| Technology Utilization | |||||||||||
| 2008 - 09 Second Semester | |||||||||||
| January 2009 thru June 2009 | |||||||||||
| Investment Project Schedule | |||||||||||
| Third Marking Period | Fourth Marking Period | Investment Project Data | |||||||||
| Third Marking Period | |||||||||||
| Each team must execute at least two trades between Feb 13 and Mar 19. | |||||||||||
| Event | Notes & Comments | Due | Date | ||||||||
| Form Teams | Form teams and create team name | Wed, | Jan 28 | ||||||||
| Purchase Request | Spend at least $30,000 to buy between 2 and 5 companies | Mon, | Feb 02 | ||||||||
| Initial Stock Purchase | Stock will be purchased after the stock market closes | Wed, | Feb 04 | ||||||||
| Purchase Summary | Summarize initial purchase | Fri, | Feb 06 | ||||||||
| Portfolio Valuation Day # 1 | Valuation report is due the following Tuesday | Fri, | Feb 13 | ||||||||
| Portfolio Valuation Day # 2 | Valuation report is due in two school days | Fri, | Feb 20 | ||||||||
| Portfolio Valuation Day # 3 | Valuation report is due in two school days | Fri, | Feb 27 | ||||||||
| Portfolio Valuation Day # 4 | Valuation report is due in two school days | Fri, | Mar 06 | ||||||||
| Portfolio Valuation Day # 5 | Valuation report is due in two school days | Fri, | Mar 13 | ||||||||
| Last day that trades are permitted | For this marking period | Thu, | Mar 19 | ||||||||
| Portfolio Valuation Day # 6 | Valuation report is due in two school days | Fri, | Mar 20 | ||||||||
| No Valuation | Marking period break | Fri, | Mar 27 | ||||||||
| Last day reports will be accepted | for this marking period | Mon, | Mar 30 | ||||||||
| End of Third Marking Period | Tue, | Mar 31 | |||||||||
| Fourth Marking Period | |||||||||||
| Each team must execute at least two trades between Mar 20 and May 21. | |||||||||||
| Assignment | Notes & Comments | Due | Date | ||||||||
| Portfolio Valuation Day # 7 | Valuation report is due in two school days | Fri, | Apr 03 | ||||||||
| No Valuation | Spring vaction break | Fri, | Apr 10 | ||||||||
| Portfolio Valuation Day # 8 | Valuation report is due in two school days | Fri, | Apr 17 | ||||||||
| Portfolio Valuation Day # 9 | Valuation report is due in two school days | Fri, | Apr 24 | ||||||||
| Portfolio Valuation Day # 10 | Valuation report is due in two school days | Fri, | May 01 | ||||||||
| Portfolio Valuation Day # 11 | Valuation report is due in two school days | Fri, | May 08 | ||||||||
| Portfolio Valuation Day # 12 | Valuation report is due in two school days | Fri, | May 15 | ||||||||
| Last day that trades are permitted | for the investment project | Thu, | May 21 | ||||||||
| Portfolio Valuation Day # 13 | Valuation report is due in two school days | Fri, | May 22 | ||||||||
| End of Invest Project | Fri, | May 22 | |||||||||
| Last day reports will be accepted | for the investment project | Wed, | May 27 | ||||||||
| End of Fourth Marking Period | Mon, | Jun 01 | |||||||||
| 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: | 15-May-09 | |||||||||