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INVESTMENT CLUB NATIONAL CONFERENCE 2007
Top Tips for Starting and Sustaining an Investment Club
Peter SalenieksDynamic Investment Club
&Mike Evans
Millennium Materialists Investment Club
INVESTMENT CLUB NATIONAL CONFERENCE 2007
Tip 1: Plan Ahead
• Aims & objectives
• Guiding principles
• The mechanics
• Record keeping
A Steep & Rocky Road to Virtue?
INVESTMENT CLUB NATIONAL CONFERENCE 2007
Tip 2: Make The Whole Greater Than The Sum Of The Parts
• Everyone has something to offer
• Work together
• Share the burden
• Collective research
United We Conquer
INVESTMENT CLUB NATIONAL CONFERENCE 2007
Tip 3: Adopt A Structured Approach To Investing
• Decision making
• Elements of a structured approach– Portfolio
management, asset allocation and sector weightings
– If and when to invest
MarketRecommendations
& Topical Tips
Treasurer’sReport
Vote onTopical
Tips
PortfolioReview
INVESTMENT CLUB NATIONAL CONFERENCE 2007
Tip 4: Learn From Experience
• Selling is harder than buying
• It takes time to establish a system that works for you
• Review decisions
Don’t be a Booby!
INVESTMENT CLUB NATIONAL CONFERENCE 2007
Tip 5: Innovate
• Roles for collective and international investments
• Maintain a balance
• New products
Adopt an Innovative Mindset
INVESTMENT CLUB NATIONAL CONFERENCE 2007
Tip 6: Make Your Club Sociable
• Make it convivial
• Deal with business efficiently
• Arrange social events
• Have fun!
INVESTMENT CLUB NATIONAL CONFERENCE 2007
Tip 7: Enter Competitions
• National competitions
• Fantasy share competitions for your club