Choose Your Members Wisely

Finding an investment club is a two-way street. Here's how clubs recruit grade A investors.

pay departing members in cash. To do this, the club suspends buying stocks for three months in order to build up enough cash. The total value of the club’s portfolio is almost $31,000, with an average total return rate of 17.90%.

“Our system has not been foolproof,” says Greer. “It’s been trial and error.”

The Windy City Investment Club’s Top Five Holdings

Company Exchange/Symbol Portfolio
weighting
Philip Morris (NYSE: MO) 18.6%
Clorox (NYSE: CLX) 13.0
Walgreens (NYSE: WAG) 11.1
Southwest Airlines (NYSE: LUV) 8.3
ADP (NYSE: ADP) 8.2
Pages: 1 2
ACROSS THE WEB