Dashboard Diagnostics

Would you like Mark Robertson of ManifestInvesting to review your club portfolio? As a benefit of bivio's partnership with Manifest Investing, Mark leads monthly online "Dashboard Diagnostics" where he analyzes a real club portfolio. You're sure to get some ideas of adjustments you might make to your own club's portfolio to help your Quest for Positive Relative Returns.

To request a public review of your club's portfolio, submit your makeover story to Mark at expected_returns@bivio.com. Over the course of the coming year, he'll pick clubs to review from your submissions. Reviews are free and open to all to learn from and participate in.

For those who are part of or aspire to the Witness Protection Program when it comes to discussing their portfolios, Mark will be glad to review your holdings without mentioning your names.

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