Investor Education Day

10/08/2022
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9:00 am - 12:30 pm MT
Online
Cost: Donation

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Description

Investor Education Day 2022 features two presentations by Craig Breamer, followed by a tuneups of club portfolios submitted by investment clubs from the Rocky Mountain Chapter.

Invest in Stocks with Growing Dividends
Dividends can be important to investors, and stocks that have consistently increased their dividends have proven to perform well over time. This is not the same as focusing on high dividend paying stocks. We will focus on valuation metrics, like the payout ratio, and look at how to use the SSG to evaluate growing dividend stocks. A growing dividend portfolio could become a growing cash flow for those investors looking to generate income. Join us to learn why we focus on stocks that grow their dividends consistently.

Trim a Stock or is it Time to Sell?
Let's say you own a winning stock. The question becomes whether you should continue to hold, trim, or sell the winner. This is a tough decision as all sell decisions are. This class explores the logic of trimming long-term holdings versus selling out of a high-quality company. Items to consider that will help you make the right decision are explored including using this as a risk management tool. If the concept of trimming is new to you, come and learn how and why this could improve your investment returns.

Club Portfolio Tuneup
For the third educational session, Craig will select several portfolios from clubs in the Rocky Mountain Chapter and share his observations about the portfolios. This is an opportunity to have comments from an investor with 40 years experience provide his thoughts about the portfolio.


Prerequisite

This event should appeal to fundamental investors using BetterInvesting methodology.

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