Classes:

Do it Yourself Portfolio Management

Learn how to manage your stock portfolio or work with your paid advisor. The course will cover finance basics: income, savings, assets, liabilities, compound interest, and investment options. Additional topics cover risk vs reward, time horizon, and professionals' incentives. Learn how to measure results and what results you should reasonably expect. A range of stock market strategies, from quick and easy to complex, will be presented. Learn how the free-door problem shows the need for strategy and discipline. Learn how do it yourself investors can quickly set up a portfolio strategy that matches market return. Learn beating the market takes a little more time and effort. Lyle Wilkinson has a UH Bachelors in Business Administration and an MBA which led him to managing the USA's largest coffee farm. Lyle now spends his time studying system approaches to the stock market. His book DIY Portfolio Management grew from wanting to help others manage their stock investments. Lyle has applied his technical knowledge to a very complicated field and developed approaches to help each and every individual secure the future.

246W04 Feb 23 - Mar 8 (3 Mon), 6;30 - 8:30 pm, Kahului, Laulima 107

Cost: $55

(Class titles marked with * are approved for state employees by the Hawaii State Department of Human Resources and Development)

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