Top%20Tips%20for%20Starting%20and%20Sustaining%20an%20Investment%20Club

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Top Tips for Starting and Sustaining an
Investment Club
Peter Salenieks Dynamic Investment Club Mike
Evans Millennium Materialists Investment Club
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Tip 1 Plan Ahead

• Aims objectives
• Guiding principles
• The mechanics
• Record keeping

A Steep Rocky Road to Virtue?
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Tip 2 Make The Whole Greater Than The Sum Of The
Parts

• Everyone has something to offer
• Work together
• Share the burden
• Collective research

United We Conquer
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Tip 3 Adopt A Structured Approach To Investing

• Decision making
• Elements of a structured approach
• Portfolio management, asset allocation and sector
  weightings
• If and when to invest

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Tip 4 Learn From Experience

• Selling is harder than buying
• It takes time to establish a system that works
  for you
• Review decisions

Dont be a Booby!
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Tip 5 Innovate

• Roles for collective and international
  investments
• Maintain a balance
• New products

Adopt an Innovative Mindset
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Tip 6 Make Your Club Sociable

• Make it convivial
• Deal with business efficiently
• Arrange social events
• Have fun!

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Tip 7 Enter Competitions

• National competitions
• Fantasy share competitions for your club

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