We all know that you can't get good unbiased portfolio advice from a stockbroker these days.
So a lot of people are trying to go it alone with a discount broker.
But without a proper strategy, you are spinning your wheels and going nowhere.
So make an appointment with me for a portfolio evaluation
The biggest investing mistakes that I have noticed in my
clients' portfolios are:
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Too many technology stocks in your portfolio
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Holding on to stocks for too long
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Averaging down
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Not holding some fixed income securities in the portfolio
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Let's rebalance your portfolio and get back to having a winning investment strategy
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