Get A Health Check On Your Portfolio Shane Leonard, CFA

1. How do I add my portfolio

2. Where is the health check

3. Do I need to take action?

What we’re going to cover

1. How do I add my portfolio

2. Where is the health check

3. Do I need to take action?

What we’re going to cover

• From Search

• From any stock page

• On the Watchlist page

How do I add my portfolio

From search

From any stock page

From any stock page

1. How do I add my portfolio

2. Where is the health check

3. Do I need to take action?

Get a health check on your portfolio

• Could your stocks go down in the short term?

• Does Wall Street like your stocks?

• What is the long-term forecast?

Where is the health check

Any low star ratings

Could it go down? What’s the recommendation?

What is the long-term forecast?

1. How do I add my portfolio

2. Where is the health check

3. Do I need to take action?

Get a health check on your portfolio

• No

• But revisit your logic for owning any “bad eggs”

• Look at the competitors

• Use the Find Ideas page

Do I need to take action?

Get A Health Check On Your Portfolio Shane Leonard, CFA