How to Conduct an Investment Club Meeting

Conducting an Investment Club Meeting is a fairly easy task. It is a very important step and is considered prestigious. When discussing stocks, there are times when a debate will take place, especially when some members have done research and hold different opinions. Two or three people might have conflicting opinions, but if you follow the steps listed below and develop an agenda for the meeting, your meeting can be conducted smoothly.

The President should call the meeting to order. If the President is absent, the Vice President should call the meeting to order.

The club should have an approval of the minutes of the last meeting.

The Treasurer should give the Treasurer' s report (monthly evaluation). The report should include the monthly evaluation report, the member status report and the transaction summary. Each member should pay his or her monthly dues.

The club should have a review of the current holdings. Included in these current holdings; are a review of the price of the stock, buy-sell range, p. e. ratio, 50-day moving average, volume including what institutions are doing and any other important information.

An Annual Review of current stocks owned should be done on a quarterly basis.

New stocks should be included in an Industry Review at least quarterly.

Offer an Education/Presentation from time to time.

Hold a discussion on whether to buy or sell stocks that the club currently own.

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