Portfolio Review & ESG Sample Additions | Active Portfolio Management

1 Views
Published
Active Portfolio Management | 1-7-22
Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document.https://bit.ly/2v9tH6D

Within this discussion, we reviewed the current trend of the S&P 500 index chart and observed long-term declines . In addition, we reviewed our existing portfolio, highlighting our existing sample stock positions. We also reviewed growth & value concepts, which were discussed this week in the "Growth and Value Strategies" webcast on Wednesday. We then added a couple sample ESG trade examples to the paper portfolio based on these concepts.

#TDAmeritrade #InvestorInsights #MikeFairbourn
Category
Management
Be the first to comment