Investor's Toolbox: 8 Metrics for Portfolio Efficiency

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Wealth Transparency with Ed Butowsky

Ed Butowsky

25 episodes

1 month ago

test https://www.youtube.com/@MakingSensewithEdButowsky Chapwood Investments, LLC, is a partner of Ethos Financial Group, LLC, a Securities and Exchange Commission registered investment advisor. No mention, opinion, or omission of a particular security, index, derivative, or other instrument in this webcast or video constitutes an opinion on suitability of any security. Past performance is not indicative of any future results. Send us a text Support the show

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Investing

Business

Investor's Toolbox: 8 Metrics for Portfolio Efficiency

Wealth Transparency with Ed Butowsky

24 minutes

1 year ago

Investor's Toolbox: 8 Metrics for Portfolio Efficiency

In 2005, Ed Butowsky developed the 8 Metrics, a tool designed to gauge an investor's portfolio efficiency. This involves analyzing eight crucial data points and presenting a clear, understandable score for non-professional investors. Having managed high net worth portfolios at Morgan Stanley for nearly two decades, Ed recognized the significance of imparting essential portfolio knowledge in an easily understandable manner to individuals. In this podcast, Ed and Jordan McFarland explore each...