DIY portfolio review: To rebalance or not?

Discover why and how all investors should evaluate their portfolio, and what actions to take should you determine a change is needed.

Thursday, April 16, 2020
Noon – 1:00 p.m. ET



Evaluating your portfolio and investments is something even the most experienced investors do on a regular basis. Market gains, losses, and volatility can cause your portfolio to become unbalanced and work against your strategy. Join Fidelity’s Heather Knight as she dives into how to approach this often-forgotten aspect of investing.

During the hour-long webinar, we will discuss the following and much more:

  • Evaluating your goals and investment positions
  • Creating a plan of attack — investing ideas, tools, and research
  • Executing on your plan — placing trades, working with an advisor, alternatives to self-managed accounts


NOTE: This webinar will be recorded. Please register to be notified when the recording is available.



Presenter

Heather Knight Heather Knight is the regional brokerage consultant for the southeast region for Fidelity Investments and has been with Fidelity since 2007.


Her primary responsibility is to educate traders and active investors about the tools and services that are provided by Fidelity Investments.


Additionally, Heather conducts educational seminars on topics such as research and options, market mechanics, fundamental and technical trading, and using Fidelity's trading software.


In Heather's twelve years of experience in the Financial Services industry, she has worked with Jefferson Pilot Financial as an annuity retention specialist and then at AG Edwards as a Registered Financial Associate (RFA).


Prior to her current role, Heather worked with and educated Fidelity clients and prospects as an active trader consultant within the New York and New Jersey areas. She was also an equity and options trader for Fidelity's Active Trader Services group where her responsibilities included trading, portfolio oversight, and risk management as she assisted Fidelity's most sophisticated retail traders.

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