Session Date
Lesson Topic
Sector Weighting / Portfolio Management
Lesson Outline
We worked on identifying the sector for all of Ayden's current stock holdings and determining the percentage weight of each position. We also used the Excel spreadsheet to calculate and track the overall sector weights in his portfolio.
Session Minutes
60
Minutes Student Attended
60
Lesson Comments
Ayden was engaged and made all of the modifications and additions to the spreadsheet today. He has been enjoying the process including analysis of his stock holdings.
Session Hours
1.00
Hours Attended
1.00
Entry Status
Review Status
Student Name(s)
Subject
School