Model Club - RM

The Rocky Mountain Chapter Model Investment Club online meeting begins at 6:45 pm Mountain Time, with about 15 minutes for the business portion of the model club, followed by an education presentation and a stock evaluation using judgments from the audience.

Focused on small and mid-sized companies as defined by BetterInvesting, small companies are often hard to find and evaluate. These potential gems have annual revenues of less than $10 Billion, and may not be widely followed by analysts.

Join us to learn more about running an investment club, selecting small and mid-sized companies and managing a portfolio.

Education: "What BETA Might Tell Us About Risk "

Myiclub.com recently added a new report for clubs on BETA. Small Cap Informer published a featured article on BETA. Using this article, we will learn how BETA measures risk in the portfolio. We will compare BETA from other BI clubs and BI newsletters. Next, we will learn how we may manage the risk of a portfolio and how to use BETA to improve the potential return of the portfolio. We will then apply what we learned about BETA to the Model Club Portfolio. Finally, we will ask for your opinion about BETA on the Model Club Portfolio.

Education Presenter: Joan Loken

Joan Loken has been a director for the Rocky Mountain Chapter since 2009. In addition to her service to the chapter, Joan served as a volunteer on the BI National Board (BIVA) and chaired the Chapter Support Team for six years. When asked by Ann Cuneaz if she would answer questions in the backroom for Ticker Talk ans StockUp, Joan felt honored and recognized for her knowledge. Working in the backroom gave Joan the opportunity to continue expanding her knowledge of investing and making better judgments.

Stock Presentation: Qualys (QLYS)

Qualys, Inc. engages in the provision of cloud security and compliance solutions. Its products enable organizations to identify security risks to information technology infrastructures, help protect information technology systems and applications from cyber attacks, and achieve compliance with internal policies and external regulations. The firm also offers solutions through a software-as-a-service model, primarily with renewable annual subscriptions. The company was founded on December 30, 1999 and is headquartered in Foster City, CA.

Stock Presenter: Jane Nelson

Jane has been a member of BetterInvesting since 1997, first as a member of Bolder Money Women Investment Club until 2005 when it disbanded. She was an independent member until 2008 when she joined Asset Allocators as well as joining The Rocky Mountain Chapter board at the invitation of a member. She first opted not to join, saying they needed a young person full of energy and ideas, but was swayed to join when she was told that they really needed a new "warm body". Since 2008 Jane has been very active on the board, serving as a teacher, club visitor and as president of the board. Jane currently visits clubs to present awards and educational programs.

Investment
Education

Model Investment Club

Focused on Finding and Selecting
Small and Mid Sized Companies
for a Portfolio

Register for October 23, 2024

Rocky Mountain Chapter of BetterInvesting

[email protected]