1) Portfolio Objectives:
2) Portfolio Assessment:
3) Steps for Improvement:
* 5i Research may not address some requests that are deemed out of the scope of the service
An investor looking for an independent second opinion.
A do-it-yourself investor who wants to ensure they are on the right track.
An individual going through a transition phase in their investment journey or implementing a new strategy.
Anyone that simply wants an extra set of eyes to look at a portfolio for peace of mind.
I need to fund $X of expenses each year. Will my portfolio allow me to do so?
I have too many stocks and am no longer able to manage my portfolio efficiently. How can I simplify?
Given my situation, am I taking the right amount of risk with the portfolio?
Do you think I am properly allocated across country/sector? Where do I start rebalancing?
“Thank you very much for returning the portfolio review. I have finally found time to go through it and I am very pleased with the depth of your review and suggestions. As a do it myself investor, for me to have a service like this is invaluable. I enjoy doing my own investments and to have a sounding board such as 5i to provide feedback is very reassuring. Thanks again for providing the review and of course 5i research, both outstanding.” - P.D.
“THANK YOU very much this is well worth waiting for. While I have just had time for a quick look I am most impressed. I am ashamed to tell you, so I won’t, how many thousands of dollars we have lost to professional managers whose interests were much better served than ours. I finally took things over when I retired and at least stopped the bleeding. In doing a bit of research I stumbled across 5I and was most impressed. It was a very good day indeed.” - R.H.
“Thank you for reviewing our portfolio! We are well on our way with making several changes to better suit our situation. We appreciate the quick turn- around time and the clarity you provided in your easy to read yet comprehensive report. No questions at this time. Just wanted to say thanks much! ” - T.F.
"I just wanted to comment about the Portfolio Review that you did for me a few months ago. I wasn't certain what to expect but I really did feel I had gotten good value. It was informative and thoughtful. I liked that it was a suggestion of what I could be doing. It was a bonus to be able to ask questions that pertains to my specific situation.
In my case, I needed a "kick in the butt" to start really PLANNING for retirement and to reduce my risk exposure. This review is so thorough that it took me several readings to really filter the information. Awesome job 5I!!! Highly recommended!" - B.K.