Investor Education Day 2022
Saturday, October 8, 2022

Investor Education Day features two presentations by Craig Breamer, followed by tuneups of club portfolios submitted by investment clubs from the Rocky Mountain Chapter.

Invest in Stocks with Growing Dividends

Dividends can be important to investors, and stocks that have consistently increased their dividends have proven to perform well over time. This is not the same as focusing on high dividend paying stocks. We will focus on valuation metrics, like the payout ratio, and look at how to use the SSG to evaluate growing dividend stocks. A growing dividend portfolio could become a growing cash flow for those investors looking to generate income. Join us to learn why we focus on stocks that grow their dividends consistently.

Trim a Stock or is it Time to Sell?

Let's say you own a winning stock. The question becomes whether you should continue to hold, trim, or sell the winner. This is a tough decision as all sell decisions are. This class explores the logic of trimming long-term holdings versus selling out of a high-quality company. Items to consider that will help you make the right decision are explored including using this as a risk management tool. If the concept of trimming is new to you, come and learn how and why this could improve your investment returns.

Club Portfolio Tuneup

For the third educational session, Craig has selected several portfolios submitted by clubs in the Rocky Mountain Chapter and shares his observations about the portfolios using his forty years experience as an investor.

Craig Braemer CFP® CFA®

Director, San Francisco Chapter, BetterInvesting

Craig Braemer has been investing for over 40 years, joined the San Francisco Bay Area Chapter of BetterInvesting in 1992, and currently serves as their president. Professionally, Craig is a Chartered Financial Analyst and works in the financial services industry. Craig has developed and taught many classes for his local chapter and often teaches at the BetterInvesting National Convention (BINC). His primary interests outside of investing include going to SF Giants baseball games, family trips and playing soccer.