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/ Cl