Investment Club Meeting on January 16, 2024 (Webinar)

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 Ellen's Investment Club (Toronto Central Investment Share Club)

Guest Speaker: Keith Richards, ValueTrend Wealth Management

Tuesday, January 16, 2024, 7:00 – 9:00 P.M.
By videoconference

1. Member introduction

2. Approve Agenda

3. Our guest speaker is Keith Richards, president, chief portfolio manager and technical analyst at ValueTrend Wealth Management in Barrie, Ont. 

He’s a frequent guest on BNN Bloomberg’s Market Call daily show. Here’s a link to his recent visits and stock recommendations:
Follow him, @valuetrend, on Twitter/X or sign up for his newsletter, where you’ll find articles like this one from Jan. 10, 2024:
Keith will give us a 30-minute guide to technical analysis as an investing tool. Then he will take questions from members about stocks you are watching and tell you whether it’s a good time to buy or sell them.

4. Living on your dividends in retirement: Is this an effective retirement planning strategy? Ed Rempel, a fee-for-service financial planner and tax accountant, is not a fan of dividend investing. Check out his Jan. 4 blog post:
He’s an advocate of using self-made dividends in retirement. Please read this in advance and come prepared to argue in favour or against his piece or simply ask questions about it.

What are self-made dividends?
    1. Simply sell a bit of your investments
    2. Can be every month
    3. You choose the amount
    4. Can be automatic with some investments
    5. E.g., mutual funds or portfolio managers
    6. Only withdraw when you need cash
    7. Very tax-efficient
    8. You need cash flow, not income
    9. Income is taxable cash flow

5. Ellen's Investment Club Stock Contest
  • Tom Loftus will update the results of our stock picks in a chart that shows who’s ahead
6. General discussions
  • What are members buying, selling, or watching? 
  • What's the best or worst move you made recently? 
  • Would you do anything differently? If so, why not?
7. Next meeting: February 20, 2024, 7 to 9 p.m.

8. Adjourn

Club contact: EllensDegenerates@hotmail.com
Club Blogger site: https://ellensinvestment.blogspot.com
Club Google mailing list: ellensinvestment@googlegroups.com
Club Google Group forum: https://groups.google.com/d/forum/ellensinvestment

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