Is anyone using a 1 page worksheet/form to give stock
reports? Looking for something easy, condensed , so all
members are giving same info. Thanks.
Hey Mary, our 1 pager is still on bivio, even though we've been closed for awhile. Go to www.bivio.com/crowriver. In the first section there is a Quarterly Stock Report that might be helpful. Also, whenever we were looking for new ideas, we used to peruse the club websites on bivio's homepage to see what other clubs were offering. We got lots of good ideas that way. You can find them on the home, bottom right, under Club Home Pages. Good luck to you.
Hello. After trying a variety of formats, we use a 1 page stock report for
each of our portfolios. For common approach, as senior partner I prepare
this monthly. It comprises screen shot clips from Manifest Investing,
Morningstar, ValueLine, Yahoo, Fidelity, and a SSG using analyst's
recommendations for Sales Growth and EPS Growth, and Toolkit6 reports. The
members are supposed to prepare them but they have a wide range of computer
skills (nil to expert) so this approach seems to work for us. We request
the members to research their assigned stocks to add details. The 1 page
summary was suggested by Linda G of another club for common approach. In
this example I redacted out our portfolio and holdings but we include those
as well for the members. It takes me about an hour to do the analysis for
our small portfolio. We also look at oil prices, Fed interest rate, and M1
M2 money supply trends. When online we do a Manifest Investing worksheet of
our portfolio to do 'what if' analysis if we add or drop an existing or new
stock. Hope this helps.
SCS Investment Club of Columbus Indiana
From: firstname.lastname@example.org <email@example.com> On Behalf Of Mary Fran Novak
Sent: Wednesday, March 24, 2021 4:13 PM
Subject: [club_cafe] Stock report
Is anyone using a 1 page worksheet/form to give stock reports? Looking for
something easy, condensed , so all members are giving same info. Thanks.