If you manage your own superannuation and/or your family’s wealth, you know that proactively reviewing your share portfolio is an essential element of long-term success. You need to constantly make decisions on the quality of your portfolio, especially during reporting season, when timeliness is paramount.
With reporting season coming to an end at the time of this webinar, you need to know: which stocks should you continue to hold; which ones should you fold; and, which stocks should you be considering right now?
During this webinar recording, Elio D’Amato (Executive Director) and Jason Bartolo (Senior Business Development Manager) show attendees why we think Stock Doctor is an essential aide for investors looking to successfully leverage the upcoming reporting season.
During this webinar, you may learn:
• How the market is positioned as we approach the end of the reporting season
• Which stocks made the grade and which missed
• How Stock Doctor’s advanced tools help you make informed and timely investment decisions
• Why Stock Doctor is the choice of Australia’s most successful investors, especially during reporting season
Senior Business Development Manager - Stock Doctor
Jason joined the Lincoln team in early 2012 to lead the sales and distribution channels to the retail and corporate markets. He is the conduit between our SMSF trustees, Financial Planners and Association Groups in successfully integrating our research into their strategies and processes. His experience involves on boarding of both the self-managed and managed fund investor. Jason hosts a monthly information webinar introducing new clients to our history, methodology and high conviction approach to the markets.
Elio joined us back in 2003 as an equities analyst. He’s now our Executive Director, media commentator and delivers our education workshops for investors, offering a wealth of industry knowledge. Known in the industry for his expertise, he has regular media appearances with ABC TV, ABC Radio, Sky Business Channel, Smart Investor, Australian Financial Review, ASX and more.