Webinar: Portfolio Holdings Discussion

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Webinar Recording

Portfolio Holdings Discussion

Webinar presented on Thursday, September 17, 2026

Recording done on Tuesday, September 22, 2026

Watch the Recording

View the Slides

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This webinar was originally presented live on September 17, 2026.  Unfortunately, due to a combination of technical errors by both Zoom and Jim, the webinar didn't record.

Jim re-recorded this on Tuesday, September 22nd.  The topics and slides are the same, while some of the content is slightly different than the live version.

As always, please do not hesitate to reach out with questions.

Invest wisely!

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