Ronald J. Surz is the President of PPCA, Inc (www.PPCA-Inc.com), an RIA in San Clemente, CA, providing manager due diligence technologies, and enhanced UMA platforms.| Free Holdings-Based Style Analysis Graphs Your Holdings And Your Total Portfolio |
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| Wednesday, August 15, 2012 20:40 |
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No strings attached. Evaluate styles and monitor style drift real time. Outshine the competition.
Style Scan is FREE and VALUABLE – well worth the minimal effort. Just paste your holdings into the portal and see every stock plotted in style space, plus the total portfolio.
It’s interactive. Hover over a plot point to see the stock and your allocation to it. Click on a sector in the pie chart and the stocks in that sector light up. Plus you can use either Surz Styles or Russell.
Bottom line, it’s informative, educational and it will set you apart from your competition. Wow clients and friends.
See sample below for S&P500 Value index in Q3/2012.
Try it. You’ll like it. What do you have to lose? No strings attached.
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