27 votes

Investment club?

Any interest in forming an investment club?

We would meet regularly (TBD), learn techniques from each other, pass on knowledge and experience, and present our individual analysis.

The chair would keep people on track in between meetings, encouraging the hard work of spending your own time researching duds in the hopes that one of us finds a potential gem for us all to enjoy.

Theoretically, we would want to research company stocks that are easy for all to buy, so I would be interested in a group based upon major US indices. However, this thread could potentially be used by others to form their own group buying from other markets.

20 comments

  1. [6]
    Sunbutt23
    Link
    I would read every thread that came up, but unfortunately my investment strategy is just to buy VTI with my “extra money”. That is to say, I can’t add much, but I’d like to consume the knowledge...

    I would read every thread that came up, but unfortunately my investment strategy is just to buy VTI with my “extra money”. That is to say, I can’t add much, but I’d like to consume the knowledge and discourse.

    24 votes
    1. OBLIVIATER
      Link Parent
      Probably the best strategy out there anyway haha, everything else just feels like gambling in today's incredibly irrational market.

      Probably the best strategy out there anyway haha, everything else just feels like gambling in today's incredibly irrational market.

      7 votes
    2. shadow
      Link Parent
      That's definitely a good set it and forget it strategy as mentioned. I was thinking internal discussions would be private, but I can see an avenue where the final pick for that month or whatever...

      That's definitely a good set it and forget it strategy as mentioned.

      I was thinking internal discussions would be private, but I can see an avenue where the final pick for that month or whatever is posted along with the reasoning.
      Never hurts to get other people interested in a stock you just bought!

      3 votes
    3. [3]
      MoralImperative
      Link Parent
      Is there any fundamental different between VTI and VTSAX. I’ve been putting money into VTSAX. It seems like one allows you to day trade and with VTSAX it’s settled at the end of the day?

      Is there any fundamental different between VTI and VTSAX. I’ve been putting money into VTSAX. It seems like one allows you to day trade and with VTSAX it’s settled at the end of the day?

      3 votes
      1. Weldawadyathink
        Link Parent
        TL;DR no difference VTI is an exchange traded fund. You buy individual shares of VTI on the market. You don’t even have to invest through vanguard to get VTI. VTSAX is a mutual fund. You put a...

        TL;DR no difference

        VTI is an exchange traded fund. You buy individual shares of VTI on the market. You don’t even have to invest through vanguard to get VTI.

        VTSAX is a mutual fund. You put a specific dollar amount in, it is pooled with other users, and invested in a specific way. The management strategy is up to the fund manager.

        In this instance, both are managed in the same way, so no difference. Although the mutual fund, specifically the admiral funds with a minimum investment amount, tend to have a lower management fee.

        4 votes
      2. skybrian
        Link Parent
        The taxes are a bit different since you normally don’t pay capital gains on an ETF until you sell. More here.

        The taxes are a bit different since you normally don’t pay capital gains on an ETF until you sell. More here.

  2. [2]
    AyDJay
    Link
    I'd also be interested. The way this thread reads to me is that most people are in the same boat as me: willing to learn but too inexperienced to offer knowledge themselves. So perhaps it would be...

    I'd also be interested. The way this thread reads to me is that most people are in the same boat as me: willing to learn but too inexperienced to offer knowledge themselves.

    So perhaps it would be a good start to build a sort of knowledge exchange that starts with some basics so nobody is left behind and then build from there?

    7 votes
    1. TumblingTurquoise
      Link Parent
      Same for me. I’m more interested in the process, discussion & opportunity for learning, rather than the individual trades the group eventually settles on.

      Same for me. I’m more interested in the process, discussion & opportunity for learning, rather than the individual trades the group eventually settles on.

  3. [2]
    Chiasmic
    Link
    I would enjoy this. While it makes most sense to invest in a ETF, it’s more fun to have some other smaller bets as well and keep it interesting. I’m UK based (and use a tax free ISA) but generally...

    I would enjoy this. While it makes most sense to invest in a ETF, it’s more fun to have some other smaller bets as well and keep it interesting.

