Grade 5 Investment Challenge

About the Investment Challenge project:

ExplorerHop  is working with a class of Grade 5 students in Toronto to empower them with the fundamentals of Money Management and Investment.

We fundamentally believe that when children are exposed to financial literacy it has a positive impact on their lives. 

What is the Investment Challenge?

As part of enabling them to make their own decisions, children are given a virtual portfolio of $10,000 that they can invest in different ways over the next three weeks. 

Week 1: Kids invest in the stock market.  They need to research the stocks they have selected. Every day they will look up the price of the stock, calculate their portfolio and submit it.  Click here to see the form they submit daily for the first week. 

Week 2: Kids will have the option of investing in Gold along with the Stock Market.  They will research gold bullion and the stock market.  During this week children will update their portfolio daily. 

Week 3: To be decided with the homeroom teacher.  

Who are they having a challenge with?

To make it a bit more interesting, we set up a challenge between all the kids and the teachers.  At the end of each day, the average of all the kids' portfolios is taken and compared to that of the teacher. 

They will also be following these economic indices over the next 3 weeks to see if they can notice any trends and draw any correlations. 

  •  Dow Jones Industrial Average
  • Fed Interest Rate (US) 
  • Price of Gold/ounce (USD)
  • USD/CDN Exchange Rate 

Here are the Daily Results of their portfolios. 

______________________________

Who won the Challenge? Kids vs. Teachers

Day 1 (Feb 9, 2018)
Kids Portfolio Value (Average of 22 Kids who submitted entries) 10,000
Teachers Portfolio Value Did not submit 
Daily Challenge Winner!! Kids! 

 __________________________________________________________

Key Indicators that we are tracking: 

 Day 1 (Feb 9, 2018)
Dow Jones Industrial Average 24,190.90
Fed Interest Rate (US)  1.25%
Price of Gold/ounce (USD) 1,318.50
USD/CDN Exchange Rate  1.26

 __________________________________________________________

Submissions from students listed below: 

 

Name:  Jack (Grade 5) 

Stocks Invested

(Ticker Symbols)

# of shares Price on Day 1 ($) Value on Day 1 ($)
AAPL 31 157 4873
NFLX 10 248.68 2468
AMZN 1 1348.98 1348.98
6758 6758 52.91 2486
Total Equity Portfolio Value:  11,193**
Cash remaining after investing in stocks and which can be used for future investment -1,193**
Total Portfolio Value (Shares + Cash) 10,000

 ** You have $10,000 to invest in total. You are over this amount.  Please sell some stocks so that you are not over the limit. You can do this by reducing the amount of shares in your portfolio so that the Total Equity Portfolio Value does not go over $10,000. 

 __________________________________________________________

Name:  Azra (Grade 5) 

Stocks Invested

(Ticker Symbols)

# of shares Price on Day 1 ($) Value on Day 1 ($)
AAPL 16 156.11 2498
NFLX 10 242.79 2394
AMZN 2 1332.48 2665
DIS 24 101.81 2443
Total Equity Portfolio Value:  10,000
Cash remaining after investing in stocks and which can be used for future investment 0
Total Portfolio Value (Shares + Cash) 10,000

 

 __________________________________________________________

Name:  Kiran (Grade 5) 

Stocks Invested

(Ticker Symbols)

# of shares Price on Day 1 ($) Value on Day 1 ($)
EA 16 156.11 2498
NFLX 10 248.12 2394
CM*** 22 1332.48 2665
NYSE**
Total Equity Portfolio Value:  7465.56
Cash remaining after investing in stocks and which can be used for future investment 2534.44
Total Portfolio Value (Shares + Cash) 10,000

 ** Not a company listed on a Stock Exchange. NYSE is a Stock Market. You cannot by shares of a Stock Market.

*** Ticker code for CIBC is CM.

 __________________________________________________________

Name:  Chloe (Grade 5) 

Stocks Invested

(Ticker Symbols)

# of shares Price on Day 1 ($) Value on Day 1 ($)
LULU 32 77.89 2492.48
AAPL 16 155.27 2484.32
JWN 53 46.76 2351.28
AMZN 1 1324 1324
Total Equity Portfolio Value:  8832
Cash remaining after investing in stocks and which can be used for future investment 1168
Total Portfolio (Shares + Cash) 10,000

 

 __________________________________________________________

Name:  Aadi(Grade 5) 

Stocks Invested

(Ticker Symbols)

# of shares Price on Day 1 ($) Value on Day 1 ($)
GOOGL**
AAPL 19 155.76 2260.00
MFST 1 1029.01 1029.01
AMZN 2 1334.58 2668.00
Total Equity Portfolio Value:  9090.00
Cash remaining after investing in stocks and which can be used for future investment 910
Total Portfolio (Shares + Cash) 10,000

 **  Your stock price does not match the company ticker.  Money allocated for this share has been moved to your Cash.  You can look up the correct price of this stock and buy stocks for it from the money in Cash. 

