The Global Investment Club seeks to educate its partners though consensus buying and selling decisions on the club’s stock portfolio.
In general, we follow the NAIC investment philosophies:
- Invest regularly
- Choose quality growth stocks at a reasonable price
- Diversify
Each month we select 5 companies in an industry to research. NAIC’s Stock Selection Guide, the Value Line Investment Survey, quarterly and annual ratios, and pertinent news stories provide the basis for comparison. Our club selects stocks to own that demonstrate sustainable growth around 15% annually.
These research assignments reflect our commitment to maintaining the portfolio’s diversity across industries and market caps.
GIC Operating Rules
- Partners invest at least $150 per month.
- Each Partner must attend and participate in club meetings.
- Partners contribute to monthly research projects.
- Each partner is expected to sponsor at least one stock and provide sponsor reports as needed.
- The Stock Selection Guide, key PERT numbers, quarterly fundamental analysis, and Value Line parameters will be submitted each time the sponsor’s assigned company issues a quarterly report.
- No stock will be considered for purchase unless a Stock Selection Guide has been presented.
- The officers of the club will be President, Vice-president, Treasurer, Vice-Treasurer, and Recording Secretary.
- Prospective new partners must be interviewed by an appropriately appointed mentor and receive an endorsement from that mentor.
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