| GENERAL INFO |
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| TEACHER & INSTRUCTOR
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| STUDENTS & TRADERS |
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| OTHER INFORMATION |
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WELCOME TO THE CAL STATE EAST BAY SMS!
Sponsored by the Smith Center for Private Enterprise Studies.
A Project of the Center for Economic Education
School of Business & Economics
The California State University, East Bay Stock Market Simulation is a hands-on learning
experience for high school and middle school students designed to promote interest in
economics and current events. Student teams invest $100,000 in computer money and trade
stocks and mutual funds over a ten week period. The teams with the largest portfolio
values (based on real-world prices) receive awards and recognition at the end of the
simulation. Two ten-week simulations take place each year. One begins the first Monday
in October, and the other begins the last Monday in February.
Special thanks to the CFA Society of San Francisco
for support for this project!
TRADING DATES
| Fall 2008 Simulation: |
October 6th, 2008 - December 12th, 2008 |
| Spring 2009 Simulation: |
February 23rd, 2009 - May 1st, 2009 |
WORKSHOP
| Fall 2008 Simulation: |
Teachers may call Mary Sue at 925 212 3419, or email sms@csueastbay.edu to request a time to meet at CSUEB.
They will be provided:
- Some teaching resources
- Some practical suggestions for using the simulation in the classroom.
- Some hands on computer time.
- The opportunity to ask questions.
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| Spring 2008 Simulation: |
A workshop will be held on February 7, 2009 Teachers may call Mary Sue at 925 212 3419, or email sms@csueastbay.edu to request a time to meet at CSUEB.
They will be provided:
- Some teaching resources
- Some practical suggestions for using the simulation in the classroom.
- Some hands on computer time.
- The opportunity to ask questions.
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Pre-registration is requested. Call Mary Sue Kennedy @ 925 212 3419 or email sms@csueastbay.edu
Directions to campus and the music and business building are available on the CSU East Bay website:
Driving: Click Here
Music and Business Bldg.: Click Here
FEATURES
The Cal State East Bay Center for Economic Education has offered a stock market simulation
continuously since 1978. We are proud of our extremely reliable trade processing system and
our record of excellence in economic education. Our game currently offers these exciting features:
- REALISTIC PRICES: Internet trades receive 15 minute delayed prices.
- REALISTIC INVESTMENT OPPORTUNITIES: Students may trade mutual funds and preferred stocks as well as common stocks. Stocks earn dividends, and cash held earns interest.
- TEACHER-FRIENDLY: All teams may trade via Fax or Internet or both. Teachers may call toll-free numbers for answers to questions and for faxing in trades.
- TEACHER WORKSHOP: A free Saturday morning workshop is held for teachers before the spring simulation.
- STUDENT ACTIVE INVOLVEMENT AND LEARNING ENCOURAGED: To be eligible for prizes, students must actively participate in the stock market simulation, with the assistance of their teacher-advisor, and they have to create and maintain a diversified portfolio.
WHO PLAYS
Teachers of grades 5-12 may enroll student teams. College teams, adult
teams and individual students are welcome to participate also, but only
student teams with a teacher-advisor are eligible for awards. Teams may
play in one of three divisions: a high school division, a middle school
division, and an adult division.
The simulation has been used successfully in a variety of subject areas
including economics, math, history, government, business education,
personal finance and computer education. It has also been used successfully
in a variety of school settings including programs for the gifted and
talented, special education programs, Advanced Placement economics classes,
and alternative schools.
HOW TO PLAY
It's easy! Teachers divide their classes (or individual clubs) into teams, generally of 3-5 students.
They may enroll teams via this web page. Prior to the beginning of the simulation, teachers receive
team numbers and passwords.
Students decide which stocks or mutual funds they wish to trade based on their research or ideas.
Students may trade via the web page, or teachers may fax their trades to a toll-free number. Team reports
and rankings are updated daily on this web page.
There is a $15 per team fee for student teams with a teacher advisor, and a $20 per team fee for other
teams. Teachers will receive an invoice during the first week of the simulation for the number of
teams enrolled. Please call 510-885-3140 for an application.
PRIZES AND AWARDS
The philosophy of the Cal State University, East Bay Center for Economic Education is
that all students who participate in the Stock Market Simulation are winners as
they learn to apply economic decision making skills to the world of economics and investing.
Because some teams enjoy viewing the simulation as a competition, we recognize teams with
the largest portfolio values in the following ways:
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The top three teams in the high school division and the top three teams in the middle
school division will be mailed Amazon.com gift certificates. First
place team members in each division will receive $25 gift certificates, second place
team members will receive $20 gift certificates, and third place teams members will
receive $15 gift certificates. (Maximum, five gift certificates per team.)
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The top five high school teams and the top five middle school teams and their teacher
will be mailed Cal State East Bay Stock Market Simulation t-shirts. (T-shirts may also
be purchased from the Center for Economic Education for $10 each.)
