Skip to content

Session 5: Portfolio Tracking for Enhanced Performance

Photo of Tony Gale
Hosted By
Tony G.
Session 5:  Portfolio Tracking for Enhanced Performance

Details

I see there are a number of people who have signed up recently so welcome to those. Great seeing some of you at the Happy Hour event. Good to also see some of you pursuing some opportunities out of these discussions.
Not sure how attendance will go for next event given summer, but I am going to schedule Virtual Session 5 for July 26 at 8pm. As always I will record for those who can't make it. There seems to be an extra audience here given I have heard from many who have seen sessions this way.
The topic will be Portfolio Tracking for Enhanced Performance. Those that are currently clients who work with me in this capacity will recognize the Workbook I develop for clients. Even this group may find this discussion useful as I will spend some time and discuss in some detail how I use it to drive better investment decisions.
Here is link for Zoom Session
Tony Gale is inviting you to a scheduled Zoom meeting.
Topic: Session 5:Portfolio Tracking for Enhanced Performance
Time: Jul 26, 2023 08:00 PM Atlantic Time (Canada)

Join Zoom Meeting
https://us02web.zoom.us/j/86007225956?pwd=VnlVVmZrUHRGQVUraVpEeUhONEJXZz09

Meeting ID: 858 5906 7256
Passcode: 950861

Hope to see you there.

Photo of Self-Directed Investing/Private Investor Meetup Group group
Self-Directed Investing/Private Investor Meetup Group
See more events
Needs a location