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Investment Club
In
1996, a group of TAAGP
members got together and
formed the TAAGP Investment
Club. We formulated a
Charter (by-law) in the
first meeting with the
primary goal of exchanging
ideas and educating
ourselves in equity
investment. The Charter
dictates that a president, a
vice-president (president
elect), a treasurer, and an
auditor be elected once a
year with no term limit. All
the important decisions are
to be voted on
democratically. For example,
the buy/sell orders require
a two third majority votes.
The formation of the Club
was announced to the TAAGP
members and fifteen charter
(family) members joined the
Club. Each charter member
contributed an equal amount
of money which was deposited
into a newly created
brokerage account in
September, 1996.
In each monthly meeting, a
couple of members present
stocks of his/her choice, or
investment strategies, or
any helpful ways in
investing. Buy/sell
proposals from the floor are
seconded and voted on in
each meeting. The treasurer
executes the meeting
decisions. The meeting
format has been refined and
investment techniques grown
in sophistication over the
years. For example, we have
learned to use trailing stop
order, conditional trigger
order, and technical
analysis in our decision
making and ordering. We also
learned the art of option
trading. The paper handout
is replaced by colorful
power point presentations in
most cases.
In over a decade of history,
a few families moved away
and a few left the Club for
personal reasons. Overall,
the membership has been very
steady and we have bonded
together strongly from
healthy discussions (in and
out of meetings) and good
meal. We are looking forward
to growing stronger in the
years ahead.
Bert Lee (July, 2009)
Current and Past President
of Investment Club
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| Bert Lee | 1997-1998 |
| Ben Su | 1999 |
| James Jii Shieh | 2000 |
| Joe Hsu | 2001-2002 |
| Wen S. Chiu | 2003-2004 |
| Daniel Yeh | 2005 |
| Thomas Shih | 2006 |
| Kuo-Liang Tchong | 2007 |
| Wen-Shiong Yang | 2008 |
| Hank Lin | 2009 |
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