News & Articles
- March 19: Navigating the Future of Crypto Markets Video
- January 15: Investing In and With AI by Sam Mortellaro Slides Video Chatgpt transcript
- September 18: Keeping Score by Matt Spielman Slides Video
- July 17: Open Forum and new SSG features Video
- May 15: Open Forum Video
- March 20 , 2024: Discounted Cash Flow with Milburn Crotzer Slides Video
- January 17, 2024: Introduction To Technical Analysis with Saul Steinberg Slides Video
- November 15, 2023: Options Trading with Sanjib Saha Video
- September 20, 2023: BI Mentoring Workshop Video
- July 19, 2023: Crypto and OTC as part of an investment plan Video
- May 17, 2023: Know When to Sell Slides Video
- March 15, 2023: ETFs Video
- January 18, 2023: Common or Preferred Stock Slides Video
- November 16, 2022: A Dividend Growth Strategy Slides Video
- September 21, 2022: Quarterly Data Slides Video
- July 20, 2022: Keeping Your Head in Crazy Market Slides Video
- May 18, 2022: Basic Rules—Investing for a Lifetime (with Bob Adams) Video
- March 16, 2022: Finding Stocks Slides
- January 19, 2022: First Cuts Slides
Join us for the 2025–2026 Annual Portfolio Contest!
The Portfolio Contest is designed to highlight the BetterInvesting (BI) approach to investing, strengthen relationships among club members, deepen engagement with BetterInvesting and the BI Online Chapter, and—most importantly—have fun.
👉 Click here to enter the contest
Contest Rules
The 2025–2026 contest rules are structured to create a meaningful educational event that reinforces BI’s principles and stock analysis tools.
Key features include:
- Clubs or individuals may enter, but a club member who participates with their club may not enter separately as an individual.
- Each entrant will manage an imaginary portfolio of $100,000.
- Portfolios must include 4–7 stocks.
- Entrants are encouraged, though not required, to provide SSGs and explain the rationale for their stock selections.
- Contestants may make one set of changes to their portfolio during the year.
- At the 2026 OLC Annual or September Meeting, representatives of the winning portfolios will give a short (5-minute) presentation covering their stock rationale, any portfolio adjustments, and comments on overall performance.
How to Enter
- The registration period ends August 31, 2025.
- Clubs and individuals may enter by completing the entry form or emailing the necessary information to contact@online.betterinvesting.net with “Portfolio Contest” in the subject line.
- Submit your contest form here.
Contest Updates
The current 2024–2025 entrants, portfolios, and standings can be viewed here: Portfolio Summary and Details.
Periodic updates on portfolio standings will be shared through Interspire emails and the OLC Monthly News Bulletin.
If you have questions or suggestions, please email contact@online.betterinvesting.net with “Portfolio Contest” in the subject line.
Dan Perlman, Portfolio Contest ChairVolume 5: Issue 6, June 2025
Volume 5: Issue 5, May 2025
Volume 5: Issue 4, April 2025
Volume 5: Issue 3, March 2025
Volume 5: Issue 2, February 2025
Volume 5: Issue 1, January 2025
Volume 4: Issue 12, December 2024
Volume 4: Issue 10, October 2024
Volume 4, Issue 9, September 2024
Volume 4, Issue 8: August 2024
Volume 4, Issue 7: July 2024
Volume 4, Issue 6: June 2024
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
- Business Meeting and Craig Braemer's Trim or Sell presentation Slides Video
- Resources Handout
2023 Online Chapter Fourth Annual Meeting, August 7, 2023
- Business Meeting Slides
- Resources Handout
- Doug Gerlach Stocks in the "Maybe" Zone Slides Video
- Business Meeting Slides
- Repair Shop: Behind the Scenes Slides Video
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.