What Characteristics Do You Look For In A New Member?
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What Characteristics Do You Look For In A New Member? Hi Everyone, I thought it would be interesting to tap into some of your investment club experiences to developsome more information for those thinking of starting an investment club. How would you answer this 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 A sense of humor CHUCK B From: Laurie Frederiksen <laurie@bivio.biz> To: The Club Cafe <club_cafe@bivio.com> Sent: Tuesday, October 7, 2014 11:41 AM Subject: [club_cafe] What Characteristics Do You Look For In A New Member? Hi Everyone, I thought it would be interesting to tap into some of your investment club experiences to developsome more information for those thinking of starting an investment club. How would you answer this 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 An enthusiastic desire to learn about investing and a "20%" team player - one who expects to give as much as they get. On Tuesday, October 7, 2014 11:16 AM, charles brunell via bivio.com <user*27984200001@bivio.com> wrote: A sense of humor CHUCK B From: Laurie Frederiksen <laurie@bivio.biz> To: The Club Cafe <club_cafe@bivio.com> Sent: Tuesday, October 7, 2014 11:41 AM Subject: [club_cafe] What Characteristics Do You Look For In A New Member? Hi Everyone, I thought it would be interesting to tap into some of your investment club experiences to developsome more information for those thinking of starting an investment club. How would you answer this question? Laurie Frederiksen
Invest with your friends! http://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 It's hard to put this one into a precise characteristic, but we look for someone who matches the "vibe" of our group. We are very relaxed. As the years go by, we're finding ourselves busy with family and kids and so someone who wants a strict "this is what we're going to cover/do at the meeting" process just won't be happy. However, if they are chill and want to make some new friends while learning about stocks and catching up on kids/grandkids/dogs/vacation stories, then we'll be great together. So I guess "philosophy match" would be what we're looking for in a new member. Cheers, Kimberly On Tue, Oct 7, 2014 at 10:41 AM, Laurie Frederiksen <laurie@bivio.biz> wrote:
A visionary, someone interested in local and world events. On Tue, Oct 7, 2014 at 11:41 AM, Laurie Frederiksen <laurie@bivio.biz> wrote:
Great thoughts so far. Thank you. I think comments like these are very valuable for someone considering starting an investment club.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 An interest in fundamental analysis. Unlike my technical analysis friend whose motto is "Never judge a stock by the company it keeps." From: club_cafe@bivio.com [mailto:club_cafe@bivio.com] On Behalf Of Laurie Frederiksen Great thoughts so far. Thank you. I think comments like these are very valuable for someone considering starting an investment club. Looking forward to hearing others thoughts too. Laurie Frederiksen LOL. That is why I love to get input from you guys. You bring such a witty perspective. 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 On Tue, Oct 7, 2014 at 1:33 PM, Ira Haas wrote:
Briefly, a willingness to study, learn, and participate in all club operations. Bob On Oct 7, 2014, at 11:41 AM, Laurie Frederiksen wrote:
Personally, I look for an adult (in both age and temperament) human being (no corporations, partnerships, trusts or other legal entities) who understands that becoming a successful investor requires a certain amount of money, time, effort and knowledge, and who is willing to supply these resources in a group environment. Well said William! On Oct 8, 2014, at 5:13 PM, William C. Peterson wrote: > Personally, I look for an adult (in both age and > temperament) human being (no corporations, partnerships, > trusts or other legal entities) who understands that > becoming a successful investor requires a certain amount of > money, time, effort and knowledge, and who is willing to > supply these resources in a group environment. We look for curiosity about investing, and perhaps a bit of fear. Most of our (new) members are new to investing, with responsibility for their own financial future thrust upon them by death of a spouse, divorce, retirement, etc. We ask them to attend two meetings and decide if they "fit" our style. We hold workshops, teach them what they need to know, and gradually work them into full participation. |
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