Do I Pass or Flunk?
Our Portfolio Report Card will tell you!
|Yes, I want to have my investment portfolio graded.
The Portfolio Report Card from ETFguide is an easy to understand snapshot of my current investments that shows if I’m on or off track. It reveals the strengths and weaknesses of my investment account and it will tell me if my portfolio matches my financial goals.
The Portfolio Report Card is capable of analyzing any type of investment account of any size, including brokerage and trading accounts, IRAs, ROTH IRAs and 401(k) plans. If I own stocks, bonds, mutual funds, and ETFs – it can be graded!
I will receive a written report of how my investment accounts are performing in key areas like returns, diversification, and risk.
After signing up, I will receive instructions via email of the items needed to complete my personalized portfolio grade. No data entry or complicated software is required. My final grade of an A, B, C, D, or F will help me to better understand the progress of my investments. I can choose to have one portfolio grade on one investment account or multiple grades on multiple accounts for a low one-time fee.
Why should you take ETFguide's Portfolio Report Card?
ETFguide's Portfolio Report Card is helping investors of all kinds and here’s what they’re saying:
"I cannot thank you enough for helping me to identify problem areas inside my portfolio. I’d be lost without this valuable service." – Ray in Highland Park, IL
"I’ve already saved thousands, thanks to the Portfolio Report Card. Instead of worrying about whether my investments are properly aligned, I’m now headed in the right direction." – Pamela in Sarasota, FL
"Even though my grade wasn’t good, I’ve already made positive changes to make sure I can retire comfortably."–Freddy in Los Angeles, CA
"ETFguide’s Report Card opened up my eyes to how much I’m losing in unnecessary fees and taxes."– Carolyn in Charleston, SC
"The straight forward grading process helped me understand my investments better." – Stanley in Glendale, AZ