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How to Clean Up Your Investment Club Portfolio |
11/19/2025 |
Here are some tips for improving the club's portfolio quality and harvesting capital gains and losses at year-end
In our November 2025 myICLUB webinar, Doug Gerlach outlined how to perform a year-end portfolio cleanup to make sure that the club's holdings are working effectively to meet the club's investment objectives..
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 also available for download.
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