“Best Investor” Portfolio assessment together with “Best Investor” decision quiz assessment

May 18, 2022

Sign Up for Weekly Insights

Keep abreast of the latest changes in the markets and the economy as a whole by signing up for the Weekly Insights newsletter. Every week, Chris Belchamber tells you what’s on his mind when he’s thinking about his clients’ investments. Our blogs, emails, and postings on social media provide key insights as well as updates on strategies, backed with cutting edge research explained in terms investors can understand quickly

How can you be confident that your current investment approach is on track for the low risk AND high returns of the most successful investors?

The “Best Investor” approach shows that a relentless commitment to a “Capital Preservation and Compounding” Investment objective produces transformative results.

It just takes 3 simple steps:

1. Place your portfolio into the risk return performance grid illustrated below. If your green dot portfolio is above and to the left of your benchmark you are outperforming the benchmark and with lower risk, and so are on track for capital preservation and compounding.

It looks like this:

The data shown is solely for descriptive purposes and does not represent any indication of performance.

2. Take the Best Investor Quiz to get a check up on your investment decision process. Go to www.chrisbelchamber.com, and click on the quiz tab.

3. Call Chris (301-335-8587) to get a comprehensive assessment and next steps.

This full assessment will quickly provide enormous insight into your asset management, prospects and process. The standards used for measurement are all derived from the most successful investors of all time as described in my book, Invest Like The Best.

Please note these important disclaimers:
Educational use Only. The market update published by CB Investment Management, LLC (“CB Investment”)  is intended to be educational in nature and is not intended to be a recommendation for any specific investment product, strategy, plan feature or other purposes. Accordingly, it should not be construed by any consumer and/or prospective client as solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation.
Advertising and Marketing. Communications such as this are not impartial and are provided in connection with advertising and marketing. This material is not suggesting a specific course of action or any action at all. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, insurance, legal or tax professional that takes into account all of the particular facts and circumstances of an investor’s own situation. No person associated with CB Investment is a licensed attorney or tax professional and the information contained herein should not be considered tax  or  legal advice.
Links to Third Party Content. This Market Update contains links to articles or other information maintained by unrelated third parties. You acknowledge and agree to the following: All such information is provided solely for convenience purposes only because we believe that it may provide useful content and all users thereof should be guided accordingly. We disclaim any responsibility for the link’s performance or interaction with your computer, its security and privacy policies and practices, and any consequences that may result from visiting it.  We do not control the content published by the third-party; we do not guarantee any claims made on it, nor do we endorse its sponsor or any of the content, policies, activities, products or services offered by any advertiser on the site. CB Investment assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided by the third party and inclusion or reference by CB Investment to any third party link should not be construed by any consumer and/or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.
Important Information regarding Registration Investment advice is offered through CB Investment Management, LLC (“CB Investment”), 8231 Crestwood Heights Drive, Mclean VA 22102 an investment adviser registered with the states of Virginia and Maryland. Registration with the states of Virginia and Maryland should not be construed to imply that the SEC has approved or endorsed qualifications or the services offered, or that its personnel possess a particular level of skill, expertise or training. Important information and disclosures related to CB Investment are available at https://chrisbelchamber.com.

More Info

Archives

Start Today

Investing like the best can lower your stress and risk levels while bringing you higher, long-term returns. It can provide a stable platform for planning and give you more financial security now and for the rest of your life. Let’s get started.