#MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey.
Robert Shaw shares, "In my investing life I have used Morningstar and their watchlist function for years to guide my mutual fund investment choices. In 2009, I attended a BetterInvesting Regional Conference in Lansing, MI, and have never looked back." There were fantastic mentors that helped me learn the BI way - people like Ken Kavula and Mark Robertson, to just name two. I joined a local model club where I continued to learn how to follow the BI principles. Currently, I am a Director for the SE Michigan Chapter, a past President, and current VP.
For several years I have co-taught three different mutual fund and stock investment classes at the Osher Lifelong Learning Institute at the University of Michigan (OLLI) with a friend who is a retired research professor. I started an investment club in Ann Arbor, MI with people from our stock classes, and we are finishing our third year of investing in February 2021. We have managed to achieve an AIRR of 28.9% since our inception, a feat I think is due primarily to following the principles of BetterInvesting – but a rising market has certainly helped.
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