Technology Utilization

Investment Project

2006-07 First Semester

September 2007 thru January 2008

 

Schedule & Portfolio Valuation Dates

 

First Marking Period

 

Second Marking Period

 

Project Data

 

First Marking Period Dates

 

Each team must execute at least two trades between September 13 and October 26

 

Date

 

Event

Thu, Sep 06

--

Form Teams:

Form teams & create name

 

 

 

Tue, Sep 11

--

Purchase Request:

Buy between two and five companies

Spend at least $30,000

 

 

 

Wed, Sep 12

--

Initial Stock Purchase:

Stock will be purchased

After the stock market closes

 

 

 

Mon, Sep 17

--

Purchase Summary:

Summarize initial purchase

 

 

 

Fri, Sep 21

--

Portfolio Valuation Day # 1

Valuation reports are due the Tuesday

following the Portfolio Valuation Day

 

 

 

Fri, Sep 28

--

Portfolio Valuation Day # 2

 

 

 

Fri, Oct 05

--

Portfolio Valuation Day # 3

 

 

 

Fri, Oct 12

--

Portfolio Valuation Day # 4

 

 

 

Fri, Oct 19

--

Portfolio Valuation Day # 5

 

 

 

Fri, Oct 26

--

Portfolio Valuation Day # 6

Last day for First Marking Period trade requests.

 

 

 

Fri, Nov 02

--

End of Third Marking Period

 

 

Second Marking Period Dates

 

Each team must execute at least two trades between October 27 and January 03

 

Date

 

Event

Fri, Nov 09

--

Portfolio Valuation Day # 7

 

 

 

Fri, Nov 16

--

Portfolio Valuation Day # 8

 

 

 

Fri, Nov 23

--

None

 

 

 

Fri, Nov 30

--

Portfolio Valuation Day # 9

 

 

 

Fri, Dec 07

--

Portfolio Valuation Day # 10

 

 

 

Fri, Dec 14

--

Portfolio Valuation Day # 11

 

 

 

Fri, Dec 21

--

None

 

 

 

Fri, Dec 28

--

Portfolio Valuation Day # 12

 

 

 

Thu, Jan 03

--

Last Day to Trade

Last day that trade requests are permitted.

 

 

 

Fri, Jan 04

--

Portfolio Valuation Day # 13

 

 

 

Fri, Jan 04

--

End of Investment Project

 

 

 

Fri, Jan 11

--

Last day that reports will be accepted.

 

 

Notes:

All dates are subject to change.

A conscientious attempt will be made to keep this schedule up-to-date.

 

Questions may be emailed to:  Dr. Dave Schonbach

Updated:  August 19, 2007