Welcome to the Southwestern College Investment Club!Each week, we invite someone from the financial and investment services industry to come and discuss their segment of the industry and their position. We also ask them to relate their experiences and how they got their start in the industry. Alternatively, we choose and discuss an investment topic from one of our professors.Everyone is welcome to attend our meetings onlines. Membership is limited to current Southwestern College students.
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Investment Chat Group based on BUS-123, Introduction to Investments
SWC Investment Club, Spring 2022 SWC Investment Club, Fall 2021 SWC Investment Club, Spring 2021 |
Spring 2023 Meetings | |
2 Feb 2023: | Our first meeting of the Spring 2023 semester was a mixed bag. We need at least 10 enrolled students and we only had 2 come. We also had visitors, one from New York and another from Charlotte, North Carolina. Therefore, we decided to start right in on our Introduction to Investments for the Investment Club. (We usually do this the second meeting.) Everyone can review the recorded session. Zoom Recording - Presentation: Overview of Investment Universe Remember we need at least 10 members along with a President, Vice-President, Secretary, Treasurer, and the ICC Representative to make a club. If we don't get 10 members and a slate of officers, we will just be an unofficial group. |
9 Feb 2023: | Well, we only had a few enrolled students and a few non-students. If we don't get 10 students and the officers, we won't be an official club. Tell your friends about us! We will see how many attend next week. If the attendance stay lows, we might decide to go all online. Zoom Recording - Presentation: Introduction to Mutual Funds We created our portfolio of 10 stocks. Chect it out below! We also then did a quick overview of mutual funds, investments for the masses. |
16 Feb 2023: | It appears that we will be an unofficial club this semester. No matter. Nothing really changes except we won't get money for pizza. Oh, well. If we can rustle up 10 enrolled students next week and cajole some to be officers, we still might get some pizza at the end of the semester. Tell your friends! Zoom Recording - Presentation: Introduction to Stocks Today we reviewed our portfolio. Not bad for just a few weeks. Up 2%! We then had a quick introduction to stocks. Exciting stocks! Sexy stocks! Risky stocks! |
23 Feb 2023: | Well, it's official. Our Club will be an Unoffical Club for Spring 2023. No biggie. It just means no pizza at the end of the semester. We will meet online only going forward and I promise we will have someone from the industry next week. We meet on Zoom at wonderprofessor.com/zoom. Our portfolio is looking kinda' weak because Moderna has dropped precipitously. (Check the portfolio's progress below.) Zoom Recording - Presentation: Discounted Cash Flow Model and The Value Line We introduced the Discounted Cash Flow Model using dividends and data from The Value Line. The two spreadsheets that we used are also in the chapter 4 section of BUS-123, Introduction to Investments. Here they are: Pretzels Unlimited Johnson and Johnson using data from The Value Line (Note: If you are unfamiliar with how to use Google Docs, check out this Chapter 1 Study Guide presentation.) (Psst. Here is the secret link to the full access of The Value Line. Shhh. Don't tell anyone, okay?) |
2 Mar 2023: | We reviewed our Spring 2023 portfolio. We are actually holding up pretty darned well considering the turmoil. Zoom Recording We continued our discussion of valuation models and The Value Line. Luis showed us his Discounted Cash Flow Model calculations for Colgate. The model was suggesting that we could get 8% or 9% from Colgate but not much more than that. We then went on to look at several other companies including Visa and Mastercard, Green Brick Partners (a builder based in Texas), and a very speculative company called Harbor Diversified. We saw how very large companies like Colgate, Visa, and Mastercard are much safer than smaller companies such a Green Brick Partners and Harbor Diversified. But we also noted that the smaller companies offer us a much larger potential capital gain ... or capital loss. "Do you want to eat well or do you want to sleep well?" |
9 Mar 2023: | This week we were very blessed to have Don Nuding from The Value Line give us a presentation. Zoom Recording Don is a Librarian with The Value Line. He showcased the new AWESOME Value Line website. It's a Sip from the Financial Firehose! Thanks to the efforts of Professor Maria Martinez-Sanabria, we now have online access to The Value Line. We will be using it in the BUS-123, Introduction to Investments, class starting next week. We have already used it extensively in our Investment Club. (Check out the previous two sessions, February 23rd and March 2nd above.) Please use this valuable service and tell us what your experiences were. Onward and upward! |
16 Mar 2023: | This week we were once again very blessed. Linda Robins, the President of the Golden West Chapter of BetterInvesting.org visited us. She discussed the goals, ideals, and benefits of this 71-year-old nationwide community of like-minded investors. She also showed us the Stock Selection Guide, BetterInvesting.org's visual tool for valuing stocks. Zoom Recording We saw that BetterInvesting.org offers a 90-day free trial of the Stock Selection Guide and also can help us find an investment club in our area that we can join or help us start our own investment club investing real money! Very cool! "Earn while you learn!" |
23 Mar 2023: | Hey, hey! We are only down 2%! Pretty good considering how volatile the market has been. This week we used The Value Line, the Discounted Cash Flow Model, and the BetterInvesting.org's Stock Selection Guide to thoroughly analyze Starbucks. It was a mixed decision. Some of the members would buy it but others said, "No, thanks." Zoom Recording Next week is Spring Break. Have fun everyone! On April 6th, we will have a guest speaker. Professor William Greenwald will discuss Health Savings Accouts (HSAs) and investing. It is the intersection of health care and investing and can help you save on taxes and be very profitable at the same time. Very cool! |
Spring 2023 Portfolio -- 10 stocks starting with $10,000 each17 February 2023: A bumpy week but we are holding our own. 24 February 2023: Volatility strikes! We are down 2 1/2%. But it could be much worse. 3 March 2023: Coming back! Tesla is our big winner so far but others are contributing, too. 10 March 2023: Ouch! Down 5% after the recent "volatility!" American Tower and Disney have really dropped. 17 March 2023: It's been a roller coaster week! We are actually up for the week. Only down a bit over 3% now. 24 March 2023: Not bad! We are now just 1% down. Could be worse! Thank you Green Brick, Microsoft, and Tesla! |
The Industry is Actively Recruiting Women and Minorities, Bilingual, and Ex-MilitaryThe Financial Industry Wants Diversity - Great article from the Financial Times magazineBut Fortune asks, "When we will see some results?" The numbers of women and minorities are still very meager The United Kingdom has their Diversity Project Anyone want to emigrate to the UK? The Brokerage Industry is Looking for Women! The Future is Female! (And it's about time...) Here is a list of the Career Opportunity webpages of various financial and investments services companies. All feature photographs of women and minorities. The industry is serious about changing. They need you! Securities (a.k.a. Financial Investments) Vanguard Capital Group (a.k.a. The American Funds) T. Rowe Price Fidelity Investments Woman CEO! Charles Schwab Dodge & Cox Funds Wellington Management Soon to have a Woman CEO! Franklin Templeton Woman CEO! Insurance Providers TIAA Black Woman CEO! Geico Insurance Farmers Insurance State Farm Insurance Check out the hair-do! Wawanesa Insurance AIG Insurance Banks and Credit Unions US Bank Wells Fargo 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 CMG Financial Rocket Mortgage 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
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