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Description
TickerTalk is your monthly guide to becoming a smarter, more confident investor.
In this session, we’ll break down the three Projection Starting Point options in the Stock Selection Guide (SSG) and explain when each is most useful. You’ll also learn practical tips for preparing portfolio reports in the Online Stock Tools—perfect for ensuring your investment club meetings run smoothly. We’ll wrap up with best‑practice guidance to help all club members contribute effectively during a portfolio review.
And of course, don’t miss our signature Five in Five segment, featuring five timely stock ideas you’ll definitely want to explore.
In this session, we’ll break down the three Projection Starting Point options in the Stock Selection Guide (SSG) and explain when each is most useful. You’ll also learn practical tips for preparing portfolio reports in the Online Stock Tools—perfect for ensuring your investment club meetings run smoothly. We’ll wrap up with best‑practice guidance to help all club members contribute effectively during a portfolio review.
And of course, don’t miss our signature Five in Five segment, featuring five timely stock ideas you’ll definitely want to explore.
Panelists:
Dan Harter, Director, BetterInvesting's North Florida Chapter
Ken Kavula, Director, BetterInvesting's Mid-Michigan Chapter
Ann Cuneaz, Senior Manager of Education, BetterInvesting
Dan Harter, Director, BetterInvesting's North Florida Chapter
Ken Kavula, Director, BetterInvesting's Mid-Michigan Chapter
Ann Cuneaz, Senior Manager of Education, BetterInvesting
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This webinar will be recorded and available to all members in the Video Learning Library.
Check your system's compatibility
View Join Webinar Guide for Attendees
This webinar will be recorded and available to all members in the Video Learning Library.
Prerequisite
No prerequisite.
