StockUp: Centering Your Stock Portfolio Management

While analyzing and selecting stocks are vital parts of successful investing, they are just the beginning. How well you manage your “team” of stock holdings is what ultimately determines your success. In this class, Cy Lynch shows why focusing on the potential impact that a specific buy, hold or selling decision will have on your overall portfolio is better than just looking at a single stock in isolation. Cy will then use practical examples to demonstrate how this portfolio-centered decision-making methodology can simplify your investment decisions and take emotion out of portfolio management, especially the oft-dreaded decision to sell.

Instructor:
Cy Lynch is a longtime educator for BetterInvesting, joining his first investment club in 1984. He received BI's 1998 Thomas E. O’Hara Award and a Distinguished Service Award from the organization’s Investment Education Institute in 2000. He’s appeared in Smart Money and  Business Week magazines and writes the “Growth Stock Outlook” column for BetterInvesting Magazine. Cy also serves as Chair of the BetterInvesting Board of Directors.  

Handouts:
Presentation slides (1 slide per page) PDF
Presentation slides (4 slides per page) PDF

No prerequisite.