News & Articles
Investment clubs are a great way to learn how to value companies, project future growth and build a retirement portfolio. Is your portfolio balanced? Do you have the correct mix of industries? Are you overweight in some stocks? A balanced portfolio will help you weather a storm.The good news is your volunteer Arizona Chapter Board is ready and willing to help. We offer free (yes; no cost, nada, zilch, zip) assistance for BetterInvesting investment clubs. We will come out to your club meeting and do a review of your portfolio, give you invaluable tools to maintain a successful and balanced portfolio. Simply reach out to; Contact@arizona.betterinvesting.net
Not in an investment club? WELL... We cover that too. There are 2 model investment clubs in Arizona. they are both free to visit and join. Here you can learn the BetterInvesting principals, how to implement them and how to grow your investments.
On May 18th we will hold an education event. It will be an open conversation on AI and its role in investing. The event will be amazing as we uncover the abilities of AI to search for data and present an unbiased data driven search results. Please join us. As with all of our events they are free. They are put together by the Arizona Chapter of volunteers.
Our next annual meeting is on August 14th 2025. Our guest speaker will be Betsy Wills, Director of Rocky Mountain Chapter and founder of an investment club. Her topic will be:
The Size Effect: How Small Stocks Came to be Part of a Well-Diversified Portfolio
Have you considered how small-cap stocks became integral to a diversified portfolio? The Capital Asset Pricing Model (Calm), the first formal asset-pricing model developed in the early 1960s, is extensively utilized in finance to guide investors on expected returns relative to risk. However, a significant breakthrough occurred in 1981 with the discovery of the "Size Effect," which identified a correlation between a company's size and its returns. This discussion will cover CAPM, the "Size Effect," its impact, and how including small-cap stocks in a portfolio can balance risk and potentially enhance returns. Additionally, we may explore the use of predefined Small Company and A-List stock screens in the SSGPlus for a swift visual evaluation of the stocks on these lists..
Registration is free and open to all. Attend our meeting, learn something new, and maybe win a prize. Register through our "local events" page.
Want to volunteer on the board? Have social media experience? We are actively searching for help in this area.
Please email: Contact@arizona.betterinvesting.net
