Portfolio MRI

Let me ask you a question:  if you were feeling ill, would you want your doctor to start performing surgery or prescribe a powerful medication before fully examining you and running proper tests?  Of course not!  In fact, in most cases no physician would ever perform surgery without first reviewing either an X-Ray or an MRI.

After their health, many people would consider their personal finances to be of the utmost importance, and yest, studies often show that few people take the time to ensure that their financial strategy receives the highest level of professional expertise that they would insist upon with their health.

For example, how many of these questions could you answer with confidence?

  • What amount of your savings is being lost every year to investment fees, both explicit and implicit?
  • If you own mutual funds, how many of your funds are buying the same companies?  Are you diversified or simply redundant?
  • Do you know your expected return for any one year, five year, or twenty year period?
  • Do you know how much your portfolio is likely to lose in any given year?
  • Is your portfolio adequaely diversified in a way you can measure?
  • Would it be possible for you to get the same return with less risk?

Let’s face it:  if you don’t know the answer to these questions, how are you any different than a casino gambler?  Isn’t the health of your financial security worth receiving the very latest in financial planning expertise and technology?

Like in our health, an investment portfolio needs an MRI:  a highly detailed analytical study that will show you what you’re doing well and what you could improve.  It may discover problems you never knew you had, and offer solutions you never thought possible.

Want to learn more?  Contact us here or call Omar Pereira directly at 787-553-8714.

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