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Portfolio Management - Core Class III (Mercer Island, May 2013)

Puget Sound Chapter - BetterInvesting

Saturday, May 18, 2013 from 9:00 AM to 2:30 PM (PDT)

Portfolio Management - Core Class III (Mercer Island,...

Ticket Information

Ticket Type Sales End Price Fee Quantity
Portfolio Mgt - Core Class III, Mercer Island, BI Members   more info Ended $25.00 $0.00
Portfolio Mgt - Core Class III, Mercer Island, Non BI Member   more info Ended $40.00 $0.00

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Event Details

Class Descriptions

Investing in stocks can be easy!  
Now you have taken the first two steps with the Stock Selection Guide (SSG) class and the SSG judgment class.  You own some stocks.  Now what?  Portfolio Management!

From a one-stock-at-a time approach, learn to put it all together in a portfolio.    Learn how to see the big picture and to view your portfolio as a package.   Don’t just buy and forget!  Learn key concepts about diversification, quality, and the real test—when to sell!

Learn the meaning of terms like diversity, quality, and value.  Learn to build and MAINTAIN your own portfolio to increase your personal wealth!

The only pre-requisites are the SSG class and the SSG Judgment class. All ages (teen and up) welcome.  Just bring your questions for five hours of detailed instruction in a supportive, small class atmosphere.

Class Locations

Mercer Island Community Center Building - 8236 SE 24th St., Mercer Island I-90 Eastbound (from Seattle) take exit #7A, 77th Ave SE. Turn left across the freeway. At stop sign turn right onto North Mercer Way. Go one long block to the stop light. Go straight through the stop light. Turn left onto 81st Ave SE. Turn right onto SE 24th Street. The Community Center is two blocks up on your left. 

 Class Schedules

  • Saturday, 5/18/2013, 9:00am - 2:30pm (PT)
  • Room is open at 8:50am (Check with reception desk for correct room)
  • 30 minutes is typically allocated for lunch - we encourage a sack lunch.



Advanced Registration and Payment Required

Class Information Hotline:  (206)935-0861

Please select the classes you wish to attend.  We cannot take phone reservations.  Payment must be received prior to attending the class.

Please  register  early  as  sometimes we experience full enrollment and space can be limited.  Note a minimum of 6 people must be registered 15 days prior to a class or it will be cancelled.   

If you want to take your chances showing up to register at the door, you may. BUT, handout materials may not be available for walk-in students . Also, classes may be cancelled if there is insufficient enrollment to cover room and printing costs.  If you are not pre-registered, the Registrar will be unable to notify you of class schedule changes or cancellations; you may wish to call the hotline to confirm.

If you are unable to attend a class for which you are registered, please call the Hotline (206)935-0861 at least 24 hours prior to that session and we will attempt to reschedule.

Have questions about Portfolio Management - Core Class III (Mercer Island, May 2013)? Contact Puget Sound Chapter - BetterInvesting

When & Where

Mercer Island Community Center
8236 Southeast 24th Street
Mercer Island, WA 98040

Saturday, May 18, 2013 from 9:00 AM to 2:30 PM (PDT)

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Puget Sound Chapter - BetterInvesting

Covering Western Washington and the Puget Sound Region, the Puget Sound Chapter of BetterInvesting is an active group of volunteers serving nearly 200 investment clubs and over 2,000 individual club members in the Pacific Northwest. The Puget Sound Chapter provides free seminars on BetterInvesting for Individuals as well as How to Start Your Own Investment Club. Chapter Board Members are also available to visit clubs on a volunteer basis to provide support and information about BetterInvesting investment principles and other topics. Our educational seminars are provided throughout the year on stock analysis and club accounting.

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Portfolio Management - Core Class III (Mercer Island, May 2013)
Mercer Island, WA Events Class

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