Dollars and Sense Investment Club


   

Background

The Dollars and Sense Investment Club is a partnership dedicated to learning about investing through study and investing.  We started creating the club in late 2000 and formally started the partnership in early 2001.  We currently have about $55,000 invested.  We intend to make money with our investing.  We subscribe to the Edward Jones philosophy of buying stocks for the long haul or "buy and hold".  However, we do review our portfolio and least once per year with a view at improving our portfolio return so we do not hold forever, but only so long as a company continues to show good fundamentals and a reasonable return on investment.  We do not do any "day trading".  Partners can do any kind of investing they want to do on their own, outside of the partnership, and they can use whatever information they learn from our partnership investigations.

We meet for one meeting a month on the first Tuesday from 6:30 PM to 8 PM at Yaggy-Colby on 3rd Ave SE.  We currently have 14 partners and would love to have a few more partners.  Prospective members need to attend 3 meetings and start to participate in discussions before they are eligible to join.  Joining entails reading and signing our partnership agreement and starting to make a regular $50 per month investment in the club treasury.  We also expect new members to learn about investing and to participate in investigating new and current companies for future purchases and sales.    

Contact president Dan Schiefert or treasurer Bill Brooks for more information. 

Educational Web Links

For information about investing from long time investing coach Armin Fields, check out the following RSS feed: http://arminfields.wordpress.com/feed

Check here for information from Ellis Traub, long time investing coach.

 

Jim Thomas's Investment Club Accounting Concepts document.

And here for information, visual and otherwise, from another investing coach, Bakul Lalla.

An interesting investment club with a lot of educational information--Crow River Investment Club

And here for second opinions on 5 years worth of data on 2,800 stocks.  Note that this site has a fee.

Here is a new stock screener that may be of use to you for the club and for your own investing.  Check it out! 

 

Better Investing's Wiki on all things investing.

 

Another investing Wiki.

 

Investopedia-A Forbes Digital Company

 

The following two sites are used for most company investigations, and particularly for stock history and stock contest presentations:

Here are several more financial information websites:

  • For StockCentral, click here

  • For FactSet, click here

  • For Thompson, click here

  • For Zacks, click here

  • For Morningstar, click here

  • For Forbes, click here

 

Here’s some info on BetterInvesting & Social Networking.

 

Join the BetterInvesting Community on Facebook, Twitter and LinkedIn.

 

Three of the largest social media sites have BetterInvesting groups that we invite you to join. These sites are great ways to network with other members and communicate with friends you’ve made through the association. You’ll need to become a member at the sites to join the groups. 

 

At Facebook, the BetterInvesting group page is: http://www.facebook.com/group.php?gid=61885203286

 

At Twitter, you can follow us at:  http://twitter.com/BetterInvesting

 

At LinkedIn, the “Better Investing — NAIC” group is at:  http://www.linkedin.com/groups?gid=1072847

 

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