Portfolio Tips & Tricks


Clubhouse: Portfolio Tips & Tricks

This webcast will feature Ken Kavula demonstrating the use of the dashboard worksheet function for portfolio decision analysis.

When: Tuesday, February 25 (8:30 PM ET)

Where: Register via https://www4.gotomeeting.com/register/227075095

Do some exploring and digging and bring your questions to the session.

Another tip: This isn’t just for investment clubs, folks. Although Ken will focus on best practices for group decision-making, this applies to any long-term investor taking care of a portfolio.

Tin cup worksheet