How to Turn Around a $700K Portfolio

At this roundtable, we review a $700K portfolio from one of our viewers. 'R' is in his late 30s, a homeowner, and married with a kid. How well is his portfolio doing for him? What strategies could he use to improve his financial position further? We analyse each holding and discuss if he should hold, cut his losses, and recycle his capital into higher quality stocks. All this and more in our latest episode!

Please note that this information does not constitute financial, investment or any other form of advice, and is for educational purposes only.

00:00 Intro
02:30 Sell
09:19 Alpha Quadrant
10:18 Portfolio review
25:41 Yield accretion
29:00 Price
32:13 Rate my portfolio

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