PURPOSE

Introduce students grades 4 to 12 to:

1. AMERICAN ECONOMY.

2. THE WORLD OF FINANCE.

3. WALL STREET INVESTMENTS.

INTERDISCIPLINARY APPROACH TO LEARNING USING THE OSMS:

1. MATH2. SOCIAL STUDIES3. LANGUAGE ARTS4. ECONOMICS5. SCIENCE6. BUSINESS EDUCATION7. SPECIAL SERVICES

PURPOSE OF SMS

“ “The SMS has been a wonderful learning tool in The SMS has been a wonderful learning tool in my classroom. I teach sixth grade students with my classroom. I teach sixth grade students with learning disabilities and they really taken off with learning disabilities and they really taken off with this project. I have seen my students gain very this project. I have seen my students gain very valuable life skills working with this program. valuable life skills working with this program.

We are really enjoying ourselves.”We are really enjoying ourselves.”

Mr. Demi Clinton Mr. Demi Clinton

Olive Branch Middle SchoolOlive Branch Middle School

1. 50%

2. Teams start with: $100,000 Teams can borrow: $100,000 Purchasing Power: $200,000

3. Interest charged: 8%

1. 50%

2. Teams start with: $100,000 Teams can borrow: $100,000 Purchasing Power: $200,000

3. Interest charged: 8%

REGISTER ONLINE @ www.ohiosms.com

USER NAME AND PASSWORD

TEAM RESPONSIBILITIES

1. Coordinate team.

2. Ensure that all members

are doing assigned jobs.

3. Enter all trades.

4. Control password.

TEAM RESPONSIBILITIES

Collect information on companies.

TEAM RESPONSIBILITIES

1. Tracks stocks using recordkeeping sheets and transaction information.

2. Verifies ability of team to purchase stocks.

TEAM RESPONSIBILITIES

1. Record daily stock prices.

2. Informs team of their position.

TEAM RESPONSIBILITIES

1. Double checks transactions.

2. Turns transactions over to the captain for processing.

1. BUY LONG

2. SELL COVER

3. SELL SHORT (DO ACTIVITY)

4. COVER SHORT.

5. CANNOT HOLD LONG ANDSHORT POSITION ON SAME STOCK AT SAME TIME.

1. Preferred.2. Common: - Both @ $5 and greater. (No penny Stocks)3. Initial purchase must be at least 25 shares.4. I.P.O’s: - Usually available the afternoon the Stock starts trading-

1. 20 Minute delay prices: - 9:30 am - 4:00 pm.

2. If trade submitted after 4:00 pm, then next day opening price3. Limit order not accepted:

- All trades are at market.

1. No more than $25,000 in any one stock.

2. Only stocks sell for $5 or more.3. Initial purchase must be at least 25

shares—after may be any amount4. Actual volume for that day.5. No day trading.6. Maximum number of trades = 100

during trading period

Where to obtain

a. $25.00 per transaction.

b. If you buy and sell the same day = two transactions = $50.00. (Not same stock)

FLAT BROKAGE FEE

STOCK SPLITSSTOCK SPLITS

Will be credited to account automatically

DIVIDENDSOver $.10 per share

Interest earned on cash in the account is

3%.

Maximum number of transactions

for the term of the simulation is

Maximum number of transactions

for the term of the simulation is

1. Trade Stocks2. Account Detail.3. Account Summary.4. Ranking

1. Nothing the player has to do.

2. Stocktrak will automatically closeout account.

3. Audit the top ten.

New Year's Day January 1

Martin Luther King, Jr. Day January 19

President's Day February 16

Good Friday April 9

Memorial Day May 31

Reagan Rememberance Day June 11

Independence Day July 5

Labor Day September 6

Thanksgiving Day November 25

Christmas December 24

Roger SylvesterDirector, Center for Economic EducationWright State University(937) 775-2115