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Phil
- Rate Ksh. 3,884
- Response 1h
Ksh. 3,884/hr
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- Commerce
- Finance
CFA Charterholder with 20+ years experience managing Equity Portfolios can teach you how to analyze stocks and manage a portfolio.
- Commerce
- Finance
Lesson location
About Phil
I have been managing U.S. equity and ADR portfolios for over 20years. Currently I manage an All Cap Core portfolio as well as a Socially Responsible portfolio.
I tend to be more of a value manager but the process I use can also be adapted for growth minded managers.
I promise to always make efficient use of our time during lessons.
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About the lesson
- Lower Primary
- Upper Primary
- Lower Secondary
- +8
levels :
Lower Primary
Upper Primary
Lower Secondary
Senior School
Tertiary
University
Adult Education
Masters
Doctorate
MBA
Pre-Primary
- English
All languages in which the lesson is available :
English
I will teach you every step of the process I use to screen and select a portfolio of stocks. We will cover methods of screening, financial statement analysis, portfolio construction and monitoring.
I have been using my stock selection process for over 20 years.
We will have an initial lesson to determine your level of knowledge and experience and then i will use your time efficiently to show you everything you need to manage a portfolio like a professional.
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Rates
Rate
- Ksh. 3,884
Pack prices
- 5h: Ksh. 19,418
- 10h: Ksh. 38,835
online
- Ksh. 3,884/h
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