December 15, 2009
7:30 - 9:30 p.m.
Miles Nadal Jewish Community Centre
750 Spadina Ave (southwest corner of Spadina & Bloor)
1. Administration: Sign in and payment ($10)
2. Welcome New Members
3. Guest Speaker Jorge Ramos, CFP, CLU, Certified Financial Educator
Customized Performance Benchmarking
Just because many of you are managing your own portfolios doesn't mean that they shouldn't be tracking their performance in relation to some benchmark. Using a generic, off-the-shelf benchmark may not accurately mirror their portfolio and therefore be a poor basis for comparison. I will show them how to design a benchmark that most closely resembles their investment portfolio.
4. Stock Review
A) Dollarama - Eckhard
B) Maple Leaf Foods – Volunteer Needed
5. Investopedia Tutorial – Short Selling – Luke
6. New business