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Find out for sure with a PortfoliOK investment performance report
Here's the bad news: your personal investment portfolio is probably under-performing. You just don't know it.
From our experience and extensive research a majority of personal investment portfolios under-perform common market benchmarks.
In other words, it's highly likely that you're not getting the investment returns you should be getting.
Not just could be getting, but should be getting.
And the good news? The good news is that now there's an easy way to find out.
For only $390 (plus GST), PortfoliOK can determine whether you're portfolio is OK. Or less than OK. Or, if you're one of the lucky few, better than OK.
Think of it as an independent health check for your investments.
Within three weeks PortfoliOK can reveal what your financial advisor or stockbroker might prefer to keep hidden: the spin-free truth about your investment portfolio's performance relative to the Market.
We replicate your investment history, calculate your returns, compare them to a meaningful benchmark, and provide you with a comprehensive report.
Your PortfoliOK investment performance report will reveal in detail how your portfolio has performed relative to the Market. But in broad terms, your portfolio will fall into one of the following categories:
- Less than OK – beaten by the Market.
- OK – equal to the Market.
- Better than OK – ahead of the Market.
You may be thinking: “What’s the point of reviewing my past investment performance? What’s done is done.”
Our overall objective is, of course, to help you maximise your investment returns in the future. But in order to do that we need to establish what you (or your advisors) have been doing right – and wrong – up until now.
And finding out whether something is broken is the first step to fixing it.
There are three main types of investment structures we can include in your portfolio review:
By now you may be wondering whether your own portfolio has, by objective standards, been doing OK. The likely answer is, unfortunately, no.
It’s the financial world’s best-kept secret. Despite the investment industry’s standard lure of “beating the Market”, we believe a majority of personal investment portfolios actually under-perform.
For $390 you can find out for sure.
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