AGENDA - December 15, 2009

By -
ELLEN’S DEGENERATES SHARE CLUB
Agenda
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

Popular posts from this blog

Investment Club Meeting on June 20, 2023 (Webinar)

By -
  Ellen's Investment Club  (Toronto Central Investment Share Club) Guest Speaker: Kim Bolton, President and Portfolio Manager, Black Swan Dexteritas Inc. Tuesday, June 20, 2023, 7:00 – 9:00 P.M. By videoconference 1. Member introductions 2. Approve Agenda 3. Guest Speaker: Kim Bolton, President and Portfolio Manager, Black Swan Dexteritas Inc.   Kim Bolton will speak about the ecosystem of artificial intelligence (AI) companies, so we can find publicly traded companies that are AI leaders and likely to grow more quickly 4. Club Survey implementation 5. Recent Market Events  Discussion on profitable listings reaching recent 52-wk highs or lows & reasons for such  performance 6. Ellen's Investment Club Stock Contest 7. What members are buying, selling, or watching? What's the best or/and worst move you made recently Would you do anything differently, why/why not? 8. Next meeting: Tuesday Sept. 19, 2023 7-9 p.m. 9. Adjourn Club contact: EllensDegenerates@hotmail.com Club B
Read more

Investment Club Meeting on October 17, 2023 (Webinar)

By -
Ellen's Investment Club  (Toronto Central Investment Share Club) Regular Session Tuesday, October 17, 2023, 7:00 – 9:00 P.M. By videoconference 1. New member introduction We are expecting about half a dozen students from Ellen’s current Investing for Beginners course at U of T. So let’s have everyone introduce themselves, describe the state of their investing skills and give their reasons for joining this club. 2. Approve Agenda 3. Current member introduction Since our club consists of many beginners and a number of very experienced people, let’s ask the “old timers” to say what they have learned about investing after years of buying securities, either with an advisor or on their own. 4. Recent market events Discussion of profitable listings reaching recent 52-week highs or lows and the reasons for such  performance. 5. Ellen's Investment Club Stock Contest Updated chart by Tom Loftus We’ll also look at the Globe and Mail’s stock contest, in which Report on Business readers are
Read more

Investment Club Meeting on April 16, 2024 (Webinar)

By -
   Ellen's Investment Club  (Toronto Central Investment Share Club) Guest Speaker: David Trahair, CPA, CA Tuesday, April 16, 2024, 7:00 – 9:00 P.M. By videoconference 1. Member introduction 2. Approve Agenda 3. Our guest speaker is  David Trahair , CPA, CA, David is a personal finance writer, trainer and e-Learning content developer. He is also an author of  six books on personal financial issues , including three national bestsellers. He was a columnist for CPA Magazine from 2014 to 2018 and spoke to a meeting of our club about a decade ago. I was checking out David’s site recently and saw a course that I thought would be helpful for investing novices and more experienced investors as well. It normally takes 3.5 hours and costs $275 for public attendees, but David will give us a shorter version in 45 minutes and answer our questions. His online course is called  The Complete Guide to All Your Investing Options .  Here’s how he describes it: “This course will show you all the diffe
Read more