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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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Club strategies for destiny multiple

Club Strategies forDestiny Multiple

Aug 2008

Updated 1/2011


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.