Size of Other Clubs
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My club is gong on its fourth year. We are curious about how many years other clubs have been in existence. How many members, number of stocks, what is your valuation. Thanks for sharing. Hi Russell - Nationwide Investment Club has been around 6 1/2 years and currently have 8 members. Our units are currently valued at $27.315. Mark Eckman -----Original Message----- From: club_cafe@bivio.com [mailto:club_cafe@bivio.com] On Behalf Of RUSSELL WARD Sent: Friday, June 20, 2014 7:12 AM To: club_cafe@bivio.com Subject: [club_cafe] Size of Other Clubs My club is gong on its fourth year. We are curious about how many years other clubs have been in existence. How many members, number of stocks, what is your valuation. Thanks for sharing. Sessions Investment Club launched in Apr-2012 with 3 members. We now have 6 members and our share value is $13.236. Diamonds & Dividends founded in 1999. Currently 10 members (can have up to 16). Valuation about $118,000. 26 stocks but we are trimming back this month. Would enjoy you sharing your informal survey results.
On Fri, Jun 20, 2014 at 8:11 AM, RUSSELL WARD <russdward@gmail.com> wrote: My club is gong on its fourth year. We are curious about how many years other clubs have been in existence. How many members, number of stocks, what is your valuation. Thanks for sharing. Hi Russell, I am in two clubs. One began in 1998. It has 7 members, 13 stocks and a NAV of $33.16. The other began in 2009. It has 8 members, 8 stocks and a NAV of $17.45 Fun question! Laurie Frederiksen
Invest with your friends! www.bivio.com Become our Facebook friend! www.facebook.com/bivio Follow us on twitter! www.twitter.com/bivio Follow Us on Google+ Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe ABODI Investment Club (aka A Bunch Of Dummies Investing) started in 2008 with 8 members and now we have 16 members and 27 stocks. Total Number of Valuation Units to Date 2,454.290918 Value of One Unit $26.750544 . John Rice On Friday, June 20, 2014 6:24 AM, Laurie Frederiksen <laurie@bivio.biz> wrote: Hi Russell, I am in two clubs. One began in 1998. It has 7 members, 13 stocks and a NAV of $33.16. The other began in 2009. It has 8 members, 8 stocks and a NAV of $17.45 Fun question! Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! www.facebook.com/bivio Follow us on twitter! www.twitter.com/bivio Follow Us on Google+ Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe South Shore Seniors, founded Jan 2006, currently has 24 members (can go up to 30), 13 stocks, a portfolio of $75,500, and a unit valuation of 44.8. We contribute a minimum of $25/month, but may contribute up to $100 (in $25 increments). As seniors, we have high turnover in membership and are constantly in an education mode.
On Fri, Jun 20, 2014 at 10:03 AM, John Rice <rice.j1969@att.net> wrote:
BCI founded 1994, 16 members, 16 stocks, unit valuation =$80.23
On Fri, Jun 20, 2014 at 10:03 AM, John Rice <rice.j1969@att.net> wrote:
Butterflies are
self-propelled flowers. - Robert A Heinlein
In our heyday the Crow River Investment Club had 15 members. Over the years we averaged 11-12. As with any kind of group, we had the 20-80 rule, where 20% of the people did 80% of the work. That was fine for the first few years. We managed to stay a nationally known model club, and we worked very hard to earn that reputation. But eventually, the select-few worker bees got fed up, and in 2009 we staged a coo, ran out all the lazy asses and ended up with 4 hard working members, where it has stayed.
I share this story only to say, there are an equal number of benefits to having a small or large club. Bigger clubs have more people to spread the work, lower dues required to make reasonable stock purchases, etc. But it also has a harder time managing members and getting a consensus on even the more minor things.
As a smaller group, we raised our dues to $75, bringing in the same $300/month that 10 members did paying $30/month. With only 4 it's easier to meet just about anywhere, or even to use Skype on those snowy days without having to pay for it - I think we can have up to 5 people on at once. Our parliamentary procedures got dropped as well. It's mor like partners managing a fund. But we also have 10+ years of club experience under our belts, too. So we were ready for that next level.
People tend to forget that the club is mainly for learning. Once you've learned what it has to offer, then it becomes more of a social experience. Structure is important in the beginning. Not so much later on.
Lynn O. Crow River Investment Club We started in 1997 (yikes, I feel old). We have 26 stocks, 12 members, and our valuation of one unit is $23.98. But most importantly, we have fun. On Fri, Jun 20, 2014 at 7:42 AM, Mark Eckman <mark2459@gmail.com> wrote: Hi Russell - Nationwide Investment Club has been around 6 1/2 years and Holy Cow BCI...$80.23? What do you own? On Fri, Jun 20, 2014 at 10:39 AM, Susan Maciolek <smaciolek@gmail.com> wrote:
We started in 1999. FWIW, our unit value is $13.74, but comparing unit values doesn't tell you anything about how successful a club has been. Our performance benchmark report shows an IRR of 6% over our existence (accounting for the variability of cash in-/out-flows), yet our unit value has only increased by 37.4%. In fact our unit value was below $10 for most of the first decade of our existence even though our performance was positive. The other fallacy in comparing unit values is that not all clubs start with a $10 unit value. Ira Smilovitz On Fri, Jun 20, 2014 at 11:58 AM, Kimberly Hazen <hazenfree@gmail.com> wrote:
MWIV, AAPL, CELG, TJX, UNP, ODFL, CTSH are our top performers. On Fri, Jun 20, 2014 at 11:02 AM, Kimberly Hazen <hazenfree@gmail.com> wrote:
Butterflies are
self-propelled flowers. - Robert A Heinlein
WISE started in 1995 with 17 members and soon grew
to 20. Capped it at 20 members and had a waiting list for a long
time. Began losing members after 9/11 and are now down to 7 dedicated
members. We have all grown to be good friends and all participate.
We hold 11 stocks and our unit valuation is $44.51. 2013 was a banner year
for us. in which we gained 39%, in spite of poor performance by APPLE, our
largest holding.
Dixie Thomas
The Orange Coast Women's Investment Club began in 1995 with 18 members. Our greatest number of members was 20 and our smallest was 16. We own 11 stocks and our unit value is $70.00 +/-. There are four charter members who remain active. Sent from my iPhone
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