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Event name:

Portfolio Management

When

Wed 10 / 09 / 2019 from 3:00 PM to 5:00 PM
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Where

Valverde Common House, 405 Valverde Commons Dr, Taos, NM 87571

Price

FREE

Organizer:

Walter (Wally) Cox
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TENT has an opportunity to offer an 8-week Investment Management course this fall for those who make their own investment decisions as well as those who work with an advisor.  Starting the week of Sept. 9  and finishing the week of Oct 21.  Participants would meet for a two-hour session each week (time and day to be determined) and complete assigned “homework” as part of the course.

Bob Aubrecht will Offer a series of classes covering Portfolio Management for Individual Investors

Bob Spent 30 years  as an investment manager. He has done similar series for a wide range of Individuals, families and institutional  inverstors.
 
The course is free to the TENT community
 
The series is not a sales pitch or an exercise in stock selection or an approach to market timing strategies. It is a top down approach to the basics of investment management, focusing on the reward vs risk decisions that are necessary for successful portfolio management.
 
The syllabus for the series is as follows:
  1. Saving and investing - the basics
  2. The 'bucket' approach to investment portfolios
  3. Investment objectives and investment policy statements
  4. Intriduction to asset allocation
  5. Asset classes
  6. Creating investment portfolios
  7. Monitoring investment performance and re-balancing portfolios
  8. Conclusion and wrap-up issues

If you have any questions about the series before deciding to register, please contact Bob Aubrecht at 575/758-9675 or email aubrecht@taosnet.com

 

 

 

If you are interested in attending let us know soon as this class is limited to 20
 
Call the office 575/224-6335  or email TaosElders@gmail.com to sign up.
 
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