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Saturday 4 March 2017 8:0 AM
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690 Colorado Boulevard at Seventh Avenue
Denver
Colorado , United States
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Christ Church United Methodist in Denver is one of the top concert destinations in the country, with a wide variety of venues and performances. Fans of all types are able to find a price point they’re comfortable with.

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This class looks at the overall makeup of a portfolio.  We look at what portfolio management is and is not; consider the implications of the total number of holdings, the percentage of each holding in a portfolio, diversification by size of company and different ways of measuring company size, diversification by industry and sector; the effects of adding to, or reducing a single holding on the overall portfolio. We will be utilizing Toolkit 6 and on-line resources to explore the concepts. After a series of examples, we will have a practice session, looking at a portfolio and applying the principles discussed in the examples. Clubs registering three or more members qualify for a discount.  Contact r.futch@rmchapter.org for more information. Minimum number of attendees needed to hold class: 4.

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