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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Maximize gains while minimizing risk
80% - Blue Chip *
20% - Others
Provides steady growth in our portfolio
* Well established financially sound companies
Protects from meltdowns in a particular
50% above the Purchase Price, we will vote to
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
Reap the benefits of “dollar cost averaging”
* Other amounts will be considered on a case by case basis.