Strategic Investor Program
Includes Unlimited Access To:
- Strategic Investor Course (on location and on line)
- Strategic Investor XLT
- Strategic Investor Model Portfolio
Also for a limited time you will receive a Signature Series with Companion Sessions
Prime Your PortfolioThis 3-day program is specifically designed to teach the skill of value investing and portfolio building. Please note: A pre-requisite to Prime Your Portfolio required either Strategic Investor or Core Strategy completion.
This course will cover:
- The fundamentals of a company and how to read and interpret financial statements
- How to determine a company’s true “intrinsic” value and qualitatively assess management
- Portfolio building for long-term growth
- Back-testing allocations and determining the characteristics of low-risk compositions
- How to carefully use leverage
Note: Prerequisite requirement - You must complete the Strategic Investor before you can attend the Signature Series. Please understand you may not attend the Signature Series until you take the Strategic Investor Course.