Using the Portfolio Manager to identify new opportunities - 30 Aug
Track, improve and optimize your portfolio with InvestSMART
Join our Product Specialists, Daniel George and Vince Frisina, for an overview of how to use our free online Portfolio Manager™.
They will take you through how to add your assets, what the Health Check™ 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
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