Portfolio
Name one ETF that we hold in our portfolio
What is ISHARES Brazil Index Fund, ISHARES France Index Fund, ISHARES Korea Index Fund, ISHARES South Africa Index Fund, ISHARES Germany Index Fund, ISHARES TR India Index Fund, ISHARES Taiwan Index Fund, ISHARES Japan Index Fund, SPDR S&P China ETF, Vanguard Healthcare ETF, Vaneck Vectors Green Bond ETF, Vanguard Intermediate Term ETF, IShares 1-3 Year Treasury Bond ETF
What is the definition of an "active member"?
What is "A member who has an attendance rate of at least 50% of weekly meetings"
What is intrinsic value (book value)?
What is "net value of assets of the company OR the total amount of $ all shareholders would get if the company were to liquidate"
Spiffy manages a portfolio for what organization?
What is The University of Maine Foundation
What food is a Spiffy favorite for the monthly meal?
What is Moe's BBQ
What is our largest holding currently?
Super Micro (SMCI)
Who is allowed to make a pitch for the club portfolio?
What is " Any member of SPIFFY may choose to make a pitch for the club portfolio. All members need to submit their pitches and corresponding executive summaries to directors and the chief risk officer for review prior to meeting."
What is the two step process of investing?
What is
1.) To find a business with great intrinsic value and a bargain market value
2.)To make long-term returns off of the security
How long has Spiffy been a club?
What does the acronym "SPIFFY" stand for?
Student Portfolio Investment Fund of the University of Maine Foundation
What sector is our least allocated currently?
What is Materials?
When is the deadline for applications to become a director of the Spiffy club?
What is April 1st
What is Horizontal Analysis?
What is "Analyzing the financial metrics (balance sheet, income statement and cash flow statement) of a company overtime (at least a four year time frame)"
Who founded the SPIFFY Club?
What is Bob Strong
What is Professor Lobes favorite pass time?
What holding provided the biggest return last fiscal year?
What is SMCI?
What materials are required prior to an interview to become a Sector Head?
What is a resume and cover letter
What is standard and poor (S&P) rating for junk bonds?
What is BB and lower
What was the initial investment into the SPIFFY club?
What is $200,000
How does Bob Strong believe the word "Finance" is pronounced?
What is (fa-nan-s)
What country has preformed best out of our foreign ETFs?
What is Taiwan?
What is a Emergency Meeting?
What is "Emergency meetings entail when Directors will hear a sell pitch request and if they deem a sell is a necessity to sell a sell vote will be sent out to the club electronically and members will have 24-hour window to submit vote. Standard procedure applies if the vote passes or is denied."
What time interval allocation method is used in 401k plans and Mutual Fund Accounts?
Dollar Cost Averaging
Who provided the means for the state-of-the-art financial education lab where SPIFFY members work?
Who is Gerard S Cassidy
What stock did Aidan Michaud and David McKelvy pitch in 2020 that got approved but was never purchased?
What is Wiess Market (WMK)