Investment Club Meeting on January 13, 2015
Ellen's Investment Club Agenda
Topic: Creating an Investment Portfolio
Tuesday, January 13, 2015, 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. Approve agenda
2. Kickstart 2015 with member introductions
2. Kickstart 2015 with member introductions
- How did you hear about the club?
3. Investment Q&As
4. Club Investment Portfolio Simulation
- Review sign up instructions and rules
- Member recommendations
- Why recommended (analysis)
- Expected performance
- When to sell
5. Strategy Lab
- Dividend
- Value
- Growth
- Index/ETF
6. Roundtable: Recent transactions
7. Next meeting: Tuesday February 10, 2015
- Guest speaker: John Hood
8. Adjourn
Club blog: http://ellens-degenerates.blogspot.ca
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