Selecting and Managing Your Investments Webinar
Reflect
As we wrap up how to select stocks for your portfolio, we want our members to think about how their perspectives about buy/sell/hold rules have changed over the course of the last few lessons. Having a clear plan that you can stick to will help reduce your overall psychological risk. Understand what works for your individual investments, goals and needs and make sure to write down your buy and sell rules so you can refer to them when you add or remove stocks from your portfolio.
Last week, we held the webinar, "Selecting and Managing Your Investments" which delved into each section of this course: how to select funds, stocks and bonds. We encourage our members who missed the webinar, to watch the replay and complete the necessary worksheets.
If you have questions, please feel free to email us at charles@aaii.com so we can address any questions about the webinar or course material.
Participate
For this lesson, we ask our members to watch the replay of the webinar and complete the corresponding worksheets that are attached at the bottom of this post. Then, answer the two questions in the discussion post below:
- How have your buy/sell/hold rules for stocks changed after completing the last few lessons? Please share below!
- With the resources we provided about narrowing down the options, making a comprehensive list, utilizing the AAII resources and creating your own buy/sell/hold rules, are you confident you can choose stocks for your portfolio that fit your individual needs? If so, why and what can you share with the group?
That's all folks, we will see you back here next week, April 14, 2022 for Narrowing Down the Bond Universe. And with market volatility through the roof, you'll want to come back to see how you can diversify your portfolio with certain individual bonds or bond funds.
Download the "Selecting and Managing Your Investments" worksheet
Download the "Buy/Sell Rules for Stocks" checklist PDF
Questions about coursework, webinars, worksheets, etc.? Drop your inquiries in the discussion below. We're happy to help!
------------------------------
Jenna Brashear
AAII Community Manager
Chicago, IL
------------------------------