We aim to double our money every five years, implying a compound annual growth rate of at least fifteen percent. In selecting stocks for our portfolio, we employ the fundamental analysis techniques of NAIC's Stock Selection Guide (SSG). (For additional information, see Starting and Running a Profitable Investment Club, O’Hara and Janke, Times Books, 1998.) An SSG is prepared for each prospective investment and its competitors, and the results are evaluated to determine if the stock in question is worthy of purchase. This analysis must be completed before a given stock is purchased. Once a stock is added to our portfolio, it is assigned to a club member for ongoing monitoring.
Invest Regulary, Regardless of the Market Outlook Reinvest All Earnings Invest in Growth Companies Diversify to Reduce Risk
Our aim is to build an investment portfolio providing above-market returns. To this end, we place heavy emphasis on ongoing education. We regularly pursue education on a variety of financial topics to enhance our investing knowledge by learning new techniques or improving upon old ones.
For more information concerning our club's operations, view our Partnership Agreement and By-Laws.
attend club meetings (at least half over any twelve-month period); pay annual club dues to cover operating expenses; add at least $50 per month to their interest in the club's portfolio; contribute toward the selection and/or ongoing monitoring of the club's investments; and devote time outside of club meetings to the club's activities
Review/Approval of Minutes from Prior Month's Meeting Presentation/Approval of Monthly Treasurer's Report Reports on Key Developments for Existing Stock Holdings Stock Study Presentations and Buy/Sell Decisions Educational Presentation Old/New Business
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