Southwestern College Investment Club
Fall 2021 - Zoom Meeting Room

See you all on February 3rd for Spring 2022!

Fall 2021 Portfolio -- 10 stocks starting with $10,000 each  3 September 2021: We are off to a great start! Almost 3% up. (Much better than the BUS-123, Introduction to Investments, class.)  10 September 2021: GlobalStar has been our star. We are still at 3% even though the market went down this past week.  17 September 2021: GlobalStar has now become our "teaching moment." Lesson: Never trade on a rumor!  24 September 2021: Well, we held up pretty well in a brutal week. Well done!  1 October 2021: Yet another dismal September. Whaddya' think October will be like? (Do we really want to know?)  8 October 2021: Well, we have recovered a bit, eh? Could be worse!  18 October 2021: Clawing our way back to even!  22 October 2021: Getting closer to breakeven! (Darn GlobalStar!)  29 October 2021: Oh, so close to breakeven!  5 Nov 2021: We did it! We are above $100,000! And we sold GlobalStar and bought Costco!  12 Nov 2021: Woo, woo, woo! We are now up over 1%! Hurray!  19 Nov 2021: Uh, oh! Back below $100,000. Pooh.  26 Nov 2021: Yikes! Covid strikes again! Darned microbe!  3 Dec 2021: Well, we learned an important lesson. Sell your losers and hang on to your winners!

The Industry is Actively Recruiting Women and Minorities, Bilingual, and Ex-Military The Financial Industry Wants Diversity - Great article from the Financial Times magazine But 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 Financial and Investment Services Industry! Please consider pursuing a career in the industry. The financial and investment industry is enormous. The industry is always looking for new, energetic individuals. There are numerous career path opportunities. From banking to real estate finance to insurance to brokerage firms, there is a place for you. In fact, the industry is actively seeking bilingual speakers and women. Going forward, they understand that diversity is essential to the success of their businesses. They simply love ex-military folks. (The financial industry is highly regulated and who better than those who have already lived and worked in a structured, regulated environment?) Here at Southwestern, we offer an Associate in Business Administration with an Emphasis in Finance. We also offer a Certificate of Achievement in Financial and Investment Services. Either of these will help you land a position at a bank or credit union, an insurance company, a real estate finance firm, a brokerage or other investment management company, or any of the many other finance-related and investment-related companies. You don't believe us? You think you need a four-year degree from a prestigious university? Aha! You are wrong! The dirty little secret in our industry is that a degree from a prestigious university is not a guarantee that someone will perform well as a financial adviser with the general public. The recruiters will tell you that they have no reliable method for predicting how someone will do in the industry. Someone with a certificate from a community college might surpass a whole room full of graduates from the Ivy League universities. We have our own predictors. Are you a positive, optimistic person with a sunny disposition? Do you like to socialize? Do you enjoy meeting new people? Do you want to help them succeed? Are you not afraid to ask someone if they need your help? If they say, "No," are you still willing to go to the next person and ask the same question ... and then go on to ask twenty-seven more people? In short, are you a go-getter who refuses to give up? Will you never give up? If you can answer, "Yes," to all or most of these questions (especially the part about never giving up), we guarantee you will do well in the industry. You might bounce around from one position to another for a bit but you will find your place. Talk to a counselor about our programs. Or better yet, please contact either Professor Suganya Sarkaranayanan or Frank Paiano above via email. We wish you all tremendous success in the future and we look forward to talking to you about a potential career in the finance and investment industry. P.S. Did we mention that salaries in the financial and investment industries are well above the national norms? Hmmm? Think about it seriously, Dear Students. The investment industry needs you! Speaking of diversity, this past year, Walgreens now has a Black Woman CEO. Ladies, Minorities, We Need You!