Tue 24 Jul 2018 (1:00 PM AEST)
Using the Portfolio Manager to improve your portfolioTrack, improve and optimise your portfolio with InvestSMART
Using the Portfolio Manager to improve your portfolioTue 24 Jul 2018 (1:00 PM - 1:45 PM AEST)
Join our Head of Portfolio Services, Mitchell Sneddon, for a detailed look at how to use our free online Portfolio Manager.
He will take you through how to add your assets, what the HealthCheck™ feature means, and how to identify opportunities to add further value to your portfolio, with a brief look at InvestSMART’s Separately Managed Accounts (SMAs).
Topics covered include:
- How to use Portfolio Manager to help you optimize your portfolio
- How to minimize risk and protect your portfolio
- The importance of diversification and appropriate asset allocation
- What are InvestSMART’s SMAs and how can they help you
- And have your questions answered
Tue 24 Jul 2018 (1:00 PM - 1:45 PM AEST)