presents

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presents
Ohio Stock Market Simulation
Fall 2004 September 27 - December 3
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Ohio Stock Market Simulation
PURPOSE
Introduce students grades 4 to 12 to 1.
AMERICAN ECONOMY. 2. THE WORLD OF
FINANCE. 3. WALL STREET INVESTMENTS.
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PURPOSE OF SMS
INTERDISCIPLINARY APPROACH TO LEARNING USING THE
OSMS 1. MATH 2. SOCIAL STUDIES 3.
LANGUAGE ARTS 4. ECONOMICS 5. SCIENCE 6.
BUSINESS EDUCATION 7. SPECIAL SERVICES
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The SMS has been a wonderful learning tool in
my classroom. I teach sixth grade students with
learning disabilities and they really taken off
with this project. I have seen my students gain
very valuable life skills working with this
program. We are really enjoying
ourselves. Mr. Demi Clinton Olive
Branch Middle School
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Margin Requirements
1. 50 2. Teams start with 100,000
Teams can borrow 100,000 Purchasing Power
200,000 3. Interest charged 8
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Getting Started
REGISTER ONLINE _at_ www.ohiosms.com
USER NAME AND PASSWORD
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TEAM RESPONSIBILITIES
Captain

• Coordinate team.
• 2. Ensure that all members
• are doing assigned jobs.
• Enter all trades.
• 4. Control password.

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TEAM RESPONSIBILITIES
Researcher
Collect information on companies.
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TEAM RESPONSIBILITIES
Treasurer
1. Tracks stocks using record keeping sheets
and transaction information. 2. Verifies
ability of team to purchase stocks.
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TEAM RESPONSIBILITIES
Record Keeper

• Record daily stock prices.
• 2. Informs team of their position.

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TEAM RESPONSIBILITIES
Transaction Verifier

• Double checks transactions.
• 2. Turns transactions over to the
• captain for processing.

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How to trade

• BUY LONG
• SELL COVER
• SELL SHORT (DO ACTIVITY)
• COVER SHORT.
• CANNOT HOLD LONG AND
• SHORT POSITION ON SAME STOCK AT SAME TIME.

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Trading Stocks
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Trading Stocks
1. Preferred. 2. Common - Both _at_ 5 and
greater. (No penny Stocks) 3. Initial
purchase must be at least 25 shares. 4.
I.P.Os - Usually available the afternoon
the Stock starts trading-
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Trading Times and Prices Received
1. 20 Minute delay prices - 930 am - 400
pm. 2. If trade submitted after 400 pm,
then next day opening price 3. Limit order not
accepted - All trades are at market.
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Volume and Purchase Restrictions

• 1. No more than 25,000 in any one stock.
• Only stocks sell for 5 or more.
• 3. Initial purchase must be at least 25
  sharesafter may be any amount
• 4. Actual volume for that day.
• No day trading.
• Maximum number of trades 100 during trading
  period

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How to Read Stock Tables
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Where to obtain
Ticker Symbols
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Commissions
FLAT BROKAGE FEE

• 25.00 per transaction.
• b. If you buy and sell the same
• day two transactions 50.00.
• (Not same stock)

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Pay-outs
DIVIDENDS Over .10 per share
Will be credited to account automatically
STOCK SPLITS
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Earned Interest
Interest earned on cash in the account is 3.
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Transactions per Term
Maximum number of transactions for the term of
the simulation is
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Portfolio Statements
1. Trade Stocks 2. Account Detail. 3. Account
Summary. 4. Ranking
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End of Simulation

• 1. Nothing the player has to do.
• Stocktrak will automatically
• closeout account.
• Audit the top ten.

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Super Passwords for Teachers
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Team Nickname Request Form
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Stock Market Holiday Schedule
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
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Stock Market Glossary
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Roger Sylvester Director, Center for Economic
Education Wright State University [phone]