Model Investment Club

Model Investment Club of Northern Virginia/Montgomery County MD  

The D.C. Regional Chapter of BetterInvesting established the Model Investment Club of Northern Virginia (MicNova) in 2008 to provide both new and experienced investors with a forum to demonstrate how an active, successful investment club functions while adhering to the BetterInvesting methodology for stock investments, portfolio management and educational presentations.

In 2017, the D.C. Regional Chapter of BetterInvesting launched a second model club in partnership with the Montgomery County, MD library system.  The Model Investment Club of Montgomery County, MD (MCMC) also provides both new and experienced investors with a forum to demonstrate how an investment club functions while employing the  BetterInvesting Guiding Principles in choosing investments and managing a stock  portfolio.  

You will benefit from belonging to an investment club.  Investment clubs are the gateway to an investing learning experience.  You learn, share and invest regularly.  You discover growth companies while investing prudently, remaining disciplined and exercising patience  and good stewardship.


Model Investment Club Meetings

The D.C. Regional Chapter Model Investment Clubs conduct several monthly investment club meetings.  Our meetings are open to the public.  You don’t have to be a member of BetterInvesting or the Model Investment Club to attend. The meetings are held online f rom 7pm to 9pm via the GoToMeeting app.  Anyone can participate in the  Investment Club meetings.

DC Regional Chapter board meetings are always conducted online on the first Friday of each month.

MicNOVA meets online via the GoToMeeting app on the second Tuesday of the month from 7:00 to 9:00pm.   The meetings consist of an education topic, new stock presentation, and a review of the club portfolio.  Visitors are welcome and are encouraged to participate in discussions. 

MCMC only meets online at this time via the GoToMeeting app on the third Wednesday of each month.   When in person meetings can be resumed,  they will be held at the Rockville Memorial Library, 21 Maryland Ave., Rockville, MD from 7:00 to 9:00 pm.  Parking is available in nearby garages A or B.  Parking entry tickets may be validated inside the library for two free hours of parking.
 

Membership Requirements

 The following documents provide detailed information for anyone interested in becoming a member of a DC Chapter investment club.

MicNova Partnership Agreement

MicNova Operating Procedures

Letter to Associate Partners

MCMC Partnership Agreement

MCMC Membership Requirements

Please refer to the DC Regional Chapter Contact list for more information or to join an investment club.
 

Guiding Principles

The Model Investment Clubs follow  BetterInvesting  Principles, which include these four guidelines when investing:
  • Invest a set amount regularly, once a month over your lifetime, regardless of market conditions. 
  • Reinvest all dividends and capital gains for compound growth. 
  • Buy growth stocks - companies with sales and earnings that are increasing at a rate faster than industry. 
  • Diversify your portfolio - invest in different industries and different size companies. 
Our Success Factor: 
The BetterInvesting Stock Selection Guide (SSG) tool is the foundation for the operating success of the Model Clubs.  The DC Regional Chapter investment clubs have been successful in attracting visitors and  new chapter members.  Educational  topics are an integral part of all of the club meetings.  The  SSG is used  perform stock studies, identify potential investments and manage the club  portfolio.   Library materials available for free to  library card holders (such as Morningstar and Valueline) are supplemental resources used to research individual companies. 

BetterInvesting is a non-profit, tax exempt organization whose membership consists of investment clubs and individual investors. The DC Regional Chapter is an all volunteer group, dedicated to investor education.