Downsizing and Managing an Investment Portfolio


We’re questioned all the time at investment conferences and directly from our TradeSmith members how to go about downsizing a portfolio with too many stocks and knowing what the best number of stocks to own might be. In this educational webinar, we’ll walk you through a process to help you make the tough decisions on knowing what to own and what to potentially sell. We’ll also talk about the “best” number of stocks you should own and answer your questions about changes you might want to consider.