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Introducing the myICLUB Portfolio Beta Report |
5/22/2024 |
Do you know the beta of your club's stocks and of the entire portfolio?
If you missed the live webinar of Doug Gerlach's introduction to investing risk and the new myICLUB Portfolio Beta Report, the replay is now available.
In this webinar, myICLUB.com's Doug Gerlach explains how the new Portfolio Beta Report can give club members a better understanding of the historical risk levels of the club's stocks, and of the entire portfolio. If an investment club wishes to outperform the market, it needs to accept a certain level of risk. But "playing it too safe" might mean that the club's holdings are less likely to meet or exceed broad market returns.
If you missed the live presentation by Doug, the replay is available on our YouTube channel, or you can view the replay on demand right here:
The PDF handout of the presentation slides is available for download.
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 tools for investment club accounting, operations, and tax preparation, please visit https://www.myICLUB.com.