Stockup ™ Takes the guesswork out of Buy, Sell, and Hold! A Technical Presentation…...
Buy, Sell, or Hold
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Transcript of Buy, Sell, or Hold
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
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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?
Invest It Forward™
Questions
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Thank You
Invest It Forward™