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OnTheMark Investment Club

March OTM club meeting minutes

April 13, 2015 by Ed Spyhalski

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Investment Club Investments – Technicals ahead of Monday night

March 6, 2015March 5, 2015 by Mark Bates

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OTM club meeting minutes from 2/09/2015

April 13, 2015March 3, 2015 by Ed Spyhalski

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1/12/2015 meeting minutes

February 1, 2015 by Ed Spyhalski

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Meeting Minutes from December 2014 Meeting

August 12, 2018January 12, 2015 by Roger Kobel

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Upcoming Investment Club Meeting – Monday, January 12 at 7 PM

January 21, 2021January 9, 2015 by Roger Kobel

This is a reminder that the next investment club meeting is on Monday, January 12th at 7 PM.

Phone:  (502) 292-4847  Conference ID: 53422

Agenda

Roll call – Ed Business Matters

  • Review and approve minutes of last meeting
  • Treasurer’s Report – Ed
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    ONNN Purchase Survey

    December 9, 2014 by Mark Bates

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    OTM Investment Club – Adhoc gathering in Louisville

    November 24, 2014 by Mark Bates

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    OTM Investment Club – Joe Kipp receives Best Trade Award

    November 24, 2014 by Mark Bates

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    11/17/2014 Investment club meeting minutes

    December 6, 2014November 17, 2014 by Ed Spyhalski

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    Retirement ETF Fund

    [stock_market_widget type=”table-portfolio” template=”basic”  assets=”EDV,EMB,MUB,VCLT,BNDX,XLU,XLV,XLY,XLP,VNQ,GLD,XLK,FDL” fields=”symbol,change_pct” links=”{‘EDV’:{},’EMB’:{},’MUB’:{},’VCLT’:{},’BNDX’:{},’XLU’:{},’XLV’:{},’XLY’:{},’XLP’:{},’VNQ’:{},’GLD’:{},’XLK’:{},’FDL’:{}}” search=”false” display_currency_symbol=”true” pagination=”true” rows_per_page=”30″ sort_field=”change_pct” sort_direction=”desc” alignment=”left” api=”yf” portfolio=”{‘EDV’:{},’EMB’:{},’MUB’:{},’VCLT’:{},’BNDX’:{},’XLU’:{},’XLV’:{},’XLY’:{},’XLP’:{},’VNQ’:{},’GLD’:{},’XLK’:{},’FDL’:{}}” ]

    Miley Growth Fund

    [stock_market_widget type=”table-portfolio” template=”basic” assets=”ANET,KLAC,LRCX,FTNT,AMAT,NVDA,KKR,KLIC,NFLX,NXST,LULU,ADBE,FB,FIVE,INTU,FND,AMZN,ARES,PYPL,PAYC” fields=”symbol,change_pct” search=”false” display_currency_symbol=”true” pagination=”true” rows_per_page=”30″ sort_field=”change_pct” sort_direction=”desc” alignment=”left” api=”yf” portfolio=”{‘ALGN’:{‘qty’:3.48,’p_price’:525.38},’FTNT’:{‘qty’:12.62,’p_price’:144.75},’ADBE’:{‘qty’:3.98,’p_price’:458.77},’SLM’:{‘qty’:131.65,’p_price’:13.88},’LULU’:{‘qty’:5.56,’p_price’:328.68},’NVDA’:{‘qty’:3.52,’p_price’:519.59},’NFLX’:{‘qty’:3.43,’p_price’:532.39},’ASML’:{‘qty’:3.42,’p_price’:534.16},’FB’:{‘qty’:7.07,’p_price’:258.33},’BLDR’:{‘qty’:47.77,’p_price’:38.25},’LAD’:{‘qty’:5.73,’p_price’:318.68},’VIPS’:{‘qty’:66.64,’p_price’:27.42},’FND’:{‘qty’:19.85,’p_price’:92.07},’OLLI’:{‘qty’:19.29,’p_price’:94.73},’MPWR’:{‘qty’:5.14,’p_price’:355.29},’EPAM’:{‘qty’:5.31,’p_price’:344.43},’BABA’:{‘qty’:7.2,’p_price’:253.83},’PYPL’:{‘qty’:7.8,’p_price’:234.31},’GOOGL’:{‘qty’:1,’p_price’:1827.36},’MKSI’:{‘qty’:11.56,’p_price’:158.07}}” ]

    Miley Income Fund

    [stock_market_widget type=”table-portfolio” template=”basic” assets=”XOM,PM,IRM,NNN,ABBV,FE,FHN,MRK,PDCO,AMGN,EOG,VTRS,RF,MET,PRU,CFG,OGE,DOW,LMT,JEPI” fields=”symbol,change_pct” search=”false” display_currency_symbol=”true” pagination=”false” rows_per_page=”30″ sort_field=”change_pct” sort_direction=”desc” alignment=”left” api=”yf” portfolio=”{‘PM’:{‘qty’:4.08,’p_price’:79.65},’PRU’:{‘qty’:4.15,’p_price’:78.28},’DOW’:{‘qty’:6.26,’p_price’:51.9},’OGE’:{‘qty’:10.64,’p_price’:30.52},’PFE’:{‘qty’:9.05,’p_price’:35.9},’CFG’:{‘qty’:8.92,’p_price’:36.44},’WU’:{‘qty’:14.59,’p_price’:22.27},’MET’:{‘qty’:6.75,’p_price’:48.15},’CC’:{‘qty’:12.33,’p_price’:26.34},’FITB’:{‘qty’:11.23,’p_price’:28.93},’DTE’:{‘qty’:2.73,’p_price’:118.86},’RF’:{‘qty’:19.1,’p_price’:17.01},’CAH’:{‘qty’:6.05,’p_price’:53.73},’SNV’:{‘qty’:8.73,’p_price’:37.2},’JEF’:{‘qty’:13.91,’p_price’:23.35},’MRK’:{‘qty’:4.22,’p_price’:77.07},’GPC’:{‘qty’:3.46,’p_price’:93.88},’MMM’:{‘qty’:1.85,’p_price’:175.66},’LMT’:{‘qty’:1,’p_price’:324.88},’JEPI’:{‘qty’:5.89,’p_price’:55.2}}” ]

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