PRISM: Prioritizing Your Goals

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How to Narrow Down the Stock Universe Checklist 

03-24-2022 15:03

How to Narrow Down the Stock Universe Checklist
Selecting and Managing Your Investments - Lesson 5


There over 5,000 exchange-listed stocks listed on U.S. exchanges, so how do narrow that list down when thinking about what to add to your portfolio? Before you spend countless hours sifting through potential investments, you will want to think about how your risk tolerance, allocation and investment management preferences play a role in which stocks you should add.
 

To start this daunting process, we’ve compiled a simple checklist to go through to make sure you’re hitting each and every one of your individual needs as well as preferences before adding anything to your portfolio.

Take a look at the full checklist and then complete Lesson 5 of "S" - Selecting and Managing Your Investments. 


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