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5 Support Videos for the Excel Stock Portfolio Spreadsheet [VIDEO]

Skeptical about what information to include in your stock portfolio spreadsheet? Portfolio headers – video transcript So, what information do you want to capture when you’re creating a stock portfolio spreadsheet in Excel or Sheets? I like to capture the name and symbol, of course, to identify the investment. The …

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Make Money in Stocks: Big Gains & Financial Security

Investors make money in stocks through capital gains (change in share price) or dividends. Money can be made quickly or slowly. It can also be lost. Most stocks are purchased through a brokerage (e.g. Charles Schwab, Fidelity Investments, TD Ameritrade). The simplicity of buying/selling and the potential for big returns …

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Why Long-Term Planning Is Important to Business and Investors

“What are the benefits of a long-term strategy?” All things being equal, buying and holding is easier than frequent trading. If you decide to buy and hold for the long-term, then you want to invest in a company with a long-term outlook. This will ensure that they are operating on …

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