Investment Analysis

Today we'll be using some of the tools we've learned to analyze an investment portfolio. Here is your scenario:

You are a investment analyst. You have a friend who is a successful businessperson. Over lunch one day, she confides in you that she has become unhappy with her current investments. She says that her returns have been consistently lagging the market. While her account has not lost much in value, it has not gained much either. You ask her if she knows what she's invested in she gives you a list of mutual funds listed by their trading symbol along with the total amont she has invested in each fund.

BND - $100,000
ARTIX - $100,000
BNDX - $100,000
VFIAX - $200,000

Total Account Value - $500,000

You know from training and experience that a good portfolio is composed of a diversified group of stock mutual funds, 20% large companies (large cap), 20% mid-sized companies (mid cap), 20% small companies (small cap), 20% foreign companies, and 20% bonds. You decide to recommend the following list of 5 mutual funds equally funded.

VFIAX  - Large Cap Mutual Fund
VIMAX - Mid Cap Mutual Fund
VSIAX - Small Cap Mutual Fund
ARTIX - International Stock Mutual Fund
BND - Bond Market Fund

Some of these mutual funds she already owns, others, she will need to buy. 

Here is what you'l have to do to prepare your proposal:

• Research each of her current holdings on YahooFinance so you can describe what mutual funds she owns. 
• Create a Google Docs file describing each of the mutual funds you are recommending
• Create a pie chart showing her current investments
• Create a pie chart showing her what investments you are recommending
• Create a Google Slides file to present your recommendations

Here's how to complete the assignment:

1. Create a new folder on your Google Drive. Name your folder Portfolio Analysis.

2. Create a Google Docs file named Recommendation. In this document, describe each of her current mutual fund holdings along with a complete description of the mutual funds you are recommending for her. You can find thhis information on the Yahoo Finance Web site. I have provided links for your convenience.  Format your paper in 12 point Times New Roman, double spaced text. Describe the sales and purchases that she will have to make in order to re-balance her portfolio

3. Create 2 pie charts using Google Sheets, one showing her current holdings and one showing the mutual funds you are recommending. Name the files Current and Future.

4. Create a Google Slides file. Make sure it looks professional! Use 4 slides to make your presentation: Introduction, Current Portfolio with imported pie chart, Future Portfolio with imported pie chart, and Closing slide showing the sales and purchases that she will have to make.

This project is worth 20 points total and it is due at the end of class.

Rubric:

There are 3 parts to this assignment.

Google Docs File - 5 points
2 Pie Charts created using Google Sheets - 5 points each (10 points total)
Google Slides presentation -  5 points

Total 20 points

Extending your Knowlege

Now that you have a basic understanding of Google Slides, you can now practice using additional procedures like adding pictures and links. You can also experiment with transitions, and animations.

Assignment:

Your assignment is to make 2 slide presentations using the following materials. Make sure you use transitions and animations on your slides. You will use the same information on both slide presentations but use 2 different styles. Title the presentations Sexting 1 and Sexting 2. Place these in your Slides folder when you're done.

Use these photos

 
Use these links

Sexting Definition - en.wikipedia.org/wiki/Sexting
TBI - http://www.tbi.state.tn.us/
Sex Offender Registry - http://www.tbi.state.tn.us/sex_ofender_reg/sex_ofender_reg.shtml


Use this text

Laws Pertaining to Sexting in the State of Tennessee

Currently, in Tennessee anyone - regardless of age - who creates, distributes or possesses an image of a minor engaged in a sexually explicit act may be prosecuted under the State’s child pornography laws and if convicted, will generally be required to register as a sex offender.

Legislative Summary

Tennessee has not created a separate statute for sexting crimes. Therefore, a minor who is caught creating, distributing, or possessing a sexually explicit image of another minor could be charged under the State’s child pornography statutes. If the minor is convicted of a felony they will generally be required to register as a sex offender.

Law and Punishment

In general, under Tennessee law it is a felony to either:

Knowingly possess any material of a minor engaged in a sexual act.

Anyone caught can be charged separately for each item found that contains a minor engaged in a sexual activity.

If convicted, an individual could face up to 12 years in prison and/or a fine of up to $5,000. The penalty increases if a person is caught with more than 50 items and increases again if caught with more than 100 items.

Knowingly promote, sell, distribute, transport, purchase or exchange material, or possess with the intent to promote, sell or distribute any material that contains a minor engaged in a sexually explicit activity.

Anyone caught can be charged separately for each item found that contains a minor engaged in a sexual activity.

If convicted, an individual could face up to 15 years in prison and/or a fine of up to $10,000. The penalty increases to a possible 30 years in prison and/or $25,000 fine, if a person is caught with more than 25 items.

