SCORE Your Portfolio: CHIP Score

Episode 24 of the Wealth Transparency with Ed Butowsky podcast, hosted by Jordan McFarland, titled "SCORE Your Portfolio: CHIP Score" was published on June 21, 2024 and runs 12 minutes.

June 21, 2024 ·12m · Wealth Transparency with Ed Butowsky

0:00 / 0:00

Summary

In this episode, Ed Butowsky and Jordan McFarland discuss the CHIP Score, a tool that allows individuals to input their expenses and taxes to obtain a realistic assessment of how well their portfolio and investments are performing. The CHIP Score helps answer questions such as: How is my portfolio performing in relation to my financial needs?Am I keeping up with increases in my cost of living?Is my portfolio properly diversified for my goals?How much risk am I taking?To learn more about the C...

Episode Description

In this episode, Ed Butowsky and Jordan McFarland discuss the CHIP Score, a tool that allows individuals to input their expenses and taxes to obtain a realistic assessment of how well their portfolio and investments are performing.

The CHIP Score helps answer questions such as:

How is my portfolio performing in relation to my financial needs?
Am I keeping up with increases in my cost of living?
Is my portfolio properly diversified for my goals?
How much risk am I taking?

To learn more about the CHIP Score and how to find your own, visit www.chapwoodinvestments.com or the "Making Sense with Ed Butowsky" YouTube page.

Send us Fan Mail

Support the show

Share this episode

Similar Episodes

Market Compass Weekly: Stocks, Bonds, Gold & Bitcoin Forecast, Monday, April 13, 2026

Apr 10, 2026 ·7m

Market Pulse Daily: Stocks, Bonds, Gold & Bitcoin Insights, Friday, April 10, 2026

Apr 9, 2026 ·7m

Market Pulse Daily: Stocks, Bonds, Gold & Bitcoin Insights, Thursday, April 9, 2026

Apr 8, 2026 ·8m

Market Pulse Daily: Stocks, Bonds, Gold & Bitcoin Insights, Wednesday, April 8, 2026

Apr 7, 2026 ·9m

Market Pulse Daily: Stocks, Bonds, Gold & Bitcoin Insights, Tuesday, April 7, 2026

Apr 6, 2026 ·8m

Market Compass Weekly: Stocks, Bonds, Gold & Bitcoin Forecast, Monday, April 6, 2026

Apr 2, 2026 ·5m

Similar Podcasts

Women On Top with Haleh Moddasser Haleh Moddasser The author of "Gray Divorce", "Silver Linings" and "Women on Top: Women, Wealth & Social Change" presents a new podcast, Women on Top with Haleh Moddasser. In this podcast, Haleh talks with guests who have each made a crack in the proverbial glass ceiling, are making strides to address societal problems, or are supporting the financial future of women. Haleh and her guests, who represent many different fields - entrepreneurship, finance, journalism, medicine, activism and more – engage in transparent conversations that reflect professional and personal struggles, as well as accomplishment. Through these episodes, we learn about embracing a purpose and lifting up others while safeguarding our own future success. Wealth of Experience Firstlinks and Morningstar Every fortnight, the podcast discusses key investment issues to help build your wealth. Morningstar's James Gruber hosts regular guests Graham Hand and Peter Warnes, as well as investment industry leaders and fund managers. Graham Hand has over 40 years of experience in financial markets, including Group Treasurer and Managing Director Treasury roles at major banks. Graham is the Co-Founder (with Chris Cuffe) and Managing Editor of Firstlinks (previously Cuffelinks), a leading financial newsletter with 100,000 readers. Firstlinks was acquired by Morningstar in 2019 and Graham is now Editorial Director.Peter Warnes is the Head of Equity Research at Morningstar and Editor of Your Money Weekly. He originally joined Aspect Huntley as Head of Research in 1992 which was acquired by Morningstar in 2006, giving him 30 years in the Morningstar stable. He is widely quoted in the media for his stock calls and deep market analysis.Podcast host, James Gruber, is Wealth Inequality Initiative Podcast, By Julius Baer Foundation Julius Baer Foundation Designed by the Julius Baer Foundation, the Wealth Inequality Initiative aims to shed light on the global challenge of wealth disparities. It connects worldwide key players and experts to awaken interest, circulate knowledge, mobilise stakeholders and drive action against wealth inequality. The Wealth Inequality Initiative Podcast Series features inspirational and influential personalities, including experts of wealth inequality. The guests’ voices and experiences turn the wealth inequality topic into tangible evidence. Their stories and best practices offer examples of possible solutions while instilling a sense of urgency and a need for action.Learn more on www.wealth-inequality.net. The information contained in this podcast is marketing material. Opinions expressed do not constitute independent financial/ investment research, investment advice, or and offer to buy or sell securities by Julius Baer. Please refer to www.juliusbaer.com/legal/podcasts for important legal information pr Wealth Hackers TheWealthHackers We are at the forefront of helping Investors & educating individuals across the globe on maximizing the opportunities in the Foreign Stock Market, leading to desired financial freedom.

URL copied to clipboard!