By Robert Bacarella | November 23, 2020

This December, Monetta is offering a special, limited time holiday gift-matching program for families.

In the movie National Lampoon’s Christmas Vacation, Clark Griswold (played by Chevy Chase) is expecting his yearly Christmas bonus, which he desperately needs to pay for a swimming pool for the coming summer. When the bonus envelope arrives, there’s no check—but rather a year’s membership to the “Jelly of the Month Club”. Clark’s Cousin Eddie, acknowledging the gift, says, “Clark, that’s the gift that keeps on giving the whole year.”

Although the “Jelly of the Month Club” wasn’t what Clark expected, it’s true that many gifts we receive for the holidays can quickly become underappreciated or quickly forgotten.

That’s the inspiration for our holiday promotion. In a year that’s been difficult for so many families, we wanted to offer something to help people give a gift that may keep on giving.

With investing, the most important thing is simply to get started—even if it’s with a small amount of money—and then to keep making contributions (even if they are small) over time. A gift of a small initial investment coupled with an automatic monthly deposit could benefit the recipient for years and even leave a legacy that will never be forgotten.

So, to aid families to start their own monthly investment account (like a Jelly of the Month Club), Monetta has reduced the minimum investment amount to $25 (normally $100), with the establishment of an Automatic Investment Plan for at least $25 per month.*

In addition, Monetta will match all new AIP accounts, for both new and existing accounts with a one-time additional deposit of $25.*

This is a gift that may keep on giving and over time teaches the value of long-term investing. In addition, shareholders will automatically receive a quarterly newsletter that teaches basic life skills and investment concepts in a fun and educational way.

So, this holiday season—a time of stress in an already stressful year—remember what Clark Griswold said: “Where do you think you’re going? Nobody’s leaving. Nobody’s walking out on this fun, old-fashioned family Christmas. No, no! We’re all in this together.”

What better way to celebrate togetherness than giving a gift with the potential to leave a long-lasting legacy of knowledge and potential investment gains?

To learn more about our limited-time holiday promotion, visit https://monetta.com/gift.

*The promotional period is Dec. 1 through Dec. 31, 2020. The promotion is limited to the first 500 accounts. It applies to both Monetta mutual funds, the Monetta Core Growth Fund (MYIFX) and the Monetta Fund (MONTX). The initial-investment minimum will be reduced only when an account is opened directly with Monetta. To qualify for the promotion, an AIP must be newly opened, directly with Monetta; both new and existing shareholders may do so.

We make it simple for everyone to invest easily and sensibly.

  • Low Minimums
  • Built-In Diversification
  • Commitment to Education

It only takes $100 to get started. Your future self will thank you.

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Important Information

Automatic Investment Plans do not assure a profit, nor do they protect against loss in declining markets.