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Club Strategies for Destiny Multiple. Aug 2008 Updated 1/2011. Portfolio Strategy. Goal: Maximize gains while minimizing risk How: DIVERSIFICATION!!. Portfolio Strategy. Utilize the 80/20 rule for the club’s portfolio 80% - Blue Chip * 20% - Others Purpose:

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Presentation Transcript
portfolio strategy
Portfolio Strategy

Goal:

Maximize gains while minimizing risk

How:

DIVERSIFICATION!!

portfolio strategy1
Portfolio Strategy
  • Utilize the 80/20 rule for the club’s portfolio

80% - Blue Chip *

20% - Others

Purpose:

Provides steady growth in our portfolio

* Well established financially sound companies

portfolio strategy con t
Portfolio Strategy – con’t
  • No more than 25% ownership in any one industry

Purpose:

Protects from meltdowns in a particular

industry

sell strategy
SELL Strategy
  • When Market Prices fall 20% below or increase

50% above the Purchase Price, we will vote to

sell

Purpose:Provides automatic triggers to sell stocks and allows efficiency in monitoring them

*** Each Member is responsible for watching

stocks but specifically the Financial Partner

purchase strategy
Purchase Strategy
  • Purchase stock shares in multiples of 5 (5, 10, 15 etc)*
  • Spread out large purchases over time

Purpose:

Reap the benefits of “dollar cost averaging”

* Other amounts will be considered on a case by case basis.

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