"Scoring" Your Portfolio

Since beginning my career, I always desired to have a portfolio score that showed an investor how well their portfolio performance was doing as compared with what they needed in their life.

Upon leaving the bulge-bracket investment firm scene in 2005 when I co-founded Chapwood Investments, I began working on creating the?Investment Forensics Division?in which the CHIP Score is included.

In today's video, I'll share how you can find your portfolio score via the CHIP Score and encourage you to visit our brief podcast episode?by clicking here.

Summary:

• The Chip Score allows investors to score their portfolio in regard to risk and return. Most importantly, it allows you to score your financial advisor. If you have a score below 50, you really need to consider making major changes.
• Evaluating your portfolio score is crucial for maintaining long-term investment health.
• You can find the CHIP Score for free at chapwoodinvestments.com.

Thank you for reading this week’s “Making Sense with Ed Butowsky” article. To view the rest of Ed’s articles,?you can click here?or you can also check out Ed’s personal website to learn more about him.?

For more information, email Jordan McFarland at?[email protected].

Chapwood Investments, LLC is a SEC Registered Investment Advisory Firm. No mention of a particular security, index, derivative or other instruments in this material constitutes an opinion on suitability of any security. The information and data in this material were obtained from sources deemed reliable. Their accuracy and completeness are not guaranteed. At any given time, principals at Chapwood Investments, LLC may or may not have a financial interest in any or all of the securities or instruments discussed in this material. The guests appearing in material do not receive compensation or provide endorsements or testimonials.?Past performance is not indicative of any future results.

Calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk of loss. Actual results will vary.?We strongly recommend that you seek the advice of a financial services professional before making any type of investment.