Investor Day with Doug Gerlach
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Description
Investor Day Event with Doug Gerlach
Class Topics:
Portfolio Construction Zone
Sure, picking individual stocks can be fun and rewarding, but are you merely assembling a collection of companies or are you building a healthy portfolio? In this special one-day educational event, Doug Gerlach will make sure you have the tools to build a stock portfolio that will stand the test of time and help you meet your financial goals.
Presentation Topics
Portfolio Diversification by the Numbers
A golfer with only a sand wedge in his bag. An orchestra of only tubas. A football team of 22 wide receivers. A chef with a frying pan and no other cookware. If you can understand why these might occasionally be brilliant but generally not provide optimal outcomes, then you're on the way to understanding why diversification is important. BetterInvesting recommends that investors and clubs embrace diversification as a risk management technique. But how does it work? And how should it be implemented? It turns out that there is much research that supports the principles of diversification. Exploring the data and science behind correlation, volatility, risk, and return helps to understand why under-diversification is a problem, and how to best construct a diversified stock portfolio.
Combating Megastockfluenza in Your Portfolio
A winter case of the flu can make a person feel unfocused and unenergetic, unable to move off the couch or get out of bed. Many individual investor portfolios suffer from a similar lack of forward motion due to "megastockfluenza," a syndrome wherein portfolios include way too many slow-growth mega-cap stocks, those popular brand name companies operating in consumer and retail sectors that are "comfortable" to buy and hold. While there is a place for these stalwarts in a portfolio, overweighting in large- and mega-cap stocks can hold back portfolio returns over time. But treatment is available, and portfolio health can be greatly improved by focusing on better growth opportunities that are available in small and midsized company stocks. Learn the risks of focusing too much on the very largest companies in the market and how to improve portfolio returns and reduce volatility by boosting small and midsized stock exposure.
Make Better "Sell" Decisions in Your Portfolio
Using the SSG and other BetterInvesting tools, it's possible to determine "optimal" buy and sell prices. Unfortunately, those prices often don't provide enough justification by themselves to make a confident decision. Stocks languish in the "maybe" zone. Weak company fundamentals make a stock appear to be too cheap to pass up. And stocks that have seen huge price run-ups may be approaching their sell prices on the SSG but still be prudently held in a portfolio. With a better understanding of the five different levels of valuation, investors can make better decisions about handling the under-, over-, or hyper-valued stocks in their portfolios.
Investment Club Portfolio Tune-Up
Doug will review portfolios of investment clubs that have been submitted, making suggestions about potential pitfalls and avenues towards improvement.
Closing of 2024 Club Taxes
