Course Module 114: Building a Self-Managed Portfolio
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Course Module 114: Building a Self-Managed Portfolio
How to use the QVI Portfolios template to construct a portfolio or check the quality and value of targeted companies and their common shares on a watchlist.
Summary
Using the QVI research template to construct a portfolio or to check the quality and value of already owned companies or targeted stocks on a watchlist.
Creating a portfolio profile by defining the mission, objectives, and strategies to provide a framework for targeting potential holdings that best fit our investm…