If you have any feedback, queries, suggestions or would like to discuss possible future events/activities, we would like to hear from you, just drop an email to
mourad@mobiusclub.co.uk
What's the point of an Investment Club? What do you hope to get out of it? When do you hope to get it? These questions will be covered together with innovative ideas for members of all investment clubs and how they can best achieve long, medium and short terms returns through the Investment Club vehicle.
Does your Investment Club have clear aims and objectives? Do all your members understand how you are managing risk? Do you have a disciplined approach to stock selection and portfolio management? This session will cover these questions and suggest how to go about formulating a well defined strategy to give your club direction.
Don't know your PEGs from your PBVs? This session will explain all!
Stock screening. How to find a shortlist of good stocks
Tips for club members on how to maintain interest and enthusiasm beyond the early days of their club. Hear practical ideas from members of long-standing clubs, plus join us for a networking session where you can share your experiences.
As your investment portfolio grows, it may be time to consider some alternative investment approaches. Chris will be sharing his Club's experiences of investing in overseas property and fine wine.
What, Why and When to Buy and Sell. How can you identify fundamentally sound stocks to invest in? Having identified them, how can you decide what strategy is appropriate, when to get in and when to get out? Hear how one very successful Investment Club has managed to do this month in and month out over the last 2 years while compounding its value every month
At last. . . the Unit Value System explained! Not just for the treasurer: this session will take you through the basics of club accounting and will teach you how to correctly place a value on your club. Ideal for existing club members, as well as anyone interested in starting or joining an Investment Club.
Are you taking full advantage of available tax relief? What are the tax implications of corporate actions? What tax returns need to be completed if you are part of an Investment Club or as an individual investor? How does the proposed pre-budget CGT Reform affect your club ? All of this and more will be explained!
Our experts will discuss their experiences, investment techniques and the day to day management of a club; followed by Q&A session