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Tips for Rebalancing Your Investment Club Portfolio |
7/19/2023 |
How to improve the diversification of your club's stock porfolio.
Does your investment club portfolio need rebalancing to achieve your diversification goals (or do you not even have diversification targets established?)? Here are Doug Gerlach's tips for rebalancing your club's stock portfolio from the team's recent webinar, now available on demand from our YouTube channel.
Watch the replay on ICLUBcentral's YouTube Channel, and download a PDF handout of the slides from this presentation here.
Sign up for ICLUBcentral's free monthly Investment Club webinars.
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For more on ICLUBcentral's tools for investment club accounting, operations, and tax preparation, please visit https://www.myICLUB.com.