Investment Journal Scoring Guide

Stock Selection Rational

Record Keeping

Class Presentations

Application of Economic Terms and Theory

5

Exemplary

The team's written rational accurately and precisely describes why a particular stock was selected. A wide variety of investment terms are used correctly and in support of each stock's selection with particular emphasis on earnings, sales growth and P/E

Individual stock charts are well organized, clear, and accurately maintained in a timely manner. Stock trades are reported to the stockbroker and trading costs are correctly deducted from the portfolio's value

In depth understanding of stock selection rational is presented in a engaging manner. Visual aids look professional and add to understanding of the portfolio's components and performance. Speakers model excellent volume, tone, pacing, and articulation. Presentation fully engages the audience for three to five minutes.

Economic terms and theory are accurately applied to the reality of the stock market and investing. Responses are well reasoned and clearly written. In depth understanding of the content is convincingly demonstrated

4

Advanced

Contains some of the elements of level 5 and some from level 3 below.

3

Mastery

The team's written rational accurately and describes why a particular stock was selected. A variety of investment terms are used in support of each stock's selection with particular emphasis on earnings, sales growth and P/E

Individual stock charts are well organized, and maintained in a timely manner. Stock trades are reported to the stockbroker and trading costs are correctly deducted from the portfolio's value

An understanding of stock selection rational is presented in a engaging manner. Visual aids add to understanding of the portfolio's components and performance. Speakers model good volume, tone, pacing, and articulation. Presentation fully engages the audience for three to five minutes.

Economic terms and theory are applied to the reality of the stock market and investing. Responses are well reasoned and clearly written. An understanding of the content is convincingly demonstrated

2

Minimal

Contains some elements from level 3 above and some from level 1 below

1

Inadequate

The team's written rational doesn't tell why a particular stock was selected. Investment terms are not used in support of each stock's selection.

Individual stock charts are hard to read and not maintained in timely manner. Stock trades are not reported to the stock broker.

An understanding of stock selection rational is presented. Visual aids look sloppy or don't help to explain the topic. Speakers model poor volume, tone, pacing, and articulation. Presentation is not engaging.

Economic terms and theory are not applied to the reality of the stock market and investing. Responses are poorly written. An understanding of the content is not demonstrated.

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