A Roundtable to learn from one another’s experiences and develop one’s investment strategy.
Date: June 10, Tuesday, 6:00 – 8:00 PM PT
Venue: ZOOM
An Introduction to Beginners
- Why Invest in Stocks?
- Build long-term wealth
- Outpace inflation
- Receive dividends (passive income)
- Own a piece of a growing company
- What Is a Stock?
- A stock is a share of ownership in a company. When you own a stock, you own a small piece of that business and may benefit from its growth and profits.
- Different Ways to Invest
- Individual Stocks: Buy shares of specific companies
- ETFs: Baskets of stocks you can trade like a stock
- Mutual Funds: Professionally managed investment funds
- Robo-Advisors: Automated investing platforms
- Key Investment Strategies
- Diversify your portfolio
- Invest consistently (dollar-cost averaging)
- Think long-term
- Understand your risk tolerance
- Gettign Started
- Choose a brokerage platform (e.g., Fidelity, Schwab, Robinhood)
- Start with a small amount you can afford to invest
- Pick a simple fund or company to start with
- Track and learn as you go
- Questions & Discussion
- What are your thoughts, questions, or personal investing tips?
10 Stocks for Long-Term Investment Suggested by AI (5/24/25)
ChatGPT
AAPL | MSFT | AMZN | JNJ | TSLA | BRK.B | GOOGL | COST | V | NEE |
Grok
AMZN | MSFT | PFE | KO | V | MANH | COST | PRU | META | XOM |
Perplexity
GOOGL | MSFT | AMZN | NVDA | META | TSLA | AVGO | TSMC | CI | FSLR |
Gemini
AAPL | MSFT | GOOGL | AMZN | JNJ | BRK.A/B | V | PG | NVDA | WM |