Golden West Chapter Annual Meeting
Description
Financial Insights: Ratios that Drive Returns
Presented by Bakul Lalla
Bakul will explore critical financial ratios that serve as powerful tools for investors as they build a portfolio
designed to maximize returns while minimizing risks. The focus will be on real world examples and the learner will walk away with a practical spreadsheet handout that makes using these metrics easy. This session will provide practical insights to guide stock selection, helping build a portfolio that delivers consistent performance and sustainable returns.
In addition to this timely educational segment, our meeting will feature
- Anniversary Club Recognition
- Door prizes and opportunity drawings
- A brief chapter business report
- Results of the 2024-2025 Club Portfolio Contest
Sign up now to join our 2025-2026 Fantasy Club Portfolio Contest. The contest period and portfolio valuations begin at market open on Tuesday, July 1, 2025, and end at market close on Friday, May 30, 2026. For more details, click here for Contest Rules and a printable Entry Form, including a link to enter online if you prefer.
Offering online classes and meetings such as this one is not cost-free. Please consider making a small donation to our Golden West Chapter to help pay for our additional GoToWebinar license and in-person venues, and allows us to provide quality education for our members.
You may donate via PayPal
