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ABT Operating Review: Financial Growth Strategies for Members

Discover financial highlights, market observations, and operating initiatives of ABT Investment Club to promote growth and member engagement. Explore strategic priorities and investment standards for maximizing returns.

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ABT Operating Review: Financial Growth Strategies for Members

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  1. ABT Operating Review Operating Review Jim Anderson OverviewPrepared for ABT Members November 2006

  2. ABT Management Organization Need More Members Willing To Join The Management Team • Founded July 2001 • 17 Voting Members • 5 Non-Voting Youth Members • Over $170,000 Long-Term Asset Value

  3. ABT Financial Overview • Financial Highlights • Own 20 Stocks With Market Value Of Over $160,000 • Own 3 Bonds With Market Value Of Over $15,000 • Total Return As Of November 2006 Over 15% • Target Return 25%

  4. ABT - Fast Facts • Designated Member/Stock Tracking • Investment Research & Analysis • E*Trade • NAIC Investor Toolkit • Value Line • Key Club Documents • Partnership Agreement • Club By-Laws • Member Newsletter • Club Accounting (On-Line & Reports) • Bivio.Com • ABT Website www.abtinvestmentclub.com • Investment Standards • NAIC Stock Selection Guide (SSG) • Stock Study • Portfolio Analysis • Analyst Reports & Recommendations We Own Stocks In Companies Primarily Headquartered in the U.S.!

  5. ABT Current Portfolio “Asset Diversification Is A Strategic Priority” • Key Opportunities: • Purchased Brokerage Services • More Financial Advice • Member Participation • Portfolio Revamping • Educational Initiatives • Dividend Re-investment • Dividend Distribution

  6. ABT Current Portfolio Asset Diversification – “A Strategic Priority” $’s in Thousands

  7. ABT Investment ClubBusiness Goals Now At Over $170K

  8. ABT E*Trade PortfolioAs Of November 16, 2006 Financial Supplement

  9. ABT Operating ReviewNovember 2006 Market Observations • Factors Influencing The Market: • Interest Rates • Oil Prices • Commodity Prices • Concerns With Inflation • Consumer Confidence • Profit Taking • Sustainability of Corporate Earnings • Political Instability

  10. ABT Operating Initiatives

  11. ABT – Our Best PracticesInvesting/Reporting With Integrity & Disclosure

  12. ABT Updated Objectives

  13. ABT Year End Member IssuesBelow are issues that require our collective attention for the year end. Members can advise their position or thoughts by email to the Club President.

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