Investment Methodology

There are many methods that can be used to select stocks and manage a portfolio. For example, you can use Manifest Investing for this. While there is no single methodology that will guarantee success, it is best if you select a single one, especially at first, to give you some structure to use for making your selections.

You can make this section as detailed or general as you'd like. We'd recommend that you take a bit of time to establish a reasonable set of guidelines for how you are going to decide on your stock trades. This will help you make decisions in your meetings and will be useful to communicate how your club operates to potential new members.

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Disclaimer: statements are opinions expressed by bivio Customer Support and are not official statements from any government agency. These statements are not intended to replace professional legal or accounting advice. When in doubt, follow the advice of your lawyer or accountant who is familiar with your particular circumstances and the laws of your state.