Stock Investment Workshop – September

This month we'll cover generating and interpreting the Portfolio Evaluation and Review Technique (PERT) report. We'll look at a sample portfolio and review the PERT to identify companies that may have deteriorating fundamentals. We'll also review the sample portfolio using PERT to identify companies that may potentially increase our portfolio return. Note: you should understand how to create a portfolio and add companies to it in SSGPlus. If not, please watch the August TTW session prior to attending this session.

A curiosity about how to become a better investor by learning more on how to analyze a company for possibly investing in for your family's future financial security and independence.

If you have any questions please contact Dan Harter
webauthor@northflorida.betterinvesting.net