Webinar #26: Strategy Update & Portfolio Review
Author : natalia-silvester | Published Date : 2025-05-28
Description: Webinar 26 Strategy Update Portfolio Review Thursday August 16th 2018 Presenter Tom Essaye Disclaimer The information contained in the Sevens Report or this Presentation is not necessarily complete and its accuracy is not guaranteed
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Transcript:Webinar #26: Strategy Update & Portfolio Review:
Webinar #26: Strategy Update & Portfolio Review Thursday August 16th, 2018 Presenter: Tom Essaye Disclaimer The information contained in the Sevens Report or this Presentation is not necessarily complete and its accuracy is not guaranteed. Neither the information contained in this presentation or any opinion expressed in it constitutes a solicitation for the purchase of any future or security referred to in the presentation. This presentation is strictly an informational publication and does not provide individual, customized investment or trading advice to its subscribers or listeners. LISTENERS SHOULD VERIFY ALL CLAIMS AND COMPLETE THEIR OWN RESEARCH AND CONSULT A REGISTERED FINANCIAL PROFESSIONAL BEFORE INVESTING IN ANY INVESTMENTS MENTIONED IN THE PUBLICATION. INVESTING IN SECURITIES, OPTIONS AND FUTURES IS SPECULATIVE AND CARRIES A HIGH DEGREE OF RISK, AND SUBSCRIBERS MAY LOSE MONEY TRADING AND INVESTING IN SUCH INVESTMENTS. Alpha Recap Goals of Sevens Report Alpha To ensure you always have a well researched, compelling ETF or investment idea should you be asked “What’s Your Best Idea?” Provide unique ETF and stock investment ideas that help clients outperform. Offer a “buffet” of ideas: Some thematic, some aggressive, some low correlation to stocks and low volatility. To present each idea as a compelling story – so that even if the client doesn’t transact the idea, he or she still comes away impressed. I feel as though we have accomplished those goals so far and we are committed to continuing to work to provide maximum value. We’ve included a link to the each original Alpha issue in the presentation so you can easily click and review the original thesis. Strategy Review Strategy Review Strategy Review Strategy Review Strategy Review Strategy Review
