Successful Investing brought to you by the Letter "D"
Successful Investing: Brought to you by Big Bird, Elmo and the letter “D”. =)
Ken Kavula and Mark Robertson will lead a series of sessions exploring the foundations of successful investing from analysis -- to the sharing of ideas -- to the design and maintenance of long-term portfolios.
8 AM Registration (All Times local, CT)
8:30 AM Discovery: How do we find the best stocks to study?
9:30 AM Diligence: How do we study them? What characteristics are most important?
10:30 AM Design: What are the most important aspects of building and maintaining successful portfolios?
11:30 PM Lunch
12:00 PM Diversification: What do we need to reinforce when it comes to diversification and allocation?
1:00 PM Deployment: How can our portfolios guide decision-making? What are the important considerations when it comes to selling stocks?
2:00 PM Discussion: Open Question & Answer session.
Registration details to follow.