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Starting an Investment Club

Starting an Investment Club. What is an Investment Club?. Educational Investment Social. Investment Club Facts. Average Club Portfolio = $40, 366 54% of investment clubs are women-only Average individual monthly investment = $58 Average monthly club investment = $928

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Starting an Investment Club

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Presentation Transcript

  1. Starting an Investment Club

  2. What is an Investment Club? • Educational • Investment • Social

  3. Investment Club Facts • Average Club Portfolio = $40, 366 • 54% of investment clubs are women-only • Average individual monthly investment = $58 • Average monthly club investment = $928 • Average club is 4 years old • Median member age is 50

  4. How an Investment Club Works • Participant roles • Pooled money • Group decisions

  5. Starting an Investment Club • Existing groups • Online communities • Friends • Family

  6. What to do to maintain membership…and morale!

  7. PROS CONS Why join?

  8. Ready to start or join a club?

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