A STEWARD'S VIEW

Measuring the Whole Pie


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This week's work is about coming to clarity with your Universal Pie Chart - taking overall risk and return, charting it, and measuring it. It's about knowing whether or not value has been added in to you portolio, in terms of diversification and correlation. It's about knowing whether or not you've actually built a great plan for your financial assets, compared to the market's risk-return offer.

If you consistently score the value added to your entire portfolio through the construction process, you can answer whether or not your goals are really being funded efficiently. Please enjoy this episode, and take your analysis to the next level!

Need a hand? Just ask! We're here for you. Reach out to our sponsor, Fidere Advisors, anytime at: www.fidereadvice.com/contact, or schedule at: www.calendly.com/fidere-advisors.

Have a blessed week!

The ASV Team

Verse of the Week: No one can serve two masters, for either he will hate the one and love the other, or he will be devoted to the one and despise the other. You cannot serve God and money. - Matthew 6:24 (ESV)


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A STEWARD'S VIEWBy Aaron Kolkman