Phil's profile and their contact details have been verified by our experts
Phil
- Rate $52
- Response 1h
$52/hr
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This teacher is currently unavailable
- Commerce
- Finance
CFA Charterholder with 20+ years experience managing Equity Portfolios can teach you how to analyze stocks and manage a portfolio.
- Commerce
- Finance
Lesson location
About Phil
I have been managing U.S. equity and ADR portfolios for over 20years. Currently I manage an All Cap Core portfolio as well as a Socially Responsible portfolio.
I tend to be more of a value manager but the process I use can also be adapted for growth minded managers.
I promise to always make efficient use of our time during lessons.
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About the lesson
- Primary
- High School
- NCEA Level 1
- +5
levels :
Primary
High School
NCEA Level 1
NCEA Level 2
NCEA Level 3
Adult education
Masters
Doctorate
- English
All languages in which the lesson is available :
English
I will teach you every step of the process I use to screen and select a portfolio of stocks. We will cover methods of screening, financial statement analysis, portfolio construction and monitoring.
I have been using my stock selection process for over 20 years.
We will have an initial lesson to determine your level of knowledge and experience and then i will use your time efficiently to show you everything you need to manage a portfolio like a professional.
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Rates
Rate
- $52
Pack prices
- 5h: $259
- 10h: $518
online
- $52/h
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