As an individual investor managing your own portfolio, it’s easy to feel overmatched compared to massive mutual funds and hedge funds with endless resources and insider access. However, with the right workflow and effective use of technology, you can level the playing field and maximize your chances of success.
In a presentation titled “One Man vs. The World: Workflow Management for Investors”, the speaker provides practical tips for how solo investors can refine their process and compete against much larger firms. The key is to focus your efforts in areas where individuals have inherent advantages.
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