BLUE HEAVEN INVESTMENT CLUB
Philosophy Statement
We want to
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Invest Long Term
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Educate Ourselves about Stock Investing
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Diversify Our Stocks as defined by size, industry, and amount of
stock
Goals and Objectives
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To Increase our Knowledge About Investing in the Stock Market
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We will have an educational program each month.
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We will evaluate an industry every month.
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All members should strive to attend one or more educational
workshops.
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To Make Money by Investing Regularly
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Limit our portfolio to a manageable number of stocks.
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We will have a brief report about each stock in our portfolio every
month.
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Invest in companies that are likely to double in 5 years.
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To Foster Friendships and Fun
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Have a holiday party in December
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Have a picnic / cookout party in the summer
Evelyn
Daniel
Nov. 2, 2001.