Attention individual investors!
- Are you looking for an alternative to retail brokerages whose “buy and hold” approach discourages regular asset reallocation, making your holdings more vulnerable to market downturns?
- Are you interested in improving portfolio performance by taking a more active role in asset allocation?
- Are you searching for quality asset allocation advice that doesn’t involve spending hours glued to financial market reports or paying expensive commissions to a broker?
- Are you striving to protect your life savings from a crippling loss?
If you’re tired of entrusting the health of your investments to a financial services industry that is more interested in their commissions than the performance of your portfolio…
…there’s an app for that!
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And it’s just $100 for a two-year subscription.
How does the app work? The Portfolio Wisdom app delivers simplified self-directed investment intelligence in six simple steps. LEARN MORE about how the mobile app works.
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The blue line shows the theoretical performance of a $100,000 investment in the Model Portfolio 1 starting 5 years ago, while the shaded green line shows the theoretical performance of $100,000 invested in SPY (the S&P500 Exchange-traded fund) starting at the same time. Notice how stable the conservative portfolio is during the 2008 crash when SPY dropped more than -50%.