No strings attached. Evaluate styles and monitor style drift real time. Outshine the competition.
This Website Is For Financial Professionals Only
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.