Investor's Toolbox: 8 Metrics for Portfolio Efficiency
Update: 2024-01-11
Description
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 of the 8 Metrics individually, providing insights into the details of each metric and what listeners should be aware of.
Key Topics Discussed:
- The Importance of Having an Objective Means of Evaluating a Portfolio
- The 8 Metrics Broken Down
- Putting the 8 Metrics into Action
Join us back here next week!
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