“Most investors don’t need more information, they need clarity."

Former Investment Banker shares Common Portfolio Pitfalls to watch for

Discover our systematic approach to evaluating portfolio health

Felix Prehn, sharing insights from his experience in investment banking and investing

In This Session, We’ll Walk Through:

In This Session, We’ll Walk Through:

  • A risk analysis method I learned during my investment banking days
  • ​A common planning mistake that may impact retirement timelines
  • ​The hidden blind spots that keep investors second-guessing themselves
  • ​Why these issues often go unnoticed
  • Key elements of portfolio construction & considerations for evaluating your own
The content in this video is for informational and educational purposes only. It does not constitute and should not be construed as financial or investment advice or an offer to purchase or sell securities. The content is not personalized or tailored to a specific person or group of persons, nor to their personal investment or financial needs. You should consult a financial adviser or other investment professional authorized to provide investment advice. Investing comes with risks, including the risk of loss. Presentations of trades made by Felix Prehn or its personnel are not a guarantee that any investment decision made by a student will be successful. Past performance is not a guarantee of future performance.

Some of the accounts we highlight from time to time are our top performing accounts and the results shown are not typical. Trades shown may be from simulated trading or live trading accounts.

CFTC RULE 4.41 – HYPOTHETICAL OR SIMULATED PERFORMANCE RESULTS HAVE CERTAIN LIMITATIONS. UNLIKE AN ACTUAL PERFORMANCE RECORD, SIMULATED RESULTS DO NOT REPRESENT ACTUAL TRADING. ALSO, SINCE THE TRADES HAVE NOT BEEN EXECUTED, THE RESULTS MAY HAVE UNDER-OR-OVER COMPENSATED FOR THE IMPACT, IF ANY, OF CERTAIN MARKET FACTORS, SUCH AS LACK OF LIQUIDITY. SIMULATED TRADING PROGRAMS IN GENERAL ARE ALSO SUBJECT TO THE FACT THAT THEY ARE DESIGNED WITH THE BENEFIT OF HINDSIGHT. NO REPRESENTATION IS BEING MADE THAT ANY ACCOUNT WILL OR IS LIKELY TO ACHIEVE PROFIT OR LOSSES SIMILAR TO THOSE SHOWN.
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