Technology Utilization

Investment Project

2007-08 Second Semester

January 2008 thru May 2008

 

Schedule & Portfolio Valuation Dates

 

Third Marking Period

 

Fourth Marking Period

 

Project Data

 

Third Marking Period Dates

 

Each team must execute at least two trades between February 06 and March 28

 

Date

 

Event

Wed, Jan 30

--

Form Teams:

Form teams & create name

 

 

 

Mon, Feb 04

--

Purchase Request:

Buy between two and five companies

Spend at least $30,000

 

 

 

Tue, Feb 05

--

Initial Stock Purchase:

Stock will be purchased

After the stock market closes

 

 

 

Fri, Feb 08

--

Purchase Summary:

Summarize initial purchase

 

 

 

Fri, Feb 15

--

Portfolio Valuation Day # 1

Valuation reports are due the

Tuesday following the Portfolio Valuation Day

 

 

 

Fri, Feb 22

--

Portfolio Valuation Day # 2

 

 

 

Fri, Feb 29

--

Portfolio Valuation Day # 3

 

 

 

Fri, Mar 07

--

Portfolio Valuation Day # 4

 

 

 

Fri, Mar 14

--

Portfolio Valuation Day # 5

 

 

 

Fri, Mar 21

--

No Valuation (Spring Break)

 

 

 

Fri, Mar 28

--

Portfolio Valuation Day # 6

 

 

 

 

 

Fourth Marking Period Dates

 

Each team must execute at least two trades between March 29 and May 15

 

Date

 

Event

Fri, Apr 04

--

No Valuation (End of Marking Period)

 

 

 

Fri, Apr 11

--

Portfolio Valuation Day # 7

 

 

 

Fri, Apr 18

--

Portfolio Valuation Day # 8

 

 

 

Fri, Apr 25

--

Portfolio Valuation Day # 9

 

 

 

Fri, May 02

--

Portfolio Valuation Day # 10

 

 

 

Fri, May 09

--

Portfolio Valuation Day # 11

 

 

 

Thu, May 15

--

Last Day to Trade

Last day that trades are permitted

 

 

 

Fri, May 16

--

Portfolio Valuation Day # 12

 

 

 

Fri, May 16

--

End of the Investment Project

 

 

 

Fri, May 23

--

Last day 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:  February 15, 2008