First Tuesday Training Workshop – May

05/05/2026
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7:30 pm - 8:30 pm ET
Online
Cost: Free

Register Here

Using the link shown you can  register once for all future sessions.  Reminders will be sent to you.

 

Description

Part 2: Updating a Portfolio and Interpreting Reports.  During Part 2 in May, you will learn how to update the portfolio prepared in April and interpret three reports - Diversification, Summary and PERT Reports and position the portfolio for greater return.  We will make collaborative decisions on how to analyze the reports and make buy, hold and sell decisions for greater portfolio return.

Click to view the First Tuesday Training Workshop archive.

Prerequisite

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.

Event Contact

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