OnDemand

Successful investors have learned how to be prepared to add quality companies to their portfolio when the opportunity presents itself.

Pat Donnelly, BIVA Board Director from Pittsburgh, will demonstrate a technique of developing/using a stock screening method, then using the portfolio feature of Toolkit to evaluate the company by using the Reports function to maintain a buy/watch list, and to maintain a library of quality companies to help with conducting further in depth analysis and research of the companies. This method will allow the investor to always know what ‘zone’ the quality companies are in.