Investor Education Fair & Annual Meeting

03/07/2026
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9:00 am - 12:00 pm ET
Online
Cost: FREE
 

Description

Broaden Your Investor Horizon - South Florida Chapter Investor Fair/Elections Meeting VIRTUAL and FREE.
 

Broaden your investor knowledge, techniques, and online resources through the presentations on screening for high-quality growth stocks and portfolio management by attending the virtual South Florida Chapter Investor Education Fair/Elections Meeting.  Share in the decision of volunteers to serve you through the annual election of Directors.

South Florida Model Investment Club Portfolio Review, 2020 - Present
Presenter:  Carmen Dudley, South Florida Chapter Director, experienced and longtime BetterInvesting investor, and South Florida Model Investment Club partner

Sharpen your portfolio management skills with Carmen's presentation that describes the reasons for and the process of conducting portfolio review using BetterInvesting™ portfolio reports and myiClub reports. She'll review the South Florida Model Investment Club's current portfolio and its performance since the club was founded in 2020. Changes since October 2023 made the portfolio sector diversification more closely match that of the S&P 500. This led to a significant improvement in performance, both in absolute terms and relative to benchmark indices. Carmen will conclude with recommendations for action based on the results of the review.

Screening for High-Quality Growth Stocks
Presenter: Randall Buss, South Florida Chapter volunteer, experienced and longtime BetterInvesting® investor, and President of the South Florida Chapter Model Investment Club

Randall will show how a better investor screens for high-quality growth stocks needed in the portfolio for good long term returns.  Stock screeners are part of the investor’s toolkit in discovering high-quality growth stocks through search, filter, and analysis process.  Harness the power of stock screeners to make your informed investment choices.

South Florida Chapter Elections Meeting - The annual elections meeting of chapter Directors will be held for new Directors to the chapter, and Directors renewing their three-year terms.

DOOR PRIZES FROM BETTERINVESTING™, myICLUB, AND OTHERS!!!!!


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