Welcome to the Southwestern College Investment Club for Spring 2021!
We meet online on Thursdays from noon to 1 pm.
Spring 2021 Meetings
18 February 2021: This week we presented an Overview of the Investment Universe and discussed exactly what is -- and what is not -- an investment. We had a big turnout. Thank you all for attending! Zoom Recording Passcode: p=u4EVY4
25 February 2021: We introduced Mutual Funds, Investments for the Masses. Zoom Recording Passcode: !C0ezFKk
4 March 2021: Mr. Steven DeVito regaled us with the Beauty of Bonds Zoom Recording Passcode: 0SmQWH7K
11 March 2021: Opportunities in "Hard Money" Lending with Johanna Rivera-Ortega from Federal Home Loans Corporation Zoom Recording Passcode: %gJT8GCa
18 March 2021: Cryptocurrencies Panel Discussion: Stairway to Heaven or Highway to Hell? -- Flier -- Presentation -- Zoom Recording Passcode: c?CeB#?5"
25 March 2021: Mutual Funds with Britney Melvin, Wholesaler, Capital Group (a.k.a. American Funds) -- Zoom Recording Passcode: 3w81GcAR
8 April 2021: Opportunities for investments and careers in the Mortgage Industry with Andy Wilt and Ron Berg, Mortgage Brokers, The Wilt Group -- Zoom Recording Passcode: 5DR.fv4M
15 April 2021: Opportunities for investments and careers in the Banking Industry with Carlos Naranjo and Claudio Burgin of U.S. Bank in Chula Vista -- Zoom Recording Passcode: Rt2*E3$n
22 April 2021: Investment Scams with Professor K.L. Alston; Brokerage Accounts with Professor Frank Paiano -- Zoom Recording Passcode: 9x9m^5Lq
29 April 2021: Investment Clubs with Linda Robins of BetterInvesting.org These are "real" investment clubs that actually buy and sell stocks. They are legally partnerships whose dual role is both education and investing. -- Zoom Recording Passcode: 2yEnNz82
6 May 2021: Starting a Business: The Ultimate Investment! with Briana Weisinger of the Small Business Development Center -- Zoom Recording Passcode: i4zLP8aR
13 May 2021: Opportunities for investments and careers in the Insurance Industry with Paul Parente of Bankers Life, one of the nation's oldest insurance companies. Whoa! Paul put on quite a show! Dear Students, Opportunity is Knocking! Are you ready to open the door? -- Zoom Recording
20 May 2021: Our last meeting of the semester! We introduced the concept of Present Value and the Discounted Cash Flow Model using Altria, the cigarette company responsible for Marlboro and Virginia Slims. Would you invest in Altria? Looking forward to seeing you all again in August! -- Zoom Recording
Spring 2021 Portfolio -- 10 stocks starting with $10,000 each
5 March 2021: Ooops! Our aggressive choices have been a bit disappointing.
12 March 2021: Well, we have almost gotten back to where we started. Not too bad, eh?
19 March 2021: 'nother Ooops! Atlas Crest (a SPAC, rhymes with SMACK) and Humanigen have been pretty badly mauled.
26 March 2021: Yikes! In the last hour, we rose almost 2%! The volatility is real!
4 April 2021: Hurray! We are back up over $100,000! Patience, patience, patience.
9 April 2021: Holdin' steady. Darn that SPAC!
16 April 2021: Hey, we are up 3%. Better than a poke in the eye, eh?
26 April 2021: Steady as she goes. 3% is indeed better than a poke in the eye.
30 April 2021: Hey! Humanigen has bounced back strongly. Well done, Frank from Ireland!
7 May 2021: Oooh! The two "hot" choices have come back to burn us, Atlas Crest SPAC and Ark Innovation ETF.
14 May 2021: Hey, we almost got back to even! Not bad.
21 May 2021: All that volatility and we are up over 1%. Whoopie!
The Industry is Actively Recruiting Women and Minorities, Bilingual, and Ex-MilitaryThe Financial Industry Wants Diversity - Great article from the Financial Times magazine
Securities (a.k.a. Financial Investments)
Capital Group (a.k.a. The American Funds)
T. Rowe Price
Fidelity Investments Woman CEO!
Dodge & Cox Funds
Wellington Management Soon to have a Woman CEO!
Franklin Templeton Woman CEO!
State Farm Insurance Check out the hair-do!
Banks and Credit Unions
JP Morgan Chase
Citigroup (nee Citibank) Woman CEO!
Mission Federal Credit Union Woman CEO!
San Diego County Credit Union Woman CEO!
Real Estate Financial Services
Guild Mortgage Company Woman CEO!
C2 Financial Corporation
First American Title Insurance
Old Republic Title Insurance
Stewart Title Insurance
There is a Future for You in the