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Managing Your Investment Club's Watch List |
8/15/2023 |
Watch the replay of Doug's recent webinar on a tool that can help you buy good companies at great prices.
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.
In addition, Doug demonstrates how to use the newly-enhanced myICLUB.com Watch List. This tool makes it even easier for clubs to keep track of their best ideas and be ready to buy when the signs are right, for both new investments and for replacements for weakened holdings.
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.
myICLUB.com is the world's most popular tool for investment club accounting and operations. Sign up for a free trial to see for yourself why thousands of investment clubs choose myICLUB.com to manage their club's books and operations.
For more on ICLUBcentral's tools for investment club accounting, operations, and tax preparation, please visit https://www.myICLUB.com.