Goal:
Who Participates:
- Enhance participants’ investment knowledge, confidence and experience
- We hold monthly meetings to share and discuss information:
o a monthly summary of the economy, currencies, commodities, markets
o what we are each buying and selling lately
o what we each expect will be a good stock pick
o select portfolio compositions as examples for others
o rates of return we are experiencing – about 2x per year
o special investment topics - We occasionally invite investment industry speakers
- Amounts or number of shares are not discussed. At most we share proportions of portfolios.
- The group also does not pool any investment funds and invest as a group.
- Meetings are in the morning the day after the monthly Probus Club meeting .
Who Participates:
- Those interested in learning more about real world investing
- Generally those who want to actively trade shares or units for at least some portion of their taxable investment funds, TFSA, RRSP’s or RIF’s.
- We currently have about 18 members