Investment Club Meeting on May 21, 2024 (Webinar)
Ellen's Investment Club (Toronto Central Investment Share Club) Regular Session Tuesday, May 21, 2024, 7:00 – 9:00 P.M. By videoconference 1. Member introduction 2. Approve Agenda 3. No guest speaker that night, so we will spend time talking about the new Fantasy Portfolio of mainly growth stocks that we set up at last month’s club meeting. Tom Loftus, also a member of the Ottawa Share Club club, will describe how the members manage their Fantasy Pre-Retirement and Retirement investing Portfolios since 2016. Here’s how it works: The members choose the initial stocks. The portfolio is monitored on an ongoing basis. Changes are made when members suggest trades to improve the portfolio’s performance. The improvement recommendations are voted on by the entire membership and the approved changes are implemented. These portfolios are designed to demonstrate the real issues members are confronted with when managing their own investments and savings. “Our current stock contest tends to b