Portfolio Health Check
At Corchis Wealth Management, we go beyond the surface to evaluate your investments. To this end, Rob Corchis has drawn on his 25-plus years as an Investment Advisor to create the innovative Portfolio Health Check tool. It’s an exclusive instrument specifically used by Rob and his team to perform a relative strength analysis of each client’s investments.
Never before, has there been a tool like this one – one that amalgamates all the different type of investment options in order to compare and analyze. For a long time, Rob would spend countless hours researching different investment options for every client situation. Then, he realized he needed to develop a method that would be efficient yet extremely effective.
So he created Portfolio Health Check, an instrument that is updated daily to sync to the various market websites (TSX, SIA Charts, specific watch lists, etc.). While using this unique tool, Rob and his team are able to sync specific clients accounts and evaluate how each portfolio is performing against the market in a quick and accurate manner.
Think of the Portfolio Health Check as similar to a medical health check-up. The software program is checking the health of each stock position in the portfolio, much like a doctor checks the health of each patient during a check-up.
This unique approach involves comparing your investments against peers in the market, which allows us to identify the standouts, the investments that are outperforming others in their category. By incorporating relative strength analysis into our strategy, we provide you with insights that guide your investment decisions toward opportunities for better performance.
This comprehensive assessment, along with the Portfolio Health Check, helps you build a portfolio that is not just strong, but strategically positioned for potential growth. While relative strength analysis is a valuable tool, we also take into account your individual financial goals and risk tolerance, ensuring a well-rounded and tailored approach to your investment journey.
We may analyze portfolios of your friends and families with our unique metric system. To learn more about our unique approach to build and protect your wealth, please contact us.
