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How We Choose Stocks
Mar 4, 2021M j, Y12:00pm EST2021-03-04T17:00:00Zg:ia T1 hourChuck Mattiucci, AIF®, hosts our very own Chief Investment Officer Charlie Smith and Portfolio Specialist Carter Henderson to share how our team decides what stocks we add to our clients' portfolios. They will cover the following topics:
-What are the advantages/ disadvantages of investing in individual stocks?
-What types of stocks or companies does Fort Pitt like to invest in, how do you manage risk when owning a portfolio of stocks?
-What type of research does Fort Pitt Capital Group do when evaluating buying a stock (in-house portfolio mgmt)?
-Are all of the stocks that clients own tracked and if so how and how frequently?
-What drives your decisions to sell stocks?
-Why wouldn’t you invest in mutual funds instead of individual stocks?
-How do dividends factor in to your process for evaluating companies?
-What size portfolio does a client need to have a stock account?
-Can you explain what happened with Game Stop and AMC?