ABOUT MONEYCLOUD

How Investment Clubs Operate

Before you can decide if joining or starting an investment club is right for you, you have to know something about how they operate.

How big are venture clubs?  The typical investment club has approximately ten members.  A group of that size is big enough to spread club duties around so the time commitment is manageable, yet small enough to allow all members to actively participate.

How often do clubs meet?  Clubs can meet as often as they like, but once a month is typical.  Meetings usually last a couple of hours.  A typical agenda includes the following

winner's portfolio holdings,

• a performance review of current portfolios and winning strategies,
• presentation of one or more new investment opportunities that meet the club's pre-determined criteria,
• a new trades and actions, and 
• sometimes an educational component, such as analysis of a new methodology or strategy
• a little time for chatting and enjoying one another's team portfolio, also.

How do clubs operate?  Our clubs do not buy and sell investments as a group.  Instead members invest independently.

Self-Directed Investment Clubs

Self-directed venture clubs meet regularly to do many of the same things as traditional clubs do - learn about investing, discuss specific venture opportunities, and develop a network with simiilar interests and goals.  But the members of these groups do not contribute to a single porfolio; each member invests independently.

Are You a Candidate for Investment Club Membership?

You may find great benefits in joining an investment club if:

• you're interested in investing; but, just can't seem to get started, or can't stay on track
• you want to invest in the market but need to take a small amount of money and build a diverse portfolio of individual equities on your own
• you have enough free time to be actively involved (enough time to read publications, research investment options, and attend meetings, which could require five hours or more per month; or if you're a club officer, possibly more time), and
• you enjoy the idea of investing in a social setting, want to help give back and grow the next generation of wealth.

Find and Choose an Investment Club

Before you can join a club, you need to find one that is accepting new members.  This can be a bigger challenge than you might expect.

Also, most investment clubs are close-knit groups, made up of people with a common connection ... coworkers, member of the same group, old college friends, or neighbors for example.  Many clubs are not open to new members who do not share the same connection.

Despite these challenges, we make the process of finding and choosing a club to join easy.

Starting an Investment Club

If you can't find a club to join, you can always form your own ... you only need a handful of dedicated members to make it work.

If you do research and make a good choice, starting your own investment club or joining an existing club can provide you with both challenges and personal rewards.