Investment Clubs for Dummies
Club Profile Questionnaire
In order for your club to be considered, please answer each of the following questions.
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| General Club Questions |
| What is your investment club’s name? |
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| When did your club officially form? |
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| Does your club belong to NAIC? |
Yes
No |
| How many members are in your club? |
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| What is the age range of your club members? |
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| How did your club members meet (family, co-workers,
friends, through NAIC, etc.)? |
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| How long are your club meetings? |
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| Do you include a social component and/or food? If so, please describe. |
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| What is your minimum monthly contribution? |
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| Do you allow larger amounts? |
Yes
No |
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Portfolio |
| How many stocks does your club currently own? |
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| What is your average annualized return? |
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| What is your total portfolio value? |
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| Do you use stock selection software? |
Yes
No |
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Membership |
| What are your requirements for allowing new members to
join? |
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| Do you have a prospective/new member information packet? |
Yes
No |
| If so, what’s in it? |
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| What responsibilities do your club officers have? |
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| How often do you hold elections? |
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| What are your major member responsibilities (attendance,
stock presentations, etc.) |
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Club Operations/Other |
| What do you wish you’d known before you started your club? |
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| What major issues has your club had to deal with? |
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| Does your club use an online broker, email or other online resources? |
Yes
No |
| Please describe. |
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| Does your club have a formal education program? |
Yes
No |
| If so, please describe. |
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| What else would you like to share about your club? We’d
love to hear your most creative or effective tips for starting and running a
successful investment club. |
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Contact Information
Thank you again for sharing your club's story with us. In order to consider your club for inclusion in our club profile section, we may need additional information. Please send this completed form along with the other paperwork so that we can contact you if necessary. We will also inform you if your club is selected for the book. |
| Your Name |
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| Your Phone Number |
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| Your Email Address |
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Secondary Club Contact:
Name, Phone number and Email
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| Names of All Club Members |
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