INVESTMENT CLUB NATIONAL CONFERENCE 2007

Top Tips for Starting and Sustaining an Investment Club

Peter SalenieksDynamic 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

MarketRecommendations

& Topical Tips

Treasurer’sReport

Vote onTopical

Tips

PortfolioReview

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