Investment Club Meeting on September 24, 2024 (Webinar)
Ellen's Investment Club (Toronto Central Investment Share Club) Guest Speaker: Ryan Modesto, CFA, CEO, 5i Research September 24, 2024, 7:00 – 9:00 P.M By videoconference 1. Member introduction (10 minutes) 2. Guest Speaker : Ryan Modesto, CFA, Chief Executive Officer at 5i Research, portfolio manager for the i2i Long/Short US Equity Fund. Ryan will give the same presentation he did at the MoneyShow Toronto on Sept. 14. It’s called The Anatomy of Big Market Winners and the Investor That Can Hold Them . At the end, he will provide a list of potential stock market winners that 5i Research owns. (45 minutes plus 10-15 minutes for Q&A) 3. A discussion of the club’s Fantasy Portfolio, by Tom Loftus. How well has it done compared to the benchmarks? Which stocks have done very well and which stocks have lagged behind? Do we have any suggestions about dropping some stocks and adding others to the portfolio? (30 to 45 minutes) Message from Tom last week by email: The Fantasy Portfolio