Capturing Profitable Trends and Protecting Capital

October 30, 2019

In this video a wealth of practical knowledge is shared by Louis Llanes, founder of Wealthnet Investments. He discusses wisdom gained from decades of experience, research and studying the markets. Here his thoughts about capturing trends in strong stocks and protecting capital. Louis discusses the three main levels of risk management used at Wealthnet Investments - the portfolio, group, and individual security levels. He also details the 3 types of portfolio level risk metrics to watch, the 2 most important things to watch in order to properly group investments to manage risk, and how risk budgets are used for individual opportunities. For more information, or to have a discussion with us, we invite you to our website, click on the "Request a Meeting" button to have an informal discussion about your questions and needs.