Optimizing Your Portfolio

11/13/2024
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5:30 pm - 7:30 pm CT
Mid-County Branch of St. Louis County Library
7812 Maryland Ave
Clayton, Missouri 63105
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Cost: Free and open to all
 

Description

You’ve done a great job picking stocks for your portfolio, but now you need to look at the portfolio as a whole.

The SSG Portfolio Summary Report gives a good snapshot of the total return you can expect from your portfolio. Is there a way to increase this by rebalancing your holdings, diversifying, or replacing one of your holdings?

This class will cover ways to increase the portfolio total return while minimizing risk.

This free in-person session will be led by our St. Louis BI Chapter instructors Candace Baker and Mary Boyd.

Register by sending an email to contact@stlouis.betterinvesting.net
 

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