Investor's Toolbox: 8 Metrics for Portfolio Efficiency

from Wealth Transparency with Ed Butowsky · host Jordan McFarland

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 PortfolioThe 8 Metrics Broken DownPutting the 8 Metrics into ActionJoin us back here next week!Send us Fan Mail Support the show

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This episode was published on January 11, 2024.

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