Managing Your Portfolio

Managing Your Portfolio

June 11, 2016

Greg took an avid interest in the stock market, and liked to manage his portfolio himself. But like many of us, he got caught up in day to day life and stopped monitoring things. This resulted in some large losses that might have been avoided.

Managing your investment portfolio has a lot of moving pieces. In this episode Mary Sterk discusses key pieces of strong portfolio management and shares strategies to help avoid common pitfalls that investors commonly make.

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