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Making Sense with Ed Butowsky
Hosted by 35-year investment manager, Ed Butowsky, "Making Sense" is designed for delving deep into understanding investing in episodes less than 30 minutes.
To learn more about Chapwood Investments, you can visit us at our website (www.chapwoodinvestments.com).
Making Sense with Ed Butowsky
Investor's Toolbox: 8 Metrics for Portfolio Efficiency
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!
