WSJ.com: Economy

Tuesday, December 9, 2014

Investment Club Meeting On December 16, 2014

Ellen's Investment Club Agenda

Topic: Creating an Investment Portfolio


Tuesday, December 16, 2014, 7:30 – 9:30 P.M.
Room 218 (Please confirm at the front desk)
Miles Nadal Jewish Community Centre
750 Spadina Avenue (at Bloor)
Cost: $10.00 to cover the room rental (please pay Wendy)

1. Pizza (Please confirm attendance on meeting invitation e-mail)
2. Approve agenda
3. New member introductions
  • How did you hear about the club?
4. Member Brokerage Survey results: Stephane Marcotte
5. Investment Q&As
6. Club Investment Portfolio Simulation
  • Portfolio rules
    • Allocation (stocks, fixed income, other)
    • Number of investments/stocks
    • Reason for recommendation (analysis)
    • When to sell
    • Review schedule, reallocation
    • Other
  • Member recommendations
    • Why recommended (analysis)
    • Expected performance
    • When to sell
7. Round Table: Recent transactions
8. Next meeting: Tuesday January 13, 2015
9. Adjourn

Club blog: http://ellens-degenerates.blogspot.ca/Club e-mail: ellensdegenerates@hotmail.com