Investor's Toolbox: 8 Metrics for Portfolio Efficiency Making Sense with Ed Butowsky

In 2005, Ed Butowsky developed the 8 Metrics, a tool designed to gauge an investor's portfolio efficiency. This involves analyzing eight crucial data points and presenting a clear, understandable score for non-professional investors.Having managed high net worth portfolios at Morgan Stanley for nearly two decades, Ed recognized the significance of imparting essential portfolio knowledge in an easily understandable manner to individuals.In this podcast, Ed and Jordan McFarland explore each of ...