It's difficult to sum up a multi-step process designed to optimize assets, but this week's topic does just that. We march closer to asset optimization scoring, as we examine the Universal Pie Chart. Discover the aggregate risk, return, and Shape Ratio - across multiple time periods, and then compare those metrics to the market and to an optimized model. Seek to extract risk and enhance return... and get ready to evaluate your holdings, the fees, and the value of any advice received!

Weekly verses:

I have said these things to you, that in me you may have peace. In the world you will have tribulation. But take heart; I have overcome the world.” - John 16:33 (ESV)

And let the peace of Christ rule in your hearts, to which indeed you were called in one body. And be thankful. - Colossians 3:15 (ESV)