The second topic for the afternoon was “Six things every investor should consider in their investment plan”. The subheadings for this included Investment goals, return expectations, exit prices, asset allocation, portfolio monitoring and rebalancing and responding to market events.
During 2018 we have been trying to cover a range of topics to interest the members of Investment Group. With this in mind we also mentioned the visit by Melbourne based stockbrokers Shaw and Partners on Tuesday 18th September 2018.
The next meeting of Investment will be on Friday 5th October at 1.30pm in the U3A room.