Investors should analyze their portfolios at least once a year. If you just "bottom line" your portfolio or compare its performance to the S&P 500 Index, you are likely missing key components that drive outcomes. Join us and find out how professionals deconstruct, analyze, monitor, and benchmark investment portfolios—including 401ks, retirement portfolios, mutual funds, ETFs, stocks, and global portfolios. An investment portfolio analysis is the best way to optimize performance and outcomes and avoid major problems. It also often results in higher returns and lower risks. In other words, it improves the odds of your investment success which can be especially important during these uncertain times. 

Learning Objectives:

• Determine if your portfolio meets the objectives you've set for the portfolio, such as risk, inflation, and performance


• Define ways to measure the sensitivity of your portfolio to events unfolding in the economy and markets 


• List how portfolio analysis works to help identify strengths and weaknesses 


• State the importance of identifying duplicity and overlap 


• Identify how to uncover and compare fees and expenses


• Recognize the importance of benchmarking to correct indices and peer groups


• Conclude that investing is not a game but a chance if you follow prudent portfolio management