Identifying an Asset Allocation Model That May Suits You | Portfolio Management

Portfolio Management | Connie Hill, CMT | 11-16-23

In this session, you will learn some criteria that might be used to identify stocks you might like to keep in your portfolio that pay dividends. We discuss asset allocation models and encourage you to identify what model you are attempting to create for yourself. We discuss the Dividend Champions list of stocks which have increased their dividend at least 25 years. This watch list is not considered a recommendation.

Daily & weekly routines, allocation models, sector rotation, value, growth, and income investing!? How is a self-directed investor supposed to know where to start and what to do along the way? Join each week and build your confidence as your education coach illustrates how self-directed investors might tailor their own portfolio-management blueprint, no matter the account size.
0923-31BC

Options involve risks and are not suitable for all investors. Please read the Characteristics and Risks of Standardized Options carefully before trading.

Class scripts: Not guaranteed as to accuracy and timing.

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