PREVIOUS WINNERS
Spring, 2008 top five teams in each division
| Elementary/Middle School Division |
| Place |
School |
Team Number |
Advisor |
Portfolio Value |
| 1st |
Magnolia Intermediate School |
319357 |
Alex Croft |
$136,686.10 |
| 2nd |
West Hillsborough School |
319157 |
Angie Padian |
$129,994.47 |
| 3rd |
Magnolia Intermediate School |
319354 |
Alex Croft |
$125,171.04 |
| 4th |
Joaquin Moraga Intermediate |
319326 |
Erin Thompson |
$125,137.78 |
| 5th |
Kent Middle School |
319166 |
Brad Widelock |
$121,415.38 |
High School Division |
| Place |
School |
Team Number |
Advisor |
Portfolio Value |
| 1st |
Placer High School |
321133 |
Kathleen Bennett |
$144,617.20 |
| 2nd |
DeLaSalle High School |
321200 |
Leo Lopoz |
$143,112.80 |
| 3rd |
Mission an Jose High School |
321264 |
Kay Barton |
$140,567.98 |
| 4th |
Placer High School |
321131 |
Kathleen Bennett |
$133,499.25 |
| 5th |
Foothill High School |
321244 |
Greg Haubner |
$132,493.76 |
Fall 2007 top five teams in each division
| Elementary/Middle School Division |
| Place |
School |
Team Number |
Advisor |
Portfolio Value |
| 1st |
Piedmont Middle School |
219346 |
John White |
$108,430 |
| 2nd |
Concordia School |
219327 |
Kathy Panus |
$107,896 |
| 3rd |
Piedmont Middle School |
219340 |
John White |
$106,868 |
| 4th |
Bret Harte Middle School |
219353 |
Roger Nadey |
$106,787 |
| 5th |
Folsom Middle School |
219375 |
Marcene Covington |
$105,874 |
High School Division |
| Place |
School |
Team Number |
Advisor |
Portfolio Value |
| 1st |
Mesa High |
221314 |
Jim Monsour |
$153,791 |
| 2nd |
Notre Dame High School |
221079 |
Loren Molnar |
$120,504 |
| 3rd |
Notre Dame High School |
221018 |
Michael McKenna |
$115,631 |
| 4th |
Foothill High School |
221373 |
Greg Haubner |
$114,541 |
| 5th |
Piedmont High School |
221572 |
Gabrielle Kashani |
$114,484 |
Spring 2007 top five teams each division
| Elementary/Middle School Division |
| Place |
School |
Team Number |
Advisor |
Portfolio Value |
| 1st |
Magnolia Intermediate |
819132 |
Alexander C. Croft |
$113,296 |
| 2nd |
Magnolia Intermediate |
819141 |
Alexander C. Croft |
$113,072 |
| 3rd |
Orinda Intermediate |
819015 |
Jennifer Forrey |
$110,402 |
| 4th |
Cabello Elementary |
819032 |
Bud Woll |
$109,977 |
| 5th |
Orinda Intermediate |
819020 |
Jennifer Forrey |
$109,586 |
| High School Division |
| Place |
School |
Team Number |
Advisor |
Portfolio Value |
| 1st |
Mesa High |
821156 |
Jim Monsour |
$142,380 |
| 2nd |
Foothill High |
821522 |
Greg Haubner |
$135,380 |
| 3rd |
Foothill High |
821508 |
Greg Haubner |
$132,105 |
| 4th |
Thurgood Marshall |
821577 |
William Sloan |
$126,327 |
| 5th |
Foothill High |
821106 |
Greg Haubner |
$124,205 |
Fall 2006 top five teams in each division
| Elementary/Middle School Division |
| Place |
School |
Team Number |
Advisor |
Portfolio Value |
| 1st |
Piedmont Middle School |
719138 |
John White |
$106,432 |
| 2nd |
Saint Marks School |
719120 |
Elizabeth Mann |
$106,358 |
| 3rd |
Saint Marks School |
719116 |
Elizabeth Mann |
$105,936 |
| 4th |
Saint Marks School |
719110 |
Elizabeth Mann |
$105,433 |
| 5th |
Saint Marks School |
719115 |
Elizabeth Mann |
$105,286 |
| High School Division |
| Place |
School |
Team Number |
Advisor |
Portfolio Value |
| 1st |
Foothill High School |
721302 |
Greg Haubner |
$148,891 |
| 2nd |
Monte Vista High School |
721255 |
Greg Blandino |
$131,009 |
| 3rd |
Monte Vista High School |
721201 |
Scott Stiefvater |
$127,160 |
| 4th |
Foothill High School |
721326 |
Greg Haubner |
$125,602 |
| 5th |
Monte Vista High School |
721224 |
Scott Stiefvater |
$124,684 |
CONTACT US
The following phone numbers and email addresses are provided for teachers. We request
that students ask questions to their teachers, and then teachers may contact us if
they do not know the answers.
For general information about the simulation, about registering teams and obtaining team
numbers and passwords, for information about the teacher workshop and for billing
inquiries, please contact:
Mary Sue
Stock Market Simulation Coordinator
Phone: (925)212-3419
Email: sms@csueastbay.edu
Once teams are registered and playing the simulation, if there are questions about the
value of portfolios, trades going through, prices, orders, or difficulties using the
web page, teachers may contact:
SMS Help Desk
Phone: 1-866-SMS-DESK7 between a.m. and 3 p.m. Pacific Time
Fax: (888)275-0969
For suggestions, to sponsor our simulation, or for administrative questions please contact:
Jane S. Lopus. Ph.D.
Professor of Economics and Director, Center for Economic Education, Cal State East Bay
Phone: (510) 885-3140
Email: jane.lopus@csueastbay.edu
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Offered again for the 2008-2009 school year. In addition to our normal 10 week trading period,
the California Council on Economic Education is now offering a 7 month long National competition.
Please see your Center's home page for more information.
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