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
A look at value investing and the tools needed to make money from unloved stocks. This session will also look at asset classes, profit taking and value investing strategies to limit the downsides, while giving over-market returns.
Tips for club members on how to maintain interest and enthusiasm beyond the early days of their club. Hear practical ideas, including a selection of ideas adopted by clubs as a result of attending this conference last year.
Tips on how to set up a new club: from administration and setting up broker and bank accounts to agreeing aims and goals and investment strategy.
This session will take you through the basics of club accounting and will teach you how to correctly value your club and measure your investment performance. Ideal for existing club members, as well as anyone interested in starting or joining an Investment Club.
Confused about the latest Capital Gains Tax rules? Have you claimed your losses this year to offset them against future gains? 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? All of this and more will be explained!
A look at alternative investment vehicles and how they have faired against traditional investments through a difficult 12 months and introducing new opportunities that the market has developed to respond to these challenges.
This session will look at why it’s so hard to be different, why rationality controls investment decisions and how you can use this knowledge to pick stocks.
Q&A Session where our experts will discuss their experiences over the last year: what went wrong, what went right, what we would have done differently with hindsight and what we can learn going forward.