Indianapolis: Stock Selection & Portfolio Mgmt
Date: Saturday, September 24 · 9:00 AM - 4:00 PM EDT
Location: The Riviera Club
Overview of Analysis (We’ll actually do a case study — walking through the analysis with exposure to our favorite resources and research.)
“Common Ground” – How investment clubs take care of a portfolio. We’ll review portfolio design and discuss management considerations. What is effective stock “watching?” How can we best be vigilant for opportunities and threats to our holdings?
“Discovery” – A demonstration of various screening resources with a look at some of our favorite resources.
“An Industry Study” – Taking a discovery and putting it through its paces to ensure that we’re considering (or accumulating and retaining the best of the best)
Let’s Talk Stocks – An interactive, audience-driven discussion of specific study ideas and case studies.