Know When to Sell, Wait, Hold, or Buy / Build a Portfolio for the Future

DOUBLE SESSION

Class 1: Know when Sell, Wait, Hold, or Buy

The Five Levels of Stock Valuation

How many of your stocks languish in the “maybe” zone? Are you sitting on the fence, and doing nothing? Sound familiar? These stocks are the Achilles’ heel of your portfolio.

"Optimal" buy and sell prices are the outcome of the SSG. Often these “optimal” prices don’t convince you to make a buy or sell decision, leaving you in limbo.

Learn the Five Levels of Stock Valuation: “busted,” “under,” “fairly,” “over,” or “hyper-valued.” This is the first step in getting off the fence! Weak company fundamentals make a stock look cheap. Stocks that have had significant price increases, approaching their sell price, possibly should not be sold. Understanding these Five Levels of Stock Valuation may help you make better decisions.

Class 2: Build a Portfolio for the Long-Term Investing in Stocks for 2030

Did you know that long-term investing is really a risk-management technique? Learn the importance of defensive portfolio positioning. At this moment, we are making investing decisions for 2029, not for this year or next! The market will likely be at a new, all-time high by 2029. History shows us that a bear market or recession will be resolved within five years.

Understand how to handle short-term market or economic challenges by learning about historical recessions and bear markets. Hear about the SSG’s past, and why it considers 10 years of history and looks 5 years into the future. Learn about beta and what volatility means in an all-stock portfolio.

Doug will reveal his stock ideas!

Host or Publisher Northeast Ohio Chapter - Better Investing