Client asked for SSIM to “Old Portfolio” comparison to date …

We are as curious as anyone else and of course, we put our money where our mouth is … so why not.

This is a real example of one of our existing subscribers who, while quite happy with her results, was enough of an innate skeptic to ask how she was doing vs. staying where she was.

We admit that our analysis is not GIPS compliant, (because A) we don’t need to be and B) each and every portfolio is bespoke and therefore built to every client’s exact demands and C) our Bespoke portfolios create a provable and CLEARLY DEFINED future account glidepath).

So here is the analysis of 2023. We start with their OLD ALLOCATION vs the Smart Structure Allocation.

Sorry, the PDF to JPEG converter isn’t exactly perfect, I need an expert to clean that up.

And here is 2024 to date:

Once again, sorry for the converter not looking perfect, I’ll get someone who understand such things to make it better.

But … THERE YOU GO!!   A PERFECT REAL WORLD EXAMPLE OF WHAT HAS HAPPENED FOR THAT SUBSCRIBER.

This subscriber is way ahead of the S&P500 using your traditional NON FUNGIBLE PORTFOLIO

This subscriber is SO FAR AHEAD OF THEIR “OLD - NON FUNGIBLE - SOLUTION” that it almost defies belief.

HOWEVER:  THIS CLEARLY ILLUSTRATES HOW "OUR “PILLARS” REALLY MATTER. 

Pay for GOOD ADVICE!

GET PAID FOR THE RISK THAT YOU TAKE.

RESET YOUR RISK PERIODICALLY!

USE A FUNGIBLE SOLUTION -

MAXIMIZE YOUR RETURN, MAXIMIZE YOUR FLEXIBILITY, MIMIMIZE YOUR RISK —

ALL AT THE SAME TIME!

ASK US TO SHOW YOU HOW!!