investment project

Rubric

		Investment Project Grading Rubric
			A	B	C	D	F
	60%	1. Diversification among the various industries is essential to minimize loss exposure.	>=12 Stocks	10-11 Stocks	6-9 Stocks	3-5 Stocks	1-2 Stocks
		Points Available	54-60	48-53	42-47	36-41	0-35
	10%	2. Allocate among the 5 main industries in our economy to include: technology, banking, industrial, consumer, energy, entertainment, insurance, automobile, and durables	5 Industries	4 Industries	3 Industries	2 Industries	1 Industry
		Points Available	9-10	8-9	7-8	6-7	0-6
	10%	3. To enhance the learning experience, select a mixture of DJI and NASDAQ stocks (maybe even S&P 500). Diversify across different size companies.	Stocks divided equally: Small Cap Mid Cap Large Cap	Stocks concentrated in two of three size corporations	Majority of stocks are same size corporations	No size diversification	No size diversification
		Points Available	9-10	8-9	7-8	6-7	0-6
	3%	4. Define overall investment strategy	Thoroughly defined	Adequately defined	Partially defined	Less than adequate	No strategy
		Points Available	3	2.75	2.25	1.75	0
	2%	5. Comment on how stock choosen fit with overall investment strategy.	Thoroughly defined	Adequately defined	Partially defined	Less than adequate	No strategy
		Points Available	2	1.7	1.5	1.3	0
	5%	6. Level of research in choosing stocks: Type company Industry sector Financial ratios identified Financial performance	More than adequate	Adequate research	Some research	Less than adequate	No research
		Points Available	4.5-5	4-4.5	3.5-4	3-3.5	0-3
	10%	7. Clarity, writing mechanics, and formatting requirements:
		Points Available	9-10	8-9	7-8	6-7	0-6
	100%	Total

Sheet2

Sheet3

1

2

3

4

5

A

B

C

Investment Project Grading Rubric

60%

1. Diversification among the various industries is essential to minimize loss exposure.

Points Available