    I’m UK based (and use a tax free ISA) but generally can still buy most stocks globally I look at

    5 votes
    1. shadow
      Link Parent
      Yes, that's the idea. I'm not taking about my entire retirement in one stock picked from this group. But a reasonably meaningful "extra" amount spread out over a dozen picks or so, have a couple...

      Yes, that's the idea. I'm not taking about my entire retirement in one stock picked from this group. But a reasonably meaningful "extra" amount spread out over a dozen picks or so, have a couple losers, majority flat-ish, and one or two 5x-10x and we're good!

      2 votes
  4. [3]
    chocobean
    Link
    I would be very interested in eavesdropping as a read-only member. My <$500 (total combined) picked stocks are -10% so far this year, so that should probably disqualify me from joining.

    I would be very interested in eavesdropping as a read-only member. My <$500 (total combined) picked stocks are -10% so far this year, so that should probably disqualify me from joining.

    4 votes
    1. [2]
      shadow
      Link Parent
      Naa, not every stock will be a winner. No disqualification, just more research/learning encouragement! If somebody brought a pick with a good feeling, my thought is we'd all dissect the company to...

      Naa, not every stock will be a winner. No disqualification, just more research/learning encouragement!
      If somebody brought a pick with a good feeling, my thought is we'd all dissect the company to come up with a group consensus. Then anybody who still felt good about it can go invest whatever they want into it.
      We would keep track of the stock price from that point on, and revisit the company every once in a while to determine a potential exit.

      3 votes
      1. chocobean
        Link Parent
        Sounds fun, I'm in if you'll have me. Would love to learn how to analyze the financial health indicators of a company.

        Sounds fun, I'm in if you'll have me. Would love to learn how to analyze the financial health indicators of a company.

  5. culturedleftfoot
    Link
    I was just about to start spending a few months to learn all I can and begin my investing journey from scratch, so I'll happily lurk and maybe ask a noob question or two.

    I was just about to start spending a few months to learn all I can and begin my investing journey from scratch, so I'll happily lurk and maybe ask a noob question or two.

    4 votes
  6. [2]
    kilojoules
    Link
    I'd definitely be interested in joining. I'm based in Ireland.

    I'd definitely be interested in joining. I'm based in Ireland.

    4 votes
    1. shadow
      Link Parent
      Depending on final interest, it may be the case that we're all spread out! If you can also pretty much buy anything global like @Chiasmic then location may not be as big of a factor as I was...

      Depending on final interest, it may be the case that we're all spread out!
      If you can also pretty much buy anything global like @Chiasmic then location may not be as big of a factor as I was initially thinking.
      Could be better in that we are all exposed to companies we would never have researched on our own!

      2 votes
  7. patience_limited
    Link
    I do a modest amount of stock research and have some individual picks outside of index funds and broad-based industry ETFs. However, I'm gradually winding down market exposures since I'm likely to...

    I do a modest amount of stock research and have some individual picks outside of index funds and broad-based industry ETFs. However, I'm gradually winding down market exposures since I'm likely to retire in the next ten years. U.S. based, and I have a middling-firm belief that the bubble will deflate quite soon.

    I'll happily spectate and speculate, but Motley Fool is a generally good source for those interested in growing wealth slowly.

    4 votes
  8. 286437714
    Link
    I'd be very interested. I'm like @chocobean, my meagre picks are down, but I'd like to increase my financial literacy and learn how other people do things. It feels very overwhelming and it'd be...

    I'd be very interested. I'm like @chocobean, my meagre picks are down, but I'd like to increase my financial literacy and learn how other people do things.

    It feels very overwhelming and it'd be nice to get an insight into something that seems like complex ritual sacrifices to me at the moment.

    3 votes
  9. JCPhoenix
    Link
    I'd be interested. I started a Roth IRA a few years ago. It's up to several thousand now, which is nice. 2/3 of it are in a lifecycle fund, but I have started branching out into other index funds....

    I'd be interested. I started a Roth IRA a few years ago. It's up to several thousand now, which is nice. 2/3 of it are in a lifecycle fund, but I have started branching out into other index funds. Mostly just based on the little bit I've seen on boggleheads or r/personalfinance.

    I have started putting money in a taxable account recently, currently a few hundred bucks, but it's just sitting as cash. I don't really know what I want to do with it. Or what I should or shouldn't do with it.

    I wouldn't mind learning more.