5/6/2023 0 Comments Mportfolio review![]() ![]() The inclusion of any link by Investors Portfolio Services LLC have been provided only as a convenience. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. None of them are photographs of current or former Clients. Images and photographs are included for the sole purpose of visually enhancing the website. Investors Portfolio Services LLC and Fortune Financial Services, Inc. Transactions may only take place where the registered representative is properly registered. Securities are offered through Fortune Financial Services, Inc. Being registered as an investment adviser does not imply a certain level of skill or training. Investing always involves risk and possible loss of capital.Īdvisory services are offered by Investors Portfolio Services LLC an SEC Investment Advisor. Transactions may only take place where the advisor is properly registered. All information and ideas should be discussed in detail with your individual adviser prior to implementation. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. Opinions expressed herein are solely those of Investors Portfolio Services LLC and our editorial staff. ![]() We will help you participate and understand the factors that drive returns under these market conditions.Īll written content on this site is for information purposes only. The pandemic will create winners and losers in both equity and bond markets. A sample document is included in the link below. In addition, it should provide you:Īt the completion of your review, you will receive a document that you can keep to review and work on improvements discussed. Our expert assistance should help you navigate volatility from today’s pandemic and be better financially prepared for future volatility.Ī well-managed portfolio should be invested based on your goals and provide adequate cash-flow for spending needs, adequate accumulation for future spending needs, or some combination of the two. ![]() During times of volatility, it can be difficult to properly evaluate your performance and investment success due to emotion, such as fear of loss. We believe that creating a plan and continuing to monitor it is a key factor in long-term financial success. Evaluate asset location and tax benefits of specific holdings.Bond analysis including duration, credit quality, and yield.Exposure analysis to sector, size, and style.Analyze risk-adjusted performance using your portfolio's historical Sharpe ratio.Risk analysis of portfolio including standard deviation and max drawdown.Compare mutual fund and etf expense ratios to best-in-class competitors.Compare mutual fund holdings performance to their benchmark.Review each stock in your portfolio and provide a buy, sell, hold recommendation based on earnings estimates, current valuation, and sector exposures.We are offering a free review of your portfolio conducted by a CFA Charterholder. ![]()
0 Comments
Leave a Reply. |