  __________________________________________________________

Name:  Matteo (Grade 5) 

Stocks Invested

(Ticker Symbols)

# of shares Price on Day 1 ($) Value on Day 1 ($)
AMZN 1 1328.12 1328.12
AAPL 16 155.76 2480
RDSB**
HSBA 3 733 2199
Total Equity Portfolio Value:  6007.12
Cash remaining after investing in stocks and which can be used for future investment 3992.88
Total Portfolio (Shares + Cash) 10,000

** Trade did not go through because you put the wrong stock price.  To invest in this company please check the Ticker and the Stock Price and add it to your submission for the next day. 

 __________________________________________________________ 

Name:  Trace (Grade 5) 

Stocks Invested

(Ticker Symbols)

# of shares Price on Day 1 ($) Value on Day 1 ($)
AMZN 2 1350.51 3120
AAPL 20 156 2701
GOOGL 2 1029.09 2058
TSLA 7 301.50 2110
Total Equity Portfolio Value:  9989
Cash remaining after investing in stocks and which can be used for future investment 11
Total Portfolio (Shares + Cash) 10000

 

 __________________________________________________________

Name:  Nyla (Grade 5) 

Stocks Invested

(Ticker Symbols)

# of shares Price on Day 1 ($) Value on Day 1 ($)
TSLA 11 303.10 3334.10
NKE 12 63.71 764.52
AMZN 2 1319.60 2639.20
NFLX 2 240.99 1445.94
Total Equity Portfolio Value:  8183.73
Cash remaining after investing in stocks and which can be used for future investment 1816.27
Total Portfolio (Shares + Cash) 10000

 

_____________________________________________________________

Name:  Justine (Grade 5) 

Stocks Invested

(Ticker Symbols)

# of shares Price on Day 1 ($) Value on Day 1 ($)
AAPL 16 155.58 2492
IDG 131 19.03 2492
SBUX 45 1319.60 2460
NFLX 10 241.01 2410
Total Equity Portfolio Value:  9845
Cash remaining after investing in stocks and which can be used for future investment 155
Total Portfolio (Shares + Cash) 10000

 

____________________________________________________________

Name:  Coco (Grade 5) 

Stocks Invested

(Ticker Symbols)

# of shares Price on Day 1 ($) Value on Day 1 ($)
DOL 4 159.80 639.20
MRU 3 39.97 119.91
WMT 10 100.96 1009.60
CTC 20 241 4820
Total Equity Portfolio Value:  6588.71
Cash remaining after investing in stocks and which can be used for future investment 3411.29
Total Portfolio (Shares + Cash) 10000

____________________________________________________________

Name:  Arlo (Grade 5) 

Stocks Invested

(Ticker Symbols)

# of shares Price on Day 1 ($) Value on Day 1 ($)
NFLX 12 240.76 2889
AMZN 2 1320.75 2642
AAPL 13 155.51 2022
TSLA 8 302.84 2422
Total Equity Portfolio Value:  9975
Cash remaining after investing in stocks and which can be used for future investment 25
Total Portfolio (Shares + Cash) 10000

 

____________________________________________________________

Name:  Kavi (Grade 5) 

Stocks Invested

(Ticker Symbols)

# of shares Price on Day 1 ($) Value on Day 1 ($)
AAPL 30 157.74 4732.20
NFLX 10 244.59 2445.90
MSFT 28 87.09 2438.52
UAA 18 13.46 242.28
Total Equity Portfolio Value: 

9858.90

Cash remaining after investing in stocks and which can be used for future investment 141.10
Total Portfolio (Shares + Cash) 10000

 

 __________________________________________________________

Name:  Ellie (Grade 5) 

Stocks Invested

(Ticker Symbols)

# of shares Price on Day 1 ($) Value on Day 1 ($)
AAPL 31 157.72 4889.32
AMZN 8 1320.24 1320.24
TSLA 1 301.98 2415.84
LULU 16 77.34 1237.44
Total Equity Portfolio Value: 

9862.84

Cash remaining after investing in stocks and which can be used for future investment 137.16
Total Portfolio (Shares + Cash) 10000



 

 __________________________________________________________

Name:  Henry (Grade 5) 

Stocks Invested

(Ticker Symbols)

