Tuesday, February 2, 2016

Our 2016 Goals

After our successful January 2016 Open House weekend, we wanted to share a bit of our goals for the year.

1) Have at least $18,000 market value of our portfolio. We are currently at about $12,000. To reach our goal we will need to increase our number of members, as well as continue to make smart long term investment decisions in June and October for positive growth on the year

2) Add at least 3 new members. Like mentioned above we need more like-minded people to help push us to the financial goals we are looking to achieve.

3) Build our portfolio to include 15 securities. We currently have 10 securities in our portfolio which is highlighted here. We want to purchase 5 more securities this year.

Stay tuned, or contact us for more information.