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Does Your Club Know What It Owns?
Many investment clubs are always on the lookout for educational
activities that can liven up club meetings. Here's an idea that will
test your club members' knowledge of the club portfolio and give you
an opportunity to discuss your club's individual holdings and overall
portfolio in a new light.
First, create a worksheet with five columns and the following headings:
Name of Stock
Ticker Symbol
Industry Group
Size of Company (Small, Mid, Large)
Dividends?
Then add enough rows to accommodate all the stocks in the club's
portfolio (but don't fill in the names of the stocks). Add a couple of
extra lines to throw off your fellow club members, too!
Before the treasurer's report is distributed at your meeting, give
each member of your club a copy of the quiz to see how well they know
just what companies the club owns. They should fill in the name of
each stock, its symbol, the industry group it belongs to, how big the
company is (if it's a small, mid-sized, or large company), and if it
pays dividends.
You can make the quiz harder or easier, if you like. For instance,
you might ask everyone to list the exchange on which the stocks are
listed.
After everyone has had enough time to complete the test, review
each answer with the group. I'll bet that no one gets a 100 on the
exam. The objective is to get people to think about the companies in
the portfolio, and refresh their awareness of the stocks that you
own. And you might have a little fun in the process, too!
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