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Measuring the Success (or Failure) of Your Portfolio
Today's episode of the American Dream Experience welcomes back Margaret Wittkopp, Founder and CEO of Veritas Financial Services, as she illustrates clear cut ways to measure the success or failure of your investments.
Margie begins with the Modern Portfolio Theory and explains how making money is not the sole barometer for success. For wise investors, an academic approach to investment decisions leads to the ultimate goal: Your American Dream!
Highlights:
(03:00) Explaining Modern Portfolio Theory
(06:38) Analyzing your portfolio and measuring against the market
(12:04) A pro-business government stance
Key Links:
* Veritas Financial Services, LLC website at http://veritasinvesting.com
* You can also get in touch with Margie directly via email at [email protected]
You can ask questions, get educational resources, and sign up for the next American Dream Experience event by calling the Veritas Office at (920) 893-5262.
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By Margaret Wittkopp
5
11 ratings
Today's episode of the American Dream Experience welcomes back Margaret Wittkopp, Founder and CEO of Veritas Financial Services, as she illustrates clear cut ways to measure the success or failure of your investments.
Margie begins with the Modern Portfolio Theory and explains how making money is not the sole barometer for success. For wise investors, an academic approach to investment decisions leads to the ultimate goal: Your American Dream!
Highlights:
(03:00) Explaining Modern Portfolio Theory
(06:38) Analyzing your portfolio and measuring against the market
(12:04) A pro-business government stance
Key Links:
* Veritas Financial Services, LLC website at http://veritasinvesting.com
* You can also get in touch with Margie directly via email at [email protected]
You can ask questions, get educational resources, and sign up for the next American Dream Experience event by calling the Veritas Office at (920) 893-5262.