PowerPoint Presentations
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Microsoft PowerPoint® Presentations (download files) Introduction to BetterInvesting Portfolio Manager: (BINC 2009) This PowerPoint will review introductory features to show beginning investors the importance of tracking and managing investments as they begin to purchase stocks and mutual funds. Click here to open the matching PDF file for this PowerPoint presentation. Balancing Taxable and Non Taxable Portfolios: (BINC 2009) This class will review how an investor must consider both taxable accounts with non-taxable accounts to get a true measure of the investor’s overall portfolio allocation in order to identify any rebalancing adjustments consistent with long-term goals. Click here to open the matching PDF file for this PowerPoint presentation. Concentrated Positions—The Elephant in the Room: (BINC 2009) Managing a portfolio around one or more concentrated positions can be a difficult investing task for many investors. Concentrated positions result in one or more securities representing a disproportionate percentage within a portfolio, thus leaving the portfolio with a higher degree of specific risk. Many times, a concentrated position(s) will have a very low tax basis, making an outright sale of the security difficult from a tax perspective. In addition, there are often strong emotional attachments associated with the holding(s). For these reasons, many investors choose to ignore ‘the elephant(s) in the room,’ hoping the rest of their portfolio will perform effectively. This PowerPoint will explain how to manage concentrated positions in a portfolio, the reasons to prevent the buildup, and the steps for rebalancing to improve long term results. Click here to open the matching PDF file for this PowerPoint presentation. Armchair Quarterbacking Your Portfolio: (BINC 2009) Are you effectively managing your portfolio(s) as a general manager does a sports team? If you divide your portfolio into 3 groups or ‘squads’, you may find the process of managing your holdings more easily accomplished. This Microsoft PowerPoint presentation will review how to divide your portfolio into: a practice squad/injured reserve, core starters, and all-stars, and highlight features provided by the Portfolio Manager and Investor’s Toolkit software programs that help to identify when former ‘starters’ are falling onto the injured reserve and may need to be replaced by potential new core players, or when practice players look to have the fundamentals to become all-stars. Click here to open the matching PDF file for this PowerPoint presentation.
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