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Is Your Portfolio Broken? How Do You Know if Your Portfolio Is Truly Efficient?

People often ask, “How do I know if my portfolio working?” What many investors may not realize is that an inefficient portfolio can cost you a sizeable portion of your hard-earned money and returns. Even if your portfolio grew substantially, how do you know if your portfolio grew to its maximum potential?

How do you know if you your returns are being lost or thwarted through unnecessarily high fees?

How do you know if you are truly diversified? Or how do you know if your getting market rates of return?

How do you know if your risk verses reward is scientifically efficient? Or if you are taking more risk than your willing?

Do you know with reasonable certainty what your worst-case scenario may look like?

Our “Portfolio MRI” analysis can help answer these questions and give you insight into what is going on behind the scenes of your existing investment portfolios.

Wouldn’t you like to know whether your portfolio is efficient and getting a market rate of return? Do you have a way to compare the returns you have achieved to what the global marketplace has offered in the last 10, 20, 30, or 40 years? With the help of academics from notable institutions like the University of Chicago, Princeton, Dartmouth, and Yale, we do. You see the data has been tracked for many decades; unfortunately, it is rarely used to educate people about the realities of the greatest wealth creation tool known to mankind, the stock market. Why not you? Why not now? Take charge of your financial future and learn about the “The Portfolio MRI”. Check out “The Portfolio MRI” video below.