Investor Day with Doug Gerlach

12/03/2022
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9:00 am - 4:00 pm ET
The Community Center Super Giant Food Store
315 York Rd
Willow Grove, Pennsylvania 19090
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Cost: Cost $35-Lunch Included

For mail in registration form click here
To pay by check make the check out to Philadelphia Area Chapter of BI

To pay by Eventbrite click here

 

Description

Doug Gerlach is the President of ICLUB Central Inc., a wholly owned subsidiary of BetterInvesting and makers of tools for investors and investment clubs, including Toolkit 6, StockCentral.com, MyStockProspector.com, MyStockPortfolio.com, Club Accounting for Windows, and myICLUB.com
Plans for the day! 
 Build a Better Stock Portfolio in 10 days.
Can you spare an hour or two a day for 10 days to make your stock portfolio perform better? Learn the most important considerations when reviewing your portfolio in order to ensure that you're reaching your investment objectives, managing the level of risk in your holdings, and optimizing your returns -- all in 10 days.

 Investing in Stocks that Don't Fit the BI model.
BetterInvesting's stock analysis methodology offers the advantages of a disciplined approach to investing that can be implemented successfully by any investor or investment club. But what about all the stocks that seem to always be rising in price but "don't look good" on the Stock Selection Guide? You wouldn't hammer a nail with a screwdriver, so you need to have the right tool for the right job. If you want to invest in stocks that don't fit the BetterInvesting model, here are the things you should consider.

Closing of the club taxes for 2022. Are there any new rules?

Stock Doctor: Club Portfolio Reviews.


For any clubs wanting to submit their club portfolio for Doug to review, contact Gloria Mankonen & request the Excel Format form to complete. See email & phone # below.

Prerequisite

None

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