At Chapwood, we want to educate investors so they are able to objectively and dispassionately analyze portfolios for their strengths and weaknesses, to truly understand the fees they are being charged and most importantly, provide investors full transparency into their investments/portfolios. The lack of transparency and information in the investment/portfolio management marketplace has allowed all companies, big and small, to take advantage of investors. This represents the “Lack of Information Deficit” (LOID), the amount of money lost due to lack of information. We want to empower investors with knowledge because ignorance is not bliss, it’s simply investment suicide.
With this in mind, Chapwood has assembled a range of powerful tools to aid investors in understanding their portfolios; whether they’re meeting your needs, performing appropriately, and managing your risk to an acceptable level.
To start, familiarize yourself with 9 portfolio analytics that will help you understand what your current portfolio means to you. Then, start using the Chapwood Analytical Calculators to see how your current portfolio is performing according to your needs.
With the mind-numbing amount of data and information flowing every day, it is easy for all investors to be cloudy as to how to objectively and dispassionately analyze their portfolios for their strengths and weaknesses. Too often, financial advisors distract from what’s important to analyze in a portfolio, directing their client’s attention away from what might truly be important but simultaneously being embarrassing to the advisor. As a result of this, we have listed the 9 most important metrics to analyze your current portfolio. Once you become familiarize with these, you can start using the Chapwood calculators to see how your current portfolio is performing according to your needs.