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Model Club Workshop
Model Club Workshop
We have revamped the 309 class with a new name and format. We've changed the name from "Special Topics and Stock Studies" to "Model Club Workshop" to address the needs of our membership. We have talked to many NAICers at our "Presidents' Breakfast Symposiums" and the "2003 Education Fest" to understand how we might better serve the NAIC community in our chapter. You have asked for more "how to do it" classes and more actual, real world practice applying judgment to the SSG. The new "Model Club Workshop" is the first step towards modifying our educational program to better address these needs. The key to becoming a successful investor is education and experience and this workshop will help in both areas.
Q: What are the goals of the workship?
A: The workshop's goals are to (1) build a Model Portfolio using the NAIC methods and tools while (2) helping workshop participants learn new skills and gain invaluable experience.
- Together we will build and maintain a Model Portfolio.
- We will learn and gain expericence in
- how to manage a portfolio using PERT,
- how to apply judgment to the SSG and hone those skills further by applying them to real stocks to determine a buy/hold/sell decision,
- how to evaluate a stock relative to its competition and others in its industry,
- how to present a stock to a club, and
- how to screen for stocks to find prime candidates for study that also diversify the Model Portfolio
Q: Who is the target audience of this new workshop?
A: First of all, this is not a class like those taught by the chapter in our regular schedule. There is no extensive lecturing. Rather, it is a workshop where attendees actually participate in expanding their ability to get things done the NAIC way. It is targeted to all NAIC members, but particularly those of you who might be considered intermediate to advanced. The workshop will be hosted by knowledgeable chapter directors, but the workshop participants will be actively involved in learning and helping others to learn.
Q: What are the pre-requisites for the workshop?
A: To get the most out of this workshop, you should have attended the chapter's core classes or have equivalent experience or training obtained elsewhere:
- 102: Introduction to Investment Basics
- 201: 10 Hour Stock Selection Guide
- 202: How to Exercise Judgment on the SSG
- 203: How to Manage a Portfolio
- 301/302 or 303/304: How to Use ToolKit or How to Use Stock Analyst Plus
Q: What is the format for the workshop?
A: The workshop will meet the second Thursday of each month on the Auraria Campus, King Center Room 331. It will encompass four activities:
- Review the Model Portfolio using PERT to see if it can be improved and assure it is properly and sufficiently diversified.
- Present and analyze stocks selected for study the previous month.
- Select stocks to add to the Model Portfolio
- Select new stocks to study next month using Prospector
Q: Who will lead the workshop?
A: The workshop will be organized and led by experienced, knowledgeable chapter directors. Our chapter President, Carolyn Dickey, will provide primary leadership. Directors Dolores Kinkead and Karen O'Boyle will provide assistance and support. Other chapter directors may participate on occasion.
Q: Will the Model Club Workshop be an actual partnership with dues, etc.?
A: No, the workshop will not be an actual functioning investment club. The purpose of the workshop is to strengthen investor skills and help you help your club to increased investment success.
Q: Finally, what will I get for my class fee?
A: In addition to all the great things you will learn in the workshop and all the great practice you'll get selecting, evaluating, and presenting stocks under the tutelage of knowledgeable directors and fellow students, each month we will furnish to all pre-registered attendees, via e-mail, the Value Line Reports and S&P Data Sheets for each stock to be studied.
Q: Is the workshop more than just a class I attend once?
A: Yes. The workshop sessions are linked together as we build the Model Portfolio. One session leads into the next. For example, we will choose stocks to study in our November workshop for presentation and analysis in our December workshop. While everyone is urged to attend as regularly as possible, we know it probably won't be possible to attend every session. We all have additional obligations and scheduling can be tough. But you should definitely plan ahead to attend as many workshops sessions as you can. The more you attend, the more you will benefit.
Q: How important is it that I pre-register for the workshops?
A: It is especially important to pre-register at least three days before the workshop date so we can e-mail the material to you. With proper preparation, you will get much more from the workshop.
Q: How do I pre-register?
A: You pre-register for the workshop just as you do for a regular class. You may attend without pre-registering by coming to the workshop and paying at the door, but you won't have the e-mailed material so you may not get as much from the workshop as you would if you'd pre-registered.
