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?

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

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

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The Economic Cycle

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IndicatorsEC

ON

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Proc

yclic Co

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lic

Acyclic

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US Indicators

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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?

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Questions

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Thank You

Invest It Forward™