Club Documents:
Partnership Agreement
Operating Procedures
Meeting Rules
Standard Agenda
Proxy Form
Quarter Stock Report Form
Quarterly Stock Report Schedule
Meeting & Stock Presentation ScheduleClubhouse Matters:
Roster of
Members
Minutes of
the Meetings
Club Chat Room
Club
Polling Booth
Portfolios:
Club Holdings Dashboard on Manifest
New Club Portfolio formats coming!
Education:
Please Read
First: We have posted our education
materials on this website for
the
benefit of our members. We are willing to share them as
long
as you respect our request not to upload them to another public
website or change them for the purpose of teaching for-profit classes
(without permission). However, you may copy
and use them for your club. Link! Don't
Steal!
Enter Here
Miscellaneous Club Folders:
Our Bivio storage
page is where our
members
upload stock reports, SSGs, and other work in progress. Most folders
are open to the public.
Enter Here Catch-All Corner:
Miscellaneous Documents:
S&P Global Industry
Classifications
S&P Diversification Worksheet
Value Line Diversification Worksheet
Modified Rule Maker Criteria
Buffettology - How He Does It
Value Line Long-Term Stock Market Growth Chart Favorite
Club Websites:
Moose Pond Investors
Happy Destiny Investment Club
Women's Investment Network
Wild Capital Investment Club
IAG
Investment Analysis Group
Bob Adam's Personal Website
Florida Space Coast Chapter Toolkit Tips
Club Directories:
Bivio
Directory of Club Home Pages
SSIC Club Directory
Financial.com
Investment Club Webring
Investment Club Webring
Mutual Funds:
Amy B. Crane Website
Members' Only:
Club Annual
Reports
Manifest Materials
Analyst Reports |
Newcomers:
Joining our Club:
New Member Prospectus
Club Application
Helpful Websites and Articles:
Manifest Investing - A Strategy for Success
Bivio
- Investment Club Hub & Club Accounting
Kingsoft
- Stock/Portfolio Analysis Software - Free
IClub - Stock/Portfolio Analysis Software - PC
Churr
- Stock/Portfolio Analysis Software - MAC
Intro to Investment Clubs - Motley Fool
Intro to Investment Clubs - Investopedia
Investment Clubs and the SEC
So You Want to Start an Investment Club?
Everyone is an Equal
Partner
(And why that
doesn't work)
- provided by Herb
Barnett
When the
Wrong Member Joins Your Club
Books Our Club Recommends:
Take Stock by Ellis
Traub (great for beginners!)
Investment Clubs for Dummies by Doug Gerlach
The Beardstown Ladies book series
The Investment Club Book by John Wasik
Investment Clubs by Kathryn Shaw
One Up On Wall Street by Peter Lynch
Beating The Street by Peter Lynch
Common Stocks Uncommon Profits by P.A. Fisher
How to Read a Financial Report by John A. Tracy
How the Economy Works by Edmund A. Mennis
Online Investing Hacks by Bonnie Biafore
Wall Street Words by David L. Scott (dictionary)
Club Favorite! *The Five Rules for Successful Stock
Investing by Pat Dorsey of Morningstar*
(Some books might be out of circulation.
Check
your library, used books stores or Ebay. They
are all worth it!)
Research on the Web:
General Websites:
SEC Filings - Edgarscan
Historical Prices - Motley Fool (Chart|Historical)
Historical Prices - Yahoo! Finance (Hist. Prices)
5-Yr. Earnings Estimates - Yahoo! Finance
5-Yr.
Earnings Estimates
- MSN Money
Financial Research - MSN
Financial Research - Reuters
Competitors - Hoover's
Competitors - Smart Money
Direct/Drip Investing - Moneypaper
Conference Calls -
Company
Board Room
Industry Websites:
Industry Research -
Yahoo! Finance
Industry
Research
-
Executive Library
Industry Research - Financial
Times
Industry News - Yahoo Finance
Industry News - MSN
Industry Comparisons - Reuters
Charts by Industry - Big Charts
Industry Averages -
IClub.com
How to
Research - Polson Enterprises
How to Research - Darden Camp Library
How to
Research - FlipDog.com
How to Research - Hofstra University
Retail/Same Store Sales - Retail Forward
Banking
News - bankstocks.com
Just For the Fun of It!
Value Pro (calculates Intrinsic Value of a stock)
VectorVest (detailed stock analysis - free sign up)
GuruAnalysis -
NASDAQ.com (free stock analysis)
The Corporate Library Governance Blog
One-Stop-Shop Super Sites:
CEOExpress
Wall Street Executive Library
Trader's World
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