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Stock Market Strategies - Buy, Sell, or Hold

Learn about portfolio performance, investment lessons, and the impact of the economic cycle on your investments. Get insights on diversification and decision-making in this informative guide.

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Stock Market Strategies - Buy, Sell, or Hold

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  1. Buy, Sell or HoldPresented By:(Insert your Name & Firm Logo Here) FINRA Reviewed, June 17, 2014 The Stock Market Game IIF@sifma.org

  2. How Are You Doing? • How did you get started? • Are you happy with your portfolio’s performance? Why? • Are you holding onto an investment whose performance has surprised you? • What investment lessons have you learned so far?

  3. “Everybody talks about the weather, but nobody does anything about it.” What does the weather have to do with your portfolio’s performance?

  4. The Economic Cycle

  5. ECONOMY Indicators Acyclic Countercyclic Procyclic

  6. US Indicators

  7. Rebalancing • Do you believe your portfolio is diversified? • Do you have at least one bond, stock, and mutual fund in your portfolio? • How does your team decide when to buy, sell, or hold?

  8. Questions

  9. Thank You

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