Investment Club Support

The Portland Chapter provides support to BetterInvesting clubs in a variety of ways. The following subject areas contain valuable information in an effort to keep our investment clubs running smoothly and profitably.  Please let us know if you have any questions by contacting us at  contact@portland.betterinvesting.net

Investment Club Visits

What does your club need to learn? Would you like one of our Directors to visit your club to provide a short training session or demo an online tool to your club? Many Club Visits are free (First-time visit by a Chapter Director, Starting a New Club-type visit, and Club Visits celebrating significant club anniversaries are free – and usually run 20-25 minutes. Portfolio Reviews and complete workshops run longer and may have a small charge to cover our costs. Contact us at  contact@portland.betterinvesting.net

Investment Club Contact FAQs

If you have questions about determining who your club contact currently is, how to change your club contact and other frequently asked questions, please see the attached document or contact us at contact@portland.betterinvesting.net

Please be sure that your club contact realizes that they will be the only one in the club receiving mailings and materials from the Chapter and that they should bring or forward copies of those items to the other members of the club.

Related Files - Club Contact FAQ 

Investment Club Anniversary Certificate eProgram



The Portland Chapter recognizes clubs celebrating their incremental five year anniversaries. We believe reaching such a milestone is an achievement deserving recognition and congratulations from BetterInvesting. Home Office provides the Portland Chapter a certificate for each investment club reaching this milestone. 
    
A chapter representative will reach out to the club contact of each investment club celebrating this special anniversary to make arrangements for the certificate presentation. Please be sure to let us know of any change in contact information with regard to your club contact by sending an email to contact@portland.betterinvesting.net

Investment Club Portfolio Tune-up

In partnership with the Illowa Chapter, the Portland Chapter is proud to present a new program to our Portland Chapter Clubs: Our Directors have been trained how to review your Club Portfolio using the same techniques and process as Allen Holdsworth (a Chapter Director for the Iowa & Illinois Chapter.) 
See the BI Portland Club Portfolio Tune - up Flyer for details. 

Investment Club Fantasy Portfolio  Contest

Your club will have $100,000 to create a fantasy portfolio. The investments are imaginary, but there are real cash prizes for the winners, based on price appreciation. First, second, and third place prizes will be awarded as follows: $100, $50, and $25, respectively.

What to know:
First, you are not sharing your club's actual portfolio, but instead you can have stocks you would like to own (i.e., a stock or two that will triple in value over the contest period would be fun!)

Only two clubs entered our first contest. Third Place went unclaimed because only two clubs entered. If six clubs enter the competition this year, your club has a 50/50 chance of winning a prize. Share the Contest Rules with your club and make sure you enter by the Saturday, September 20, 2025, deadline. Winners will be announced at our September 2026 Annual Meeting. Money and bragging rights could be yours!

Second -- this is a contest for BetterInvesting Clubs living in the Portland Chapter (the blue area in the map), and your club must be a BI Club for the contest duration. You and your club are building a fantasy portfolio of five (5) to 10 stocks. There are rules, and the sooner you and your Partners review them and see how easy it is to enter the contest, the sooner you can join in the fun with other chapter clubs!

Finally, what's your club's strategy for a Fantasy Portfolio? Does the company grow organically or by acquisition? Are you going to submit five (5) stocks or 10 stocks? Is the company on your Pounce List? It's a good idea to have one or two "springboard" companies in your entry with a "blue line" and sales and earnings growth potential.

Contest Rules and Mail-in Entry. Use this form to review the contest rules and to enter the contest using either the mail-in form or the link to the Online Entry form.  

Thank you for being a BetterInvesting Club!