Ten Easy Steps to Managing Your Self-Directed Portfolio

1.       Set Portfolio Structure

2.       Set Basket Style

3.       Set Basket Strategy

4.       Drop Unwanted Stocks

5.       Add Replacement Stocks

6.       Add Basket ETF's

7.       Sign in to Brokerage Account

8.       Transfer Orders to Brokers Oder Form

9.       Execute Orders

10.   Update Portfolio Holdings

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