money?

What are some goods and services that you use

consistently?

How would you describe a financial portfolio.

What affect does money have on your life?

What are some of your financial goals?

Who, when and how did the Stock Market begin?

What is a company?

What is a stock? Portfolio? Bond?

How do you make money from stocks?• What is a stock split?

How do you interpret a stock quote?• Dividend?• P/E ratio?• Sales• High’s? Lows?• 50 day moving average? 100 day moving average?

CONTENT QUESTIONS

What is a ticker symbol?

What is a brand and how is that different from a parent company?

What is a public company? What is a private company?

How do you decide to buy and sell stocks?

What is NYSE,? NASDAQ? AMEX?

Who governs the stock market?

What are mutual funds?

What does it mean to be diversified?

What are different investment industries or sectors?

What is a bear versus bull market?

CONTENT QUESTIONS