Welcome to the Mass Chapter BI Info Page
The Mass Chapter of BetterInvesting (BI) is offering clubs an opportunity to have their portfolio reviewed during a club meeting.
Clubs wishing to submit their portfolio information will have it analyzed stock by stock by Chapter Vice President Ernie Felzani. He will also analyze the portfolio to insure that it is balanced with regard to company cap size, industry diversification and whether certain stocks are too heavily overweighed in relation to the total value.
The cost for this evaluation is $50 which includes a 90 minute presentation by Ernie during a Club meeting detailing his findings and conducting a discussion with the members to help them better assess their present holdings and what changes, if any, are required. All monies collected go to the Chapter’s general treasury and Officers, Directors and Presenters do not derive any personal financial gain.
We have been getting excellent responses from clubs which have had portfolio evaluations. Our team leaves the Club meeting with the members more closely scrutinizing their holdings.
Ernie has been involved in the BetterInvesting organization for decades and has done over 1000 SSGs through the years. In 2011 BetterInvesting bestowed on him the Dick Dwyer Service Award which is equivalent to an Academy Award for life time achievement.
It usually takes Ernie about 3 weeks from the time he receives your information until the presentation is ready so please keep that in mind.
If your Club is interested in having such a presentation, please contact us so we can arrange a date to meet with the Club. We usually adhere to the regular monthly meeting date of the Club.
President Mass Chapter BetterInvesting
3/16/14 Club Visit Zenith Investment Club Framingham (Dinner Meeting)
3/20/14 Thursday Mass Chapter Model Club meeting Bedford (VicePresident@mass.betterinvesting.net)
4/10/14 Club Visit River Valley Women’s’ Investment Group Merrimack Valley (Portfolio Review)
4/17/14 Thursday Mass Chapter Model Club meeting Bedford (VicePresident@mass.betterinvesting.net)
4/24/14 Thursday Club Visit Mighty Mavens Investment Club Northampton (Portfolio Review)
5/3/14 Saturday Mass Chapter Investors Day Andover
5/12/14 Club Visit Women Investing Wisely Hopkinton (Portfolio Review)
5/15/14 BI National Convention Chicago
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