# of shares Price on Day 1 ($) Value on Day 1 ($)
CAT 21 145.65 3058.65
MSFT 3 1025.06 3075.82
BMW 10 132.76 1327.64
ATVI 38 65.41 2484.59
Total Equity Portfolio Value: 

9946.70

Cash remaining after investing in stocks and which can be used for future investment 56.30
Total Portfolio (Shares + Cash) 10000

Henr 

 __________________________________________________________

Name:  Lex (Grade 5) 

Stocks Invested

(Ticker Symbols)

# of shares Price on Day 1 ($) Value on Day 1 ($)
NYSE**
AMZN 2 1346.20 2692.40
TSLA 13 301.16 3935.10
AXY 51 7.74 394
Total Equity Portfolio Value: 

7021.50

Cash remaining after investing in stocks and which can be used for future investment 2978.50
Total Portfolio (Shares + Cash) 10000

** This is not a ticker for a company.  Cannot buy shares of a Stock Market. Please select another company. 

 __________________________________________________________

Name:  Layla (Grade 5) 

Stocks Invested

(Ticker Symbols)

# of shares Price on Day 1 ($) Value on Day 1 ($)
AAPL 4 155.54 1555
AMZN 10 1328.13 5313
BMO 27 94.67 2556
GOOGL**
Total Equity Portfolio Value: 

9242

Cash remaining after investing in stocks and which can be used for future investment 758
Total Portfolio (Shares + Cash) 10000

** Trade did not go through as wrong price entered. To invest in this company please check the Ticker and the Stock Price and add it to your submission for the next day. 

 __________________________________________________________

Name:  Annika (Grade 5) 

Stocks Invested

(Ticker Symbols)

# of shares Price on Day 1 ($) Value on Day 1 ($)
SBUX 20 54.63 1093
JTR 3333 1.33 4432.89
AMZN 1 1326.07 1326
BMO 30 94.63 2839
Total Equity Portfolio Value: 

9690.89

Cash remaining after investing in stocks and which can be used for future investment 309.11
Total Portfolio (Shares + Cash) 10000

 

 

 __________________________________________________________

Name:  Cici (Grade 5) 

Stocks Invested

(Ticker Symbols)

# of shares Price on Day 1 ($) Value on Day 1 ($)
MSLH 4 388.54 1554.16
NKE 9 63.72 573.48
AMZN 2 1319.29 2638.76
ADS 5 176.55 882.75
Total Equity Portfolio Value: 

5649.15

Cash remaining after investing in stocks and which can be used for future investment 4350.85
Total Portfolio (Shares + Cash) 10000

 

__________________________________________________________

Name:  Noa (Grade 5) 

Stocks Invested

(Ticker Symbols)

# of shares Price on Day 1 ($) Value on Day 1 ($)
AAPL 2 155.31 311
TSLA 5 301.98 1509.9
THI 9 23.16 208.44
TD 8 70.72 562.56
Total Equity Portfolio Value: 

2591.90

Cash remaining after investing in stocks and which can be used for future investment 7408.10
Total Portfolio (Shares + Cash) 10000

 

__________________________________________________________

Name:  August (Grade 5) 

Stocks Invested

(Ticker Symbols)

# of shares Price on Day 1 ($) Value on Day 1 ($)
TSLA 4 301.51 1210.04
AAPL 20 155.16 3103.20
UAA 60 13.43 805.80
NKE 35 63.74 2230.90
Total Equity Portfolio Value: 

7349.94

Cash remaining after investing in stocks and which can be used for future investment 2650.06
Total Portfolio (Shares + Cash) 10000

 

__________________________________________________________

Name:  Mitsuko (Grade 5) 

Stocks Invested

(Ticker Symbols)

# of shares Price on Day 1 ($) Value on Day 1 ($)
IDG 259 19.30 4998.7
AAPL 8 154.20 1233.60
NFLX 5 244.68 1223.40
TSLA 8 305.32 2442.56
Total Equity Portfolio Value: 

9898.26

Cash remaining after investing in stocks and which can be used for future investment 101.74
Total Portfolio (Shares + Cash) 10000

 

__________________________________________________________

Name:  Mirabella (Grade 5) 

Stocks Invested

(Ticker Symbols)

# of shares Price on Day 1 ($) Value on Day 1 ($)
SBUX 30 54.58 1637.40
KO

10

43.13 431.30
GOOGL 4 1046.27 4185.08
SCHL 100 37.01 3701.00
Total Equity Portfolio Value: 

9954.78

Cash remaining after investing in stocks and which can be used for future investment 45.22
Total Portfolio (Shares + Cash) 10000

 


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