DIY Investing on Clubhouse

Description

This isn't about finding the next hot stock. It's about discussing the key metrics and concepts to consider - to be able to select the top performing stocks and funds that are most likely to continue to outperform the market, providing higher returns with less volatility.

Here are some topics we cover in our rooms:
• Top 5 performance metrics for finding the right stocks
• Top 4 financial metrics for finding the right stocks
• Significance of Analysts Recommendations on a stock's price
• Significance of Institutional Holdings on a stock's price
• The Direct Indexing approach versus Passive Index investing
• Once I find a good stock, when is the right time to enter a position?
• The key macro events to consider when investing
• Risk-On versus Risk-Off environments and what to do when this changes
• Identifying your true risk tolerance and risk capacity
• Creating your Investor Profile
• A strategy for making sure you never run out of money when retired
• Should annuities be a part of my plan?
• Risk versus Volatility and the role of Diversification/Asset Allocation.