Finding The Right Fit

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capital (the yearly dues of those members). As of June, its holdings were valued at $11,000. Still, Stuckey, who is now the club’s president, is optimistic about the club’s future because she believes the remaining members are as committed to long-term investing as she is. “This past fiscal year was a learning experience for us,” she says. Next month: How clubs evaluate new members.

Top Five Holdings for Southside Women’s Investment Club

Company Exchange/Symbol Portfolio
Weighting
Capital One Financial

(NYSE: COF)

27%

Intel Corp.

(Nasdaq: INTC)

18

Philip Morris

(NYSE: MO)

11

Merck

(NYSE: MRK)

10

AOL/Time Warner

(NYSE: AOL)

12

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