How to stay alert to dangers for your stock portfolio
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Transcript of How to stay alert to dangers for your stock portfolio
![Page 1: How to stay alert to dangers for your stock portfolio](https://reader035.fdocuments.us/reader035/viewer/2022081816/559ad62c1a28abf8078b4765/html5/thumbnails/1.jpg)
How To Stay AlertShane Leonard, CFA
![Page 2: How to stay alert to dangers for your stock portfolio](https://reader035.fdocuments.us/reader035/viewer/2022081816/559ad62c1a28abf8078b4765/html5/thumbnails/2.jpg)
1. Where are my alerts
2. What type of alerts do I get
3. Do I need to take action?
What we’re going to cover
![Page 3: How to stay alert to dangers for your stock portfolio](https://reader035.fdocuments.us/reader035/viewer/2022081816/559ad62c1a28abf8078b4765/html5/thumbnails/3.jpg)
1. Where are my alerts
2. What type of alerts do I get
3. Do I need to take action?
What we’re going to cover
![Page 4: How to stay alert to dangers for your stock portfolio](https://reader035.fdocuments.us/reader035/viewer/2022081816/559ad62c1a28abf8078b4765/html5/thumbnails/4.jpg)
• Within any stock widget
• At the Alerts page
Where are my alerts
![Page 5: How to stay alert to dangers for your stock portfolio](https://reader035.fdocuments.us/reader035/viewer/2022081816/559ad62c1a28abf8078b4765/html5/thumbnails/5.jpg)
Within any stock widget
![Page 6: How to stay alert to dangers for your stock portfolio](https://reader035.fdocuments.us/reader035/viewer/2022081816/559ad62c1a28abf8078b4765/html5/thumbnails/6.jpg)
At the Alerts page
![Page 7: How to stay alert to dangers for your stock portfolio](https://reader035.fdocuments.us/reader035/viewer/2022081816/559ad62c1a28abf8078b4765/html5/thumbnails/7.jpg)
1. Where are my alerts
2. What type of alerts do I get
3. Do I need to take action?
How to stay alert
![Page 8: How to stay alert to dangers for your stock portfolio](https://reader035.fdocuments.us/reader035/viewer/2022081816/559ad62c1a28abf8078b4765/html5/thumbnails/8.jpg)
Automatic alerts
Types of alerts
Stars
Volume
Price
Recommendation
Target price
![Page 9: How to stay alert to dangers for your stock portfolio](https://reader035.fdocuments.us/reader035/viewer/2022081816/559ad62c1a28abf8078b4765/html5/thumbnails/9.jpg)
1. Where are my alerts
2. What type of alerts do I get
3. Do I need to take action?
How to stay alert
![Page 10: How to stay alert to dangers for your stock portfolio](https://reader035.fdocuments.us/reader035/viewer/2022081816/559ad62c1a28abf8078b4765/html5/thumbnails/10.jpg)
• No
• But revisit your logic for owning any “bad eggs”
• Look at the competitors
• Use the Find Ideas page
Do I need to take action?
![Page 11: How to stay alert to dangers for your stock portfolio](https://reader035.fdocuments.us/reader035/viewer/2022081816/559ad62c1a28abf8078b4765/html5/thumbnails/11.jpg)
How To Stay AlertShane Leonard, CFA