Website Tour Handout

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Touring the BetterInvesting Website
Seminar 214
A BetterInvesting membership gives you much more than a monthly magazine. As a
BetterInvesting member, if you haven’t visited the BI website lately, you are not getting all the
benefits for which you have paid. Valuable features on the website are included with your
membership, such as Online Stock Studies, First Cut, free education for you or your club, and
more. The low-cost premium offerings include S&P data, the Online Stock Selection Tools, and
Online Courses designed to teach the basics of investing the BetterInvesting way.
Step 1 – Logging in
 Update Profile to set your user ID and Password to something easy to remember.
 Login TIP – check “remember me” on your home computer.
Benefits for All Members (includes $25 club members)
Online Stock Studies (home page)
 Live event – 1st Wed of every month.
 Attend these sessions right from the comfort of your own home on your own computer.
o High-speed internet access required.
 Interactive session that steps through the process of completing an SSG.
o Audience participates in polls, and may ask questions.
 Recordings available for all past stock studies.
First Cut (home page)
 Library of completed stock studies from members like you.
 View the entire list or search by sector.
 110 studies posted to date.
 The date of the most recent study is always listed.
o Educational value in even the older studies.
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Touring the BetterInvesting Website
Seminar 214
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Submit a study.
o Home | Tools & Resources | First Cut | Submit a Study
New feature – comments on First Cut company pages.
o See Stryker or Gilead
First Cut Email – every 2 weeks – are you getting that?
o We need your email on file with BI – and do not opt-out of receiving email from
us.
OfficeMax Discount Card (for use in retail stores)
 Home | Tools & Resources | Special Programs | OfficeMax
 Access via banner ad on right side of BI home page.
BI Magazine Archives
 Home | Tools & Resources | BetterInvesting Magazine | Print Archives.
 Try these:
o Author archives – George Nicholson
o Column archives – Technically Speaking
o Issue archives – Articles from 50s, 60, and 70s
Barron’s Subscription
 $52 per year includes weekly newspaper and online access ($149 value).
 Home | Investment Clubs | Club Management | Barron's Subscription.
 Or www.betterinvesting.org/barrons
Short classes for clubs
 15-20 minute classes that can be used in the education segment of your club meetings or
for your personal use.
 Presented at BINC 2008.
 On the BINC 2009 page.
o From BI home page – click banner ad to right
 Public page | Start Learning | Events | BINC 2009
Most Active Stocks
 Reports what members are buying and selling.
 Daily update on the website.
 Submit your buy and sell decisions.
Forms
 Home | Tools & Resources | Worksheets
 Great for teaching new members.
 Blank Stock Comparison Guide can be completed at a club meeting to pick the best stock
of several presented.
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Touring the BetterInvesting Website
Seminar 214
Low-cost Premium Benefits (Online Tools)
All are available 24/7 from any PC or Mac with Internet access.
No software to install.
Company Data and Research Reports
 S&P data on over 7,000 stocks.
 Data can be imported into desktop stock analysis software.
 Updated daily.
Online Stock Selection Guide
 Perfect for your new members to learn the SSG – with built-in education and a structure
that takes the student step-by-step through the process.
 Upgrades are ongoing and provided free of charge.
 Recent upgrades:
o PAR (projected average return) calculation added.
o Simple return has been removed.
o Ability to enter your own Forecast Average Payout ratio used in the return
calculation.
o Choose peers to compare (very popular).
 Coming soon:
o Export SSG.
o Additional Low Price options from which to choose.
o Preferred Procedure.
Online Comparison Guide
 Quickly zero in on the best candidates.
 Save your comparisons.
Mutual Fund Tool
 Lipper Mutual Fund data on over 20,000 funds
 Screen Tool
 Checklist
 Trend Report
 Comparison Guide
Learning Center
 Getting Starting Curriculum
o How to Buy Stocks
 The Stock Selection Guide
 Use the Stock Comparison Guide
 Buy a Stock
o How to Buy Mutual Funds
 Analyzing Stock Mutual Funds
 Additional Courses
o Introduction to Stocks
o Introduction to Mutual Funds
o Financial Foundation
o National Convention Atlanta 2005
 8 classes with audio and video
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