Private Counsel Portfolio ManagementSimple + Modern

YOUR PORTFOLIO IS BROKEN:

Who's to Blame and
How to Fix It

This is intended to help frustrated investors identify problems with traditional approaches to investing and to offer a modern, simpler solution.

Introduction

If you're an investor, chances are you feel frustrated... maybe a little afraid. Global stock markets have been through two 50 percent drops in the recent past. Meanwhile, the world continually teeters on the edge of our worst fears, with each new calamity threatening to topple it for good. Perhaps you've begun to ask, "Is investing safe?" When the richest nation in the world struggles to pay its bills, totalitarian government regimes are overthrown in mere weeks, and a major earthquake-tsunami-nuclear disaster piles onto an already alarming list of dangers, you might answer, "No! The world is simply too volatile. Where did I put that empty coffee can and rusty shovel?"

Maybe you feel the investment industry has let you down. How many "attractive" mutual funds, "promising" stock recommendations, and "good ideas" have you sampled from bankers, brokers, and TV big-talkers? After all of your effort and all of the recommendations from all of the people who are supposed to know . . . what did you really get, besides frustrated?

Or maybe you question whether investing is the same anymore. Sure, most major stock markets around the world have averaged annual returns in excess of 9 percent over many decades, but does that mean they will again? They certainly haven't recently.

Over the last 20 years, first as an investment advisor working at a major Canadian brokerage firm and then as a portfolio manager at a private counsel, I've witnessed investor frustration. It's the result of unpredictable investment markets and poor portfolio practices. Ask yourself, "Why do I invest this way?"

As an investment professional, my passion is fixing broken portfolios through a simpler, modern, and effective approach. Better investment returns require you to think differently and invest differently, and that begins by choosing an achievable strategy.

If buying another good idea from your advisor, no longer seems like the solution, this book contains information that might interest you. If you are willing to return to a non-predictive, commonsense approach to investing—controlling what you can control, eliminating unnecessary risk, understanding the sources of returns, and capturing those returns—read on!

"Most investors, both institutional and individual, will find that the best way to own common stocks is through an index fund that charges minimal fees. Those following this path are sure to beat the net results (after fees and expenses) delivered by the great majority of investment professionals."

– Warren Buffett, Berkshire Hathaway 1996 Annual Report

PURCHASE

YOUR PORTFOLIO IS BROKEN:
Who’s to Blame and How to Fix It

By: Chris Turnbull

Category: Business, Investing
Paperback: $15.00
Size: 8 ¾” x 5 ¾”
Pages: 90
ISBN: 978-0-9919881-0-5



Your portfolio is broken is also available at the following Bookstores: 

Audreys
10702 Jasper Ave NW
Edmonton, Alberta
780-423-3487

At select Chapters/Indigo bookstores
Check online for store locations with inventory.


Contact us for a complimentary review of your portfolio. Talking to an educated and experienced advisor is critical when your money is at stake.

Call 780-665-4921
or us to
set up an appointment.