Investments - November 2021
The Probus Investment Group had their monthly meeting on the 24th November.
There was a lively discussion among the eight participants!
First up was a macroeconomics look at what is happening on a global level and more importantly how it will affect investments. Topics discussed included inflation, whether it's transitory or here to stay, are we in for a recession and interest rate increases. The consensus was we will be in choppy waters for the next several months.
What followed was a discussion on whether we are a bear or bull market with most sitting on the fence.
Most participants were conservative investors and tended to hold blue chip dividend stocks.
Banks and utilities were popular picks, with 2022 looking positive for these two sectors.
There were several comments on having REITS as a part of a portfolio.
The next meeting is January 26th at 10am via Zoom. All are welcome to join. Contact jimcarm1@bell.net to sign up.
There was a lively discussion among the eight participants!
First up was a macroeconomics look at what is happening on a global level and more importantly how it will affect investments. Topics discussed included inflation, whether it's transitory or here to stay, are we in for a recession and interest rate increases. The consensus was we will be in choppy waters for the next several months.
What followed was a discussion on whether we are a bear or bull market with most sitting on the fence.
Most participants were conservative investors and tended to hold blue chip dividend stocks.
Banks and utilities were popular picks, with 2022 looking positive for these two sectors.
There were several comments on having REITS as a part of a portfolio.
The next meeting is January 26th at 10am via Zoom. All are welcome to join. Contact jimcarm1@bell.net to sign up.
How to submit a report
One email with pictures and reports will make it to both the newsletter and the website.
Please submit them as soon as possible.
Photos and videos from more than one member are OK.
Send to: applepro805@gmail.com
One email with pictures and reports will make it to both the newsletter and the website.
Please submit them as soon as possible.
Photos and videos from more than one member are OK.
Send to: applepro805@gmail.com
While initially the charter for the group was sharing ideas and experiences for those interested in self-management of their investments, the agenda has evolved to include the broader subject of “Wealth Management”; to that end our Agendas always include conversations around elements of financial planning such as Tax, Estate, and Risk.
We always open with a general conversation about the state of the world and how that may impact economics and investments, but follow that with sharing ideas of how each of us manage our affairs.
Importantly, this is an open forum and not a platform for any of its members.
We meet once a month to exchange views and opinions on Markets, the Economy and Investment ideas and strategies.
While I am a retired Portfolio Manager / Financial Advisor, I do not retain any commercial connections and act solely as moderator.
We used to meet in person but since Covid have met virtually - meetings are the third Wednesday of every month at 10:00 am. We took a summer hiatus in 2021.
We may consider staying virtual as the subject lends itself and there are many other channels for social interaction at Probus.
We always open with a general conversation about the state of the world and how that may impact economics and investments, but follow that with sharing ideas of how each of us manage our affairs.
Importantly, this is an open forum and not a platform for any of its members.
We meet once a month to exchange views and opinions on Markets, the Economy and Investment ideas and strategies.
While I am a retired Portfolio Manager / Financial Advisor, I do not retain any commercial connections and act solely as moderator.
We used to meet in person but since Covid have met virtually - meetings are the third Wednesday of every month at 10:00 am. We took a summer hiatus in 2021.
We may consider staying virtual as the subject lends itself and there are many other channels for social interaction at Probus.