12 New Jersey Housewives Beat the Market and You Can Too!
Submitted by Concierge Financial Planning, LLC on October 1st, 2012Lessons 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?
