How to stay alert to dangers for your stock portfolio
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Transcript of How to stay alert to dangers for your stock portfolio
How To Stay AlertShane Leonard, CFA
1. Where are my alerts
2. What type of alerts do I get
3. Do I need to take action?
What we’re going to cover
1. Where are my alerts
2. What type of alerts do I get
3. Do I need to take action?
What we’re going to cover
• Within any stock widget
• At the Alerts page
Where are my alerts
Within any stock widget
At the Alerts page
1. Where are my alerts
2. What type of alerts do I get
3. Do I need to take action?
How to stay alert
Automatic alerts
Types of alerts
Stars
Volume
Price
Recommendation
Target price
1. Where are my alerts
2. What type of alerts do I get
3. Do I need to take action?
How to stay alert
• No
• But revisit your logic for owning any “bad eggs”
• Look at the competitors
• Use the Find Ideas page
Do I need to take action?
How To Stay AlertShane Leonard, CFA