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Phil
- Rate $42
- Response 1h
$42/h
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- Business
- Finance
CFA Charterholder with 20+ years experience managing Equity Portfolios can teach you how to analyze stocks and manage a portfolio.
- Business
- Finance
Lesson location
About Phil
I have been managing U.S. equity and ADR portfolios for over 20years. Currently I manage an All Cap Core portfolio as well as a Socially Responsible portfolio.
I tend to be more of a value manager but the process I use can also be adapted for growth minded managers.
I promise to always make efficient use of our time during lessons.
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About the lesson
- Elementary School
- Middle School
- High School
- +9
levels :
Elementary School
Middle School
High School
Première
Terminale
College
University
Adult Education
Masters/ Graduate School
Doctorate
MBA
Early childhood education
- English
All languages in which the lesson is available :
English
I will teach you every step of the process I use to screen and select a portfolio of stocks. We will cover methods of screening, financial statement analysis, portfolio construction and monitoring.
I have been using my stock selection process for over 20 years.
We will have an initial lesson to determine your level of knowledge and experience and then i will use your time efficiently to show you everything you need to manage a portfolio like a professional.
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Rates
Rate
- $42
Pack rates
- 5 h: $210
- 10 h: $420
online
- $42/h
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