Doug Gerlach
President, ICLUBCentral, Inc.  Cambridge, MA

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Best Practices for Investment Club Portfolio Management
Location: BlogsAsk Doug!Investment Clubs    
Posted by: Doug Gerlach 5/6/2010 8:03 PM

Successful investment clubs understand that simply buying and selling stocks isn't enough. Clubs need to focus on common-sense portfolio management techniques to help them reduce risk and increase the returns they realize from their holdings.

In my April 20, 2010 New Investment Club Orientatiton webinar, I tackled the topic of Best Practices for Investment Club Portfolio Management with a few rules for healthy portfolios and suggestions for the best ways that clubs should approach their buy, sell, and hold decisions.

If you missed the webinar, never fear: an archived video of the presentation is available.The presentation is less than an hour, and will show you some of the tools that we've recently added to myICLUB.com to help clubs better manage their holdings. In addition, you can view or download a handout of the Powerpoint slides for the presentation.

The New Investment Club Orientatiton webinars are held on the third Tuesday of each month at 9:00 pm ET, and registration is free. Each month, we typically begin with a brief presentation, and then open the floor for general Q&A about any club-related topic. I look forward to seeing you at a future webinar!

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