Investor Education Day with Doug Gerlach: The Portfolio Constuction Zone
08/02/2025
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9:00 am - 3:00 pm CT
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Cost: $35 (includes lunch), $45 at the door
Registration details will be posted on or before June 15
Description
Overview
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. Topics will include:
A familiar name to many BetterInvesting and investment club members, Doug Gerlach is President of ICLUBcentral Inc. (a wholly-owned subsidiary of BetterInvesting). He leads ICLUBcentral’s development of tools for investors and investment clubs, including StockCentral, myICLUB, and myICLUB Club Tax. Doug is Editor-in-Chief of three stock investing newsletters, the award-winning Investor Advisory Service, the market-beating SmallCap Informer, and the new Dividend Informer. Doug has written six books, including “Investment Clubs for Dummies” and “The Armchair Millionaire.” He is a popular speaker at events for BetterInvesting and other organizations nationwide.
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. Topics will include:
- Portfolio Diversification by the Numbers. Explore 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. 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 but those prices often don't provide enough justification by themselves to make a confident decision. 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.
A familiar name to many BetterInvesting and investment club members, Doug Gerlach is President of ICLUBcentral Inc. (a wholly-owned subsidiary of BetterInvesting). He leads ICLUBcentral’s development of tools for investors and investment clubs, including StockCentral, myICLUB, and myICLUB Club Tax. Doug is Editor-in-Chief of three stock investing newsletters, the award-winning Investor Advisory Service, the market-beating SmallCap Informer, and the new Dividend Informer. Doug has written six books, including “Investment Clubs for Dummies” and “The Armchair Millionaire.” He is a popular speaker at events for BetterInvesting and other organizations nationwide.
