Get Started: Basic Portfolio Creation and Hints
Date: Saturday, March 01 · 2:00 PM - 3:15 PM EST
Location: Online
Using the SSG Plus and the Manifest Investing Dashboard tool, this class will help a beginner make the jump from finding great stocks to buying several stocks and creating a stock portfolio. We will discuss basic portfolio management, a typical BI portfolio’s characteristics, when the size of a holding is too large or too small and what growth goals are appropriate. Along the way we will show how you can track your studies and use them to evaluate your holdings. We will use portfolios from some of our Mid-Michigan model investment clubs as examples.