Lessons learned in an investment club can yield significant returns in profit, education, and fun.

Up 10.8% since inception! At a recent meeting the twelve members of the New Jersey based Athena Investment Club admired their portfolio returns over a glass of wine. The etching on their glasses read, “Athena Investment Club: Check Out Our Alpha!” In the three plus years since club formation, their portfolio’s risk adjusted returns have consistently outperformed the market. Was this a group of financial professionals? Wall Street executives? MFP Global employees?

4 Good Reasons to Take the Plunge Yourself.

1. Peace of Mind. Max Weinberg was determined not to be a burden to his children. He remembered well how difficult it was to raise and educate his three children while supporting first his own parents and then later his wife’s parents. The memory of that monthly panic still haunts him to this day. How will I ever pay the school bill? How will I make ends meet? Max didn’t want his own children to suffer his fate.