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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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