Next Share Club meeting

2024 dates: Thursdays 26 September, 31 October, 28 November, 19 December.

Proposal: to run a share club, open to anyone owning UK quoted shares or interested in owning shares.

Objective: to swap ideas about shareholding and to improve our knowledge and skills in a sociable atmosphere. Mainly focussing on UK quoted shares, not funds or bonds.

DISCLAIMER: WE ARE NOT FINANCIAL ADVISERS. IF YOU REQUIRE FINANCIAL ADVICE YOU SHOULD GO TO A REGISTERED IFA.

 

Convenor: Edwina Currie Jones, MA., MSc. 01663 611239   edwinacurrie@sky.com

Meeting: Once a month (usually Thursday) at a local pub. A group of 4 – 6 people, having lunch together. Advance booking essential.

Subscription: no sub, but the lunch bill to be split between all those attending.

How does it work?

We run a VIRTUAL PORTFOLIO on the Hargreaves Lansdown website. Began in October 2018 with an investment of £20,000 – currently around £26,000, down from our peak, but who isn’t?  Copies will be available on the day.

The convenor will open with a brief overview of recent events which may affect the UK economy and our shareholdings, or offering pointers to future opportunities.

Members attending introduce themselves around the table.

Each month each parson attending comes ready to talk about 3 items:

1. Their recommendation for a purchase for the portfolio, with supporting information and background
2. Their recommendation for a sale from the portfolio, with supporting information
3. A personal story from their shareholding and investing experience – eg, your best result? Your worse result? What do you avoid? What you have learned from this?

Convenor will keep a list of recommendations for both sales and purchases. At the end of each meeting a vote by show of hands will decide which share to sell, which to purchase.

Recent copies of the Times and Telegraph Business News and magazine Investors’ Chronicle (published by the Financial Times) and other share newsletters, including The Small Company Share Watch will be available. These can be taken away by any member wishing to study them further.