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HOW TO MONITOR A STOCK IN THE CLUB'S PORTFOLIO

The following forms can be used to monitor the progress of the stocks in your portfolio from month to month. The forms may be adapted to the needs of your club. (You will need Adobe Acrobat to view the forms below)

• The Monitor's Summary
• Rationale for Purchase of a Company (why the club purchased this company)
• Monitor's Monthly Report
• Monitor's Quarterly Report
• Monitor's Annual Report