Your portfolio should consist of diverse, quality stocks which have been bought low and eventually sold high. While this sounds easy enough many find it difficult to address diversity, quality, valuation and performance every month. These classes walk you through a repeatable monthly process that allows you to prepare for every club meeting or evaluation of your personal portfolio. Know which stocks you need to focus on for diversity, quality and/or value and which stocks you can safely ignore. Every month you will review the reality of your portfolio performance. You will be able to explain why every buy and sell recommendation will improve your portfolio. This class assumes you have successfully completed many SSGs.
1 – Monthly Portfolio Management, Part I
July 12, 2014, 1:00 pm - 2:30 PM
Conducting a monthly review of your portfolio to validate the reality of your portfolio performance, Part I
2 – Monthly Portfolio Management, Part II
August 9, 2014, 1:00 pm - 2:30 PM
Conducting a monthly review of your portfolio to validate the reality of your portfolio performance, Part IIFee includes 2 sessions and access to recordings.
Instructor: Mike Torbenson, Puget Sound Chapter Vice President of Education
Mike is a member of three clubs as well as director with the Puget Sound Chapter. Teaching has been the theme and delight of Mike’s career in the US Navy, elementary teacher, computer consulting and education, and Microsoft consultant. Mike is currently retired and keeps busy with traveling, visiting grandchildren, and teaching BI classes.