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"Put Your Investment Plan Into Action" to achieve your goal of becoming Wealthy

  • Aug 13, 2014 · 6:00 PM
  • This location is shown only to members

At this meetup, a certified CMT will present and explore details about:

• The tools and information that may help make your portfolio perform better.

• If you are already an experienced investor? You’ll discover additional diversification strategies and find out how to identify concentrated positions and other pitfalls—and how to eliminate them.

This presentation will discuss diversification, identification of concentrated positions, and for people who already understand asset allocation as an investment strategy. highlight fundamental evaluation and analysis  for trading.

* Limited seating, so sign up early!


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  • Chris D.

    Where in the library are we meeting?

    August 13, 2014

  • James

    everytime! I'm going to make this one day. Sorry, I ended up having to travel for work.

    August 9, 2014

  • Joan

    Hello All:

    Thank you for attending the workshop last night. Now that we know about preserving capital, we need to learn time tested methods for diversification strategies, how to identify concentrated positions and fundamental evaluation and analysis for trading of stocks.

    Sign up for the nest meeting on Wednesday August 13 (2nd Wednesday of the Month) at the Upper Merion Township Library, King of Prussia, PA.

    * Limited seating is available, so sign up early!

    July 10, 2014

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