Buy, Sell, or Hold

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Buy, Sell, or Hold. Invest It Forward ™. How Are You Doing?. Invest It Forward ™. How did you get started? Are you happy with your portfolio’s performance? Why? Are you holding onto an investment whose performance has surprised you? What investment lessons have you learned so far?. - PowerPoint PPT Presentation

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Buy, Sell, or Hold

Invest It Forward™

How Are You Doing?

• How did you get started?• Are you happy with your portfolio’s

performance? Why?• Are you holding onto an investment

whose performance has surprised you?

• What investment lessons have you learned so far?

Invest It Forward™

“Everybody talks about the weather, but nobody does anything about it.”

What does the weather have to do with your portfolio’s performance?

Invest It Forward™

The Economic Cycle

Invest It Forward™

IndicatorsEC

ON

OM

Y

Proc

yclic Co

unte

rcyc

lic

Acyclic

Invest It Forward™

US Indicators

Invest It Forward™

Rebalancing

• Do you believe your portfolio is diversified?

• Do you have at least one bond, stock, and mutual fund in your portfolio?

• How does your team decide when to buy, sell, or hold?

Invest It Forward™

Questions

Invest It Forward™

Thank You

Invest It Forward™

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