Dog Bone Portfolio Club - Initiation Fee

Just one timely macro warning or one good 'outside the box' investment idea will justify your membership in our virtual Dog Bone Portfolio Club (DBPC)

I'm John Budden, with 60 years of diverse domestic and international investment experience. I am fortunate to have met some exciting and clever investors. Over the summer of 2017, I polled friends worldwide about creating a virtual investment club tailored to family offices, institutions, experienced investment professionals, and high-net-worth investors for discussion and the exchange of investment ideas and strategies. The response was overwhelmingly positive. As a result, the Dog Bone Portfolio Club (DBPC) was launched in December 2017.

In October 2009, I attended the Contrary Opinion Forum in Vergennes, Vermont, having been invited by Dean LeBaron to portray Russian Economist Nikolai Kondratieff on a panel moderated by Kate Welling and featuring Dean LeBaron, Walter Deemer and Mark Ungewitter. Subsequently, Margret Kopala asked me to contribute to her book The Dog Bone Portfolio, which provides an in-depth and fascinating analysis of Kondratieff's long-wave theory playing out today. 

Dean LeBaron coined the term 'Dog Bone Portfolio.' He suggests that we should learn from clever neighbourhood dogs who never bury all their precious bones in one dog bone hole. Dean believes that investors should bury their investment bones in safe places around the world, with considerable due diligence devoted to the countries, designated custodial institutions, and the form in which the assets are held.

I have had the good fortune to work with and interview some very astute investors during my career. A common characteristic is that we all have an ongoing fascination with the evolution of markets and a constant need for good intelligence. The Dog Bone Portfolio Club addresses this need by providing a secure and private virtual clubhouse, where inquiring minds can meet regularly and exchange investment ideas and strategies.

Our virtual club has its benefits: 
No travel is necessary, and there is no dress code. The only requirements are civility, natural intelligence, common sense, innate curiosity and, of course, a sense of humour. You only need a desktop computer, laptop, iPad, smartphone or old-fashioned telephone. If family offices, institutions and high-net-worth individuals qualify and are simpatico they will be invited to become members of the Dog Bone Portfolio Club (DBPC).
 
As the Internet is our medium, security is vital: 

The Dog Bone Portfolio Club (DBPC) has been using Zoom as its communications platform since its inception in 2017, and fortunately, we have never experienced any security breaches. 

Your Basic Zoom Meeting Account is Free and, of course, I assist Dog Bone Portfolio Club members with the set-up of their Basic Zoom Meeting Account.

Dog Bone Portfolio Club Guidelines: 

• Members may remain anonymous, identified by initials or their names if acceptable. Members have the option of turning their audio and video off;
• Meetings and presentations will only be recorded with the unanimous permission of all participating members;
• Respect for the privacy of fellow club members is mandatory;
• Email addresses are considered private.

Dog Bone Portfolio Club Membership will include the following:

• JB's' News and Agenda' every weekday;
• A simple and secure ZOOM link to our virtual DBPC weekly Wednesday 11:00 am (EST) meetings;
• End-to-end CHAT instant messaging during meetings;
• Discussions with renowned investors;
• One-Way Mirror, to our under-the-radar investment manager and private equity presentations; 
• Opportunities for private meetings with other DBPC members;
• A complimentary electronic copy of The Dog Bone Portfolio by Margret Kopala and John Budden. The criteria for membership in the Dog Bone Portfolio Club are simple: Individuals I know and trust, whom members properly sponsor, and, naturally, who add value with their knowledge and experience.

Initiation Fee and Annual Dues:

The initiation fee is $1,000.00 (USD), which covers the development and set-up of the Dog Bone Portfolio Club. Annual Membership Dues are $500.00 (USD).

Administration and payment: via Shopify - shop.johnbudden.com

After 60 years in the investment business and 18 years as the market commentator on Bell Media's 580 CFRA, I am up to the challenge of moderating our club's weekly online meetings and presentations via Zoom. 

In my 'News and Agenda,' which I email every weekday, I provide DBPC members with investment and economic research and an outline of upcoming events and presentations. At our weekly meetings, we enjoy lively and insightful discussions and timely investment idea flow. Our strength is the combined experience and intelligence of our members.

Please get in touch with me should you wish to join one of our weekly DBPC meetings as a guest: 
Contact John Budden at (613) 789-1840 or jb@johnbudden.com, and we can discuss your investment objectives and determine if the Dog Bone Portfolio Club is a good fit for you. 

In any event, I look forward to hearing your thoughts and answering your questions. 

Best JB

John Budden

Website: johnbudden.com