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Investment Analysis: Take a Close Look at What Your Investments are Doing

August 31 @ 6:30 pm - 8:00 pm

$19

This course is designed to give you the knowledge and tools to perform a proper investment analysis on your portfolio.  You will learn to evaluate your portfolio using widely available tools in the following manner:
Fund Analysis: Are your funds above or below average? The difference could be BIG money!
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  • Bond Analysis
    • Are there mortgage-backed securities in your portfolio?
    • What is the effective maturity? The effective duration?
  • Fees
    • Are you paying 12(b)1 fees (marketing and distribution expenses)?
    • Are you paying loads?
    • What is a fair price you should be paying?
  • Asset Allocation
    • Why is this your most important decision?
    • How many asset classes should you be utilizing?
  • Diversification: The importance and value of diversification
  • Rebalancing: Learn why the professionals feed off volatility

Handouts will include the following:

  • Building Better Portfolios
  • The Efficient Frontier
  • Callan Periodic Table of Investment Returns

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Details

Date:
August 31
Time:
6:30 pm - 8:00 pm
Cost:
$19
Website:
https://informal.utexas.edu/classes/investment-analysis-take-close-look-what-your-investments-are-doing

Organizer

Austin First Financial

Venue

University of Texas Thompson Conference Center, Room. 1.126
2405 Robert Dedman Dr
Austin, TX 78712 United States
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