Phil

Rate $30
Response 1h

$30/h

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Commerce
Finance

CFA Charterholder with 20+ years experience managing Equity Portfolios can teach you how to analyze stocks and manage a portfolio.

Commerce
Finance

Lesson location

- online

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.

About the lesson

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.

CFA Charterholder with 20+ years experience managing Equity Portfolios can teach you how to analyze stocks and manage a portfolio.

Lesson location

About Phil

About the lesson

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online

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CFA Charterholder with 20+ years experience managing Equity Portfolios can teach you how to analyze stocks and manage a portfolio.

Lesson location

About Phil

About the lesson

Rates

Rate

Pack rates

online

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