News & Articles

 Portfolio Contest

The Portfolio Contest aspires to draw attention to the BetterInvesting (BI) investing approach, to enhance relationships among club members, to enhance all members' relationships with BetterInvesting and the BI Online chapter, and to have fun.

Third Annual Portfolio Contest

BetterInvesting's Online Chapter (OLC) is conducting its Third Annual Portfolio Contest between September 1, 2024 and July 31, 2025. The Portfolio Contest aspires to draw attention to the BetterInvesting (BI) investing approach, to enhance relationships among club members, to enhance all members’ relationships with BetterInvesting and the BI Online chapter, and to have fun.

ENTER THE CONTEST

During the registration period ending August 31, 2024 clubs and individuals can enter the contest by completing an entry form or submitting the necessary information to contact@online.betterinvesting.net with "Portfolio Contest" in the subject line.

View the past  2023-24 entrants, their portfolios, and their standings on Portfolio Summary and Details. You can see information about the current portfolios by clicking on 2024-2025 Online Portfolio Contest.

If you have any questions or suggestions, email contact@online.betterinvesting.net with “Portfolio Contest” in the subject line.

Dan Perlman, Portfolio Contest Chair

Monthly Newsletters

Education Videos

SSG Tool 
Basic Usage of the CoreSSG Stock Selection Guide Application
Basic Usage of the SSGPlus Stock Selection Guide Application
Beginner's Stock Selection Guide (SSG) videos - From the Puget Sound Chapter 

Stock Study
Round 1: Basic Stock Investing Recording - From the Silicon Valley Chapter 
Round 2: Qualcomm Stock Study Recording - From the Silicon Valley Chapter 

Articles of Interest

Calming Advice in Times Like This  by Gary Ball, Puget Sound Chapter, March 20, 2020

Financial Literacy:  Stress Test Your Investment Portfolio

Are You Suffering from a Low T Investing Program?

BIwiki  - a place for BI members to collaborate on investing

Online Chapter Annual Meeting

Playing the Investment Piano with Both Hands - Part 3
By Saul Seinberg, December 15, 2020 Recording  Slides

Playing the Investment Piano with Both Hands - Part 2, 
By Saul Seinberg, November 17, 2020, Recording  Slides

Playing the Investment Piano with Both Hands - Part 1 
By Saul Seinberg, July 30, 2020, Recording  Slides 

Stock Investing Made Easy Series

Is Value Line Still Valuable? (April 29, 2024)
Handout 1 | Handout 2 | Handout 3
Follow-Up Q&A Handout

Why the Tortoise Sometimes Wins (Avi Horwitz - June 29, 2020) 
Handout
Follow-Up Q&A Handout

Preferred Procedure Simplified (Avi Horwitz - July 20, 2020) 
Handout / Additional Handout
Follow-up Q&A Handout

Ch-Ch-Ch-Changes  (Avi Horwitz - October 26, 2020) Handout /  Q&A Handout

The Years Keep Rolling By (Avi Horwitz - November 30, 2020) 
Handout-1 / Handout-2 / Handout-3 / Bonus (Additional Information) / Q&A Handout

What’s a Satellite? Am I in one?
Great question – You belong to the Online Chapter (OLC). The Online Chapter members were drawn from chapters that were closed and other members that geographically did not already belong to a Chapter nearby. Some areas of the United States have a concentration of members – many from closed chapters. If there are volunteers in an area that are trained, ready, and willing and able to serve, the OLC has formed a geographic group called “Satellites”.

Where are the Satellites?
Arkansas  
Long Island
New York City
Rochester
South Central Texas (supporting members in the Great San Antonio Area)
Southwest Idaho
Yankee (Connecticut, Massachusetts and Rhode Island)

What is the " Objective?
Provide the opportunity for each BetterInvesting member in the local area to develop the investing skills needed to achieve financial security and independence.

What’s happening in the Satellites?
The Online Chapter’s Satellites are ready to assist local clubs and members. What can they do for your club or you?

Club Visits
Would you like a Club visit – in person or virtual? We can answer general questions about BetterInvesting and more. Maybe you need help navigating the rich content on the website. Perhaps you’d like a portfolio tuneup or tips on how to find stocks to study. And a favorite club visit is to present an anniversary certificate - Always a time for celebrating. If your club has a milestone anniversary (5, 10, 15, 20 25 or more years) a BetterInvesting benefit is a presentation (in person or virtual) of your club’s anniversary certificate. Your club may also choose to include a short presentation of other topics of interest. Contact the Online Chapter today to inquire about a club visit.

Forming a New Club
Are you newly forming a club? Get answers to partnership agreements, opening brokerage accounts and bank account, setting up software and assistance navigating the BetterInvesting website and tools.

Local Events
Our Satellites will begin holding local events when it is safe to meet. Check in with your local Satellite Leader to be on the mailing list for future events.

Form a New Satellite
The Online Chapter is always looking for passionate volunteers to form a Satellite and assist other members in their area with their knowledge and passion. Contact us to see how you can help.