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MRI Analysis of Your Portfolio

THE PURPOSE OF PORTFOLIO MRI®

The portfolio MRI is a diagnostic measure of your current investment information. The purpose of this personalized Portfolio MRI®, is to help you understand how various mixes of styles of investment portfolios may have performed in the past.

There are three components of the Portfolio MRI®

  1. The analysis begins with a discussion of the historical returns of basic asset categories or markets and compares them to every investment’s long-term enemy-inflation.
  2. Further, the MRI® attempts to estimate, via broad based assets category selection, the current mix of your portfolio, and simulate the mix’s historical risk and reward characteristics.
  3. Finally, the Portfolio MRI® allows you to compare the risk versus reward characteristics of your portfolio, against those of broadly diversified sample asset mixes, weighted toward small cap investing, international fixed income and equities, and high book-to-market value securities.

In both the analysis of your current portfolio and the mixed labeled asset allocation portfolios, indices have been used to demonstrate the historical performance of the various asset classes chosen. Studies by Brinson, Hood and Beebower* demonstrate that 91.5% of a portfolio’s performance is determined by its asset allocation policy. To this end, the goal of free market investing is to provide broadly diversified portfolios that deliver market returns with reduced risk.

*Source: “Determinants of Portfolio Performances,” Financial Analysis Journal, Gary P Brinson, L. Randolf Hood, and Gilbert L. Beebower, 1986, 1990, 1991. (referred to throughout as Brinson, Hood & Beebower)

 

DS Financial Advisors, Inc. is located in the North Hills of Pittsburgh, PA - Specialize in tax prep services and wealth planning
DS Financial Advisors is located in the North Hills of Pittsburgh, PA - get directions

DS Wealth Advisors, Inc.  (DSWA) is a Registered Investment Adviser located in Pittsburgh, Pennsylvania. DSWA may only transact business in those states in which it is registered, or is exempt from registration. The publication of DSWA’s website on the Internet should not be construed by any consumer and/or prospective client as DSWA’s solicitation or rendering of personalized investment advice for compensation, over the Internet. A copy of DSWA’s current written disclosure statement discussing DSWA business operations, registrations, services, and fees is available at the SEC’s investment adviser public information website – adviserinfo.sec.gov or from DSWA upon written request.

This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed.   This website and information are not intended to provide investment, tax, or legal advice.

Advisory Services offered through DS Wealth Advisors, Inc., a Registered Investment Advisor, located in Pittsburgh, PA.
Tax, Accounting & Insurance Services offered through DS Financial Advisors, Inc.

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