
Y's Men of Westport/Weston
Investment Club
The Investment Club is a Legal Partnership limited to 18 members with each member having an equal investment in the Club's portfolio. The Club invests it's assets in recommendations made by it's members and approved by the membership. The investments include wide variety of securities including stocks, bonds, mutual funds, ETF's and Options.
The four major objectives of the club are:
1. To benefit from the wide industry knowledge and investing activities of the members.
2. To improve our knowledge of investing including industry trends, analysis of securities, market analysis, charting, use of options, etc.
3. To take more risk than members would normally do in their own portfolios.
4. To utilize and leverage the ideas and knowledge gained from the club in the members own portfolios.
Members are expected to participate and play an active role in the management and objectives of the Club. The members are expected to follow their recommendations that were approved by the membership and be the expert or "Guru" on the security including decisions on expanding or divesting the investment.
We meet every other Monday from 10:00am till 12:00 noon. We are currently at full membership but if you have an interest please let us know and we can arrange for you to sit in on one of our meetings and if so desired put you on the waiting list.
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