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Money Management

QuestionsCategory: QuestionsMoney Management
Douglas Shrieve asked 9 months ago

Hi Pat,
Thank you for helping me and countless people manage opportunities and risk.  I have been a student of William O'Neil's for 20 years and attended CANSLIM classes with him and David Ryan in Santa Monica.  Mission Winners is a great custodian of principles and lessons learned. 
The success I am having in stocks is on a personal end.  In increasing measure, I am applying tactics to money management for our RIA.  The RIA has been using combinations of ETFs and money markets.  Decisions have been centered around the 50 day and 200 day. 
Pat, would you be willing to share with me your investment style for your clients that you used to manage?  Specifically, did you stick to a handful of funds?  Would you share how you did it?  Your example could really help.  
Thank you in advance,

1 Answers
Avatar photoOwen Staff answered 9 months ago
Hi Doug, Pat made this video for you...