Events

Loading Events
  • This event has passed.
- Webinar Recording

How to audit your portfolio after reporting season

September 26, 2017 @ 12:30 pm - 1:30 pm AEDT

  • Presented by:
  • Jason Bartolo
  • Elio D’Amato

Event Navigation

With most companies’ numbers now reported, you should be deep inside your stock holdings, removing those that didn’t make the grade and adding on those with bright prospects.

So, where do you start? And how do you know which stocks should stay and which ones need to go?

View this webinar to find out how to audit your portfolio after reporting season and position your portfolio for success; from Lincoln Executive Director and media commentator, Elio D’Amato.

Elio will be joined by Jason Bartolo, who has educated thousands of Australians on building successful investment strategies using Australia’s premier DIY share market investing platform – Stock Doctor.

Webinar Presenters…


Jason Bartolo Profile

Jason Bartolo
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 D'Amato Profile

Elio D'Amato
Executive Director

Elio joined us back in 2003 as an equities analyst. He’s now our Director of Research and Education and heads up the Stock Doctor Research team. Elio 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.

Date:
September 26, 2017
Time:
12:30 pm - 1:30 pm AEDT
Hover over to see the local time of the session
Presenters
Jason Bartolo
Elio D’Amato
audit-portfolio

View recording