動画公開日：2024-02-16 18:52:29
Portfolio Management | Connie Hill, CMT | 2-15-24
Utilizing REITs (an acronym for Real Estate Investment Trusts) as part of a balanced portfolio can assist in developing an income approach in your portfolio. In this session you’ll learn the risks and benefits of REITs as well as different types of REITs. We’ll run a screener to find some REITs and evaluate which ones to add to our class example portfolio.
Daily & weekly routines, allocation models, sector rotation, value, growth, and income investing!? How is a self-directed investor supposed to know where to start and what to do along the way? Join each week and build your confidence as your education coach illustrates how self-directed investors might tailor their own portfolio-management blueprint, no matter the account size.
0923-31BC
Options involve risks and are not suitable for all investors. Please read the Characteristics and Risks of Standardized Options carefully before trading.
Portfolio Management Playlist: https://www.youtube.com/playlist?list=PL8a6s5nq1lPQlPkR3QFLIN5UftVDP2V91
Scripts are for educational purposes only, are not a recommendation, and are not guaranteed for time or accuracy:
http://tos.mx/cBATrOq YTD % Change
http://tos.mx/IbF494e 6 Month
http://tos.mx/msjjnVJ 3 Month
http://tos.mx/DVrCHzs 1 month
Previous sessions:
What Dividend Stocks Did The Class Vote For?: https://youtube.com/playlist?list=PL8a6s5nq1lPQlPkR3QFLIN5UftVDP2V91&si=rhXU-05ZsajHxbq2
3 Important Criteria for Dividend Stocks: https://youtube.com/live/o9d2DDvUwJY
Learn to Quickly Generate a Growth Stock Watch List: https://youtube.com/live/HmBFPY8WZOo
How to Find International Stocks: https://youtu.be/SzGXqN_nW3s
Generating Income Using Stocks: https://youtu.be/uhG3v2EPRBA?si=j0fzC5gKPTG02lMA
Sector Stock Allocation: https://youtu.be/uhG3v2EPRBA?si=j0fzC5gKPTG02lMA
A Simplified Approach Using Value Stocks – Dogs of the Dow: https://youtu.be/OrCOVYykbmI?si=Sj-e5qAPjlCDbcGu
Sector Rotation & Position Sizing: https://youtube.com/live/f2pRYl3hFjY
Identifying an Asset Allocation Model That May Suit You: https://youtu.be/XARBO-14nS8
#SchwabCoaching #TraderTalks #ConnieHill #DividendStocks #DividendPayoutRatio #DividendcoverageRatio #CashFlowPerShare #DividendPayingCompanies #REIT #REITs
