|The Senior Men's Club of New Canaan, Connecticut, welcomes men 55 and older who reside, or own property in, New Canaan, CT. Founded in 1977, the SMC is affiliated with the New Canaan YMCA, but individual Y membership is not necessary. SMC membership applications are available here, at the YMCA on South Avenue or at our Friday 10 a.m. meetings at Morrill Hall at St. Mark's Church on Oenoke Ridge. Each weekly meeting features local, state and nationally known speakers. Visit the links below for the many additional activities of our SMC members. Click on: SMCNC.INFO to watch our video and learn more about the Senior Men's Club of New Canaan. Members are reminded that Getabout is available for rides to and from our Friday meetings. Call Getabout at 203-972-7433 one day in advance and sign up to travel with the others enjoying this service.|
The next meetings will be on Tuesday, July 7th and Tuesday, Sept. 8th at Lapham. Time: 11am. We will be discussing the Club's investment portfolio.
The portfolio is up from $72,000 on 2/27/015 to $$72,689, on 4/22/2015 or +0.75% in two months.
With market falling, the performance, using Vanguard funds entirely, is not impressive.
Here are some documents from previous meetings:
The May 4 Portfolio Status from the May 4, 2015 meeting.
The Mutual Funds Investment Approach for NC SMC Investment Club Zuhair Suidan 150504.pdf
The Mutual Funds Investment Selection Example for NC SMC Investment Club, Zuhair Suidan 150504.xls
Questions: Paul Strassmann (203-966-5505)
The April 2015 presentation for the April 6, 2015 meeting.
The January 2015 presentation for the January 5, 2015 meeting.
The Value Line Fund Advisor presentation from the November 3, 2014 meeting
The Shiller CAPE presentation from the October 3, 2014 meeting.
Return to SMC Home