Knowingly use a minor in creating or participate in material that contains a minor engaged in a sexually explicit activity.

Anyone caught can be charged separately for each item found that contains a minor engaged in a sexual activity.

If convicted, an individual could face up to 30 years in prison and/or a fine of up to $25,000.

If convicted of a felony an individual would generally be required to register as a sex offender.

 

 

Intro to Google Slides

Review the video above. Your assignment is to create a Google Slides presentation of your resume.

Making an Impact with Graphics

Distracted driving has become a major problem with teenage drivers in the United States. With the proliferation of cell phones, teenage drivers have become susceptible to numerous distractions from text messaging and phone calls. Last year over 400,000 people were injured in accidents involving distracted drivers.

Now that you know how to create bar charts, histograms and pie charts, it's time to put your skills to good use. In this project, we're going to create two related items, an informational poster and a brochure on texting and driving. On this site, you'll find some useful information on the problem of distracted drivers. You can also find more information on the FCC web site here. You'll also notice that several statistics are cited on both sites. You'll use these statistics to create meaningful charts that support the point of your poster and brochure. Here's another great site for resources you might use.

Assignment: Your objective is to create two items, (1) a 11" x 17" poster and (2) a 8.5"x11" tri-fold brochure to inform teenagers of the dangers of texting and driving. You may use any of the images below. You must also create at least two charts or graphs from the statistics provided. You may use any sort of chart that you like as long as it is persuasive and illustrates the problem. You may use any headline that you like as long as it effectively communicates the dangers of texting and driving. You must also write your own text to the poster and brochure. Create your own unique design using Google Draw or Google Docs, then create your own charts and import them into the two designs. Create a shared folder and name it Texting and place your files in it. You'll have two full  class periods to complete this project. This project is worth 50 points so do your very best work. Also, keep in mind that plagiarism is unacceptable. Using other students' work in your assignment will result in a zero for your grade and you will not be allowed to make this up.

Rubric:

• Effective headline - 0-5 points
• Meaningful text that relates to the headline - 0-5 points
• Photos which illustrates the issue - 0-5 points
• Two charts or graphs - 0-15 points
• Completed poster - 0-10 Points
• Completed tri-fold brochure - 0-10 Points

Total maximum points 50

State Standards: 13) Complete a comprehensive word-processing project with instructor approval that applies the skills acquired in this section. (TN CCSS Writing 4, 6, 7)

Google Calendar

Keeping up with your schedule can get quite hectic during school. Not only do you have to keep up with homework assignments and test dates, you also have club schedules, sporting events, practices and special occasions like birthdays. One of the best tools to use both at your computer and on your cell phone is Google Calendar. Here is a quick tutorial:

You can also embed a Google Calendar on your personal web site. Here's how you do it.

Assignment: Create your own Google Calendar. Add your birthday, and at least one high school sports or club schedule. There should be at least 10 events on your personal calendar. Share your calendar with your instructor before you leave class today. Also, try sharing your calendar with a classmate. Add weather or a sports schedule to your calendar.

Rubric: This assignment is worth 10 points total. You will receive a point for each item on your calendar. You calendar must be shared with your instructor before the end of class.

Creating Pie Charts

Pie charts are used when we have a finite number of the population that we are wanting to examine (IE, a fixed amount of pie). Consequently, a variation in one variable directly affects the other variables. If you eat a portion of the pie, you can't get any more without making a while new pie. Get it?

Today we will be looking at cell phone usage, specifically, which cell phones students use. First, we'll need to take a poll of our sample set. In this case, it will be our class. For the purposes of this exercise, we'll use this set of hypothetical polling data from a class of 23 students. If you have real polling data, use that instead.

Android 10
iPhone 7
Windows 3
Other 3

Now, to create a pie chart, we'll have to use Google Sheets. Follow the following steps:

1. First, open your Google Drive and create a new Google Sheets file. Rename the file Cell Phone, and place the file in your charts folder. 
2. Next, enter the phone type in the first column (A). In column B, enter the number of phones.
3. Now, click on A1 and then click on B4 while holding down the shift key.
4. With the data selected, click on the Insert menu and click on charts and select Pie Chart.
5. Select customize and change the chart title to  Cell Phone Market Share.
6. To save the chart as a .png file, click on the small down arrow in the upper right hand corner and click Save Image. Save the chart to a local Downloads folder and then upload it to your Google Drive.
7. Congratulations! You're done!

Make sure your work is turned in by the end of class. If you have time, try changing the colors by clicking on each section. You can also change the chart to a bar chart by selecting a different type. Try it!

Your classwork will be graded on the following rubric.

Accuracy of the data. 0-4
Proper chart labeling 0-4
Proper spelling 0-2

Total 10 points