| Technology Utilization | |||||||||||
| 2008 - 09 First Semester | |||||||||||
| August 2008 thru January 2009 | |||||||||||
| Investment Project Schedule | |||||||||||
| First Marking Period | Second Marking Period | Investment Project Data | |||||||||
| First Marking Period | |||||||||||
| Each team must execute at least two trades between Sep 19 and Oct 23. | |||||||||||
| Event | Notes & Comments | Due | Date | ||||||||
| Form Teams | Form teams and create team name | Thu, | Sep 04 | ||||||||
| Purchase Request | Spend at least $30,000 to buy between 2 and 5 companies | Thu, | Sep 11 | ||||||||
| Initial Stock Purchase | Stock will be purchased after the stock market closes | Fri, | Sep 12 | ||||||||
| Purchase Summary | Summarize initial purchase | Mon, | Sep 15 | ||||||||
| Portfolio Valuation Day # 1 | Valuation report is due the following Tuesday | Fri, | Sep 19 | ||||||||
| Portfolio Valuation Day # 2 | Valuation report is due in two school days | Fri, | Sep 26 | ||||||||
| Portfolio Valuation Day # 3 | Valuation report is due in two school days | Fri, | Oct 03 | ||||||||
| Portfolio Valuation Day # 4 | Valuation report is due in two school days | Fri, | Oct 10 | ||||||||
| Portfolio Valuation Day # 5 | Valuation report is due in two school days | Fri, | Oct 17 | ||||||||
| Last day that trades are permitted | For this marking period | Thu, | Oct 23 | ||||||||
| Portfolio Valuation Day # 6 | Valuation report is due in two school days | Fri, | Oct 24 | ||||||||
| Last day reports will be accepted | for this marking period | Thu, | Oct 30 | ||||||||
| No Valuation | Marking period break | Fri, | Oct 31 | ||||||||
| End of First Marking Period | Fri, | Oct 31 | |||||||||
| Second Marking Period | |||||||||||
| Each team must execute at least two trades between Oct 24 and Jan 06. | |||||||||||
| Assignment | Notes & Comments | Due | Date | ||||||||
| Portfolio Valuation Day # 7 | Valuation report is due in two school days | Fri, | Nov 07 | ||||||||
| Portfolio Valuation Day # 8 | Valuation report is due in two school days | Fri, | Nov 14 | ||||||||
| No Valuation | Thanksgiving holiday | Fri, | Nov 21 | ||||||||
| Portfolio Valuation Day # 9 | Valuation report is due in two school days | Fri, | Nov 28 | ||||||||
| Portfolio Valuation Day # 10 | Valuation report is due in two school days | Fri, | Dec 05 | ||||||||
| Portfolio Valuation Day # 11 | Valuation report is due in two school days | Fri, | Dec 12 | ||||||||
| No Valuation | Winter vacation break | Fri, | Dec 19 | ||||||||
| Last day that trades are permitted | for the investment project | Tue, | Jan 06 | ||||||||
| Portfolio Valuation Day # 12 | Valuation report is due in two school days | Wed, | Jan 07 | ||||||||
| End of Invest Project | Wed, | Jan 07 | |||||||||
| Last day reports will be accepted | for the investment project | Mon, | Jan 12 | ||||||||
| End of Second Marking Period | Mon, | Jan 12 | |||||||||
| 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: | 14-Sep-08 | |||||||||