INVESTMENT CLUB NATIONAL CONFERENCE 2007 Top Tips for Starting and Sustaining an Investment Club Peter Salenieks Dynamic Investment Club & Mike Evans Millennium.

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Presentation transcript:

INVESTMENT CLUB NATIONAL CONFERENCE 2007 Top Tips for Starting and Sustaining an Investment Club Peter Salenieks Dynamic Investment Club & Mike Evans Millennium Materialists Investment Club

INVESTMENT CLUB NATIONAL CONFERENCE 2007 Tip 1: Plan Ahead Aims & objectives Guiding principles The mechanics Record keeping A Steep & Rocky Road to Virtue?

INVESTMENT CLUB NATIONAL CONFERENCE 2007 Tip 2: Make The Whole Greater Than The Sum Of The Parts Everyone has something to offer Work together Share the burden Collective research United We Conquer

INVESTMENT CLUB NATIONAL CONFERENCE 2007 Tip 3: Adopt A Structured Approach To Investing Decision making Elements of a structured approach –Portfolio management, asset allocation and sector weightings –If and when to invest Market Recommendations & Topical Tips Treasurer’s Report Vote on Topical Tips Portfolio Review

INVESTMENT CLUB NATIONAL CONFERENCE 2007 Tip 4: Learn From Experience Selling is harder than buying It takes time to establish a system that works for you Review decisions Don’t be a Booby!

INVESTMENT CLUB NATIONAL CONFERENCE 2007 Tip 5: Innovate Roles for collective and international investments Maintain a balance New products Adopt an Innovative Mindset

INVESTMENT CLUB NATIONAL CONFERENCE 2007 Tip 6: Make Your Club Sociable Make it convivial Deal with business efficiently Arrange social events Have fun!

INVESTMENT CLUB NATIONAL CONFERENCE 2007 Tip 7: Enter Competitions National competitions Fantasy share competitions for your club