Using the Portfolio Manager to identify new opportunities - 30 Aug

Track, improve and optimize your portfolio with InvestSMART

By InvestSMART · 9 Jul 2017

By InvestSMART ·
9 Jul 2017 · 2 min read

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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

Register here

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Frequently Asked Questions about this Article…

What is the Portfolio Manager™ and how can it help optimize my investment portfolio?

The Portfolio Manager™ is a free online tool designed to help investors optimize their portfolios by allowing them to add assets, perform a Health Check™, and identify new investment opportunities.

How can I minimize risk and protect my investment portfolio using the Portfolio Manager™?

The Portfolio Manager™ helps minimize risk by providing insights into diversification and appropriate asset allocation, ensuring your portfolio is well-balanced and protected against market volatility.

What is the Health Check™ feature in the Portfolio Manager™?

The Health Check™ feature in the Portfolio Manager™ provides an assessment of your portfolio's current state, helping you identify areas for improvement and potential opportunities to enhance value.

Why is diversification important in investment portfolios?

Diversification is crucial because it spreads risk across different asset classes, reducing the impact of any single investment's poor performance on your overall portfolio.

What are InvestSMART’s Separately Managed Accounts (SMAs) and how can they benefit me?

InvestSMART’s SMAs are professionally managed investment accounts that offer tailored investment strategies, helping investors achieve specific financial goals while benefiting from expert management.

How can I register for the Portfolio Manager™ overview session?

You can register for the Portfolio Manager™ overview session by visiting the InvestSMART website and signing up for the event hosted by Product Specialists Daniel George and Vince Frisina.

What topics are covered in the Portfolio Manager™ overview session?

The session covers how to use the Portfolio Manager™ to optimize your portfolio, minimize risk, the importance of diversification, and an introduction to InvestSMART’s SMAs.

Where can I find more information about InvestSMART's range of investment opportunities?

You can find more information about InvestSMART's investment opportunities by visiting their website, where they provide detailed insights into their various portfolios and services.