Sunday, March 1, 2020

Using the NEW Portfolio Tracker and LIVE Portfolio Reviews


Using the NEW Portfolio Tracker and LIVE Portfolio Reviews https://youtu.be/NQ-FXo20o8c Get your portfolio spreadsheet here: https://ift.tt/2IaUgA4 [community discount code] and track your portfolio like never before. See the gaps and risks in your investments and make sure you’re on the right path to your goals. It’s been a while since we did a livestream but I wanted to do this one today to highlight the new stock portfolio spreadsheet developed straight from your recommendations. Those of you in the Bow-Tie Nation will remember I asked everyone what they wanted in an investing spreadsheet a few months back. It’s been a long time in the making, sitting with developers and getting the code right, but it’s finally here. I built this stock portfolio tracker with three things in mind. First, I wanted to provide something that would help you see your investments in a totally new way. Most stock trackers only show you the basics of your portfolio. I wanted this one to help show the big picture gaps in your investments like asset classes and stock sectors. I also wanted to help you see that big picture planning for retirement, whether you’re on track to reach your goals and how to get there. Finally, I wanted to create a stock comparison tool that went beyond just the basics and helped you compare stocks against each other and find the best stocks in each sector. I love how this spreadsheet turned out and we’re going to be adding new features to it in the future. I’ve included a special link for a community discount as a thank you for your suggestions. Click through and download your copy of the spreadsheet. You’ll have lifetime access to any updates and new features and will be on your way to the financial future you deserve! https://ift.tt/2IaUgA4 Join the conversation in our private Facebook Group! https://ift.tt/2SL3NCQ Join the Let's Talk Money community on Instagram! https://ift.tt/336QCQl My Investing Recommendations 📈 📊 FREE download - the 5 Sites and Resources I use to invest https://ift.tt/2ZgW3P7 Check out the stock simulator and Get 2 FREE shares of stock worth up to $1000 each when you open a Webull investing account with a $100 deposit! 🤑 https://ift.tt/2M1qRd4 Joseph Hogue, CFA spent nearly a decade as an investment analyst for institutional firms and banks. He now helps people understand their financial lives through debt payoff strategies, investing and ways to save more money. He has appeared on Bloomberg and on sites like CNBC and Morningstar. He holds the Chartered Financial Analyst (CFA) designation and is a veteran of the Marine Corps. Let's Talk Money! with Joseph Hogue, CFA

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