About www.portfolio4less.com Our portfolios Our Services Compare Your Portfolio Open An Account Financial Resources Our Competition
 
www.portfolio4less.com
Contact Us
Email us
Client Access
Privacy Policy www.portfolio4less.com disclaimers Testimonials
 

Compare Your Portfolio!

Bookmark and Share

See what people are saying about us. Click here!

See our performance numbers. Click here!

See the most recent article written about us. Click here!

This area of our site provides users the ability to enter their current account information and receive a personalized portfolio comparison. To receive your own comparison, simply enter the  name or code/symbol of the funds or securities that make up your current portfolio and we will provide you with a free comparison of your portfolio to one of our portfolio4less.com mutual fund portfolios.

The report provides the following information:

  • Portfolio Growth Comparison (Shows the difference in performance between the portfolios)
  • Portfolio Analysis (Breaks down the geographic, sector, and asset allocation of each portfolio)
  • Risk vs. Return (Compares the risk and return for both portfolios)
  • Portfolio Correlation Matrix (Compares the efficiency of portfolio design)
Similar reports can be found in the our competition section, where we have created comparison reports against some of our largest competitors.

If you'd prefer, please feel free to fax a copy of your account statement to (1-866-804-2255) or email (portfolio@portfolio4less.com) and we will complete the comparison for you.

Before you proceed please provide us with the following information:


First and Last Name: Phone Number:

Email Address:

Home Province:

We require your personal information for internal uses only. We will not sell or give your personal information to anyone without your permission. We are not in the business of distributing personal information. For more details, please see our privacy policy.

Please note: The comparison accepts a maximum of 12 entries. If you have more than 12, and would like a comparison prepared for you, please contact us at 1-866-466-4745 or email us at portfolio@portfolio4less.com.

Each fund from your account statement can be entered into the comparison by first selecting the mutual fund company, then entering the specific fund, followed by the dollar value or percentage that this investment represents. Please repeat this process until your entire portfolio totals 100%.

Once you have entered all funds, please scroll down to the bottom of the screen to submit your portfolio.

Fund #1

Fund Company: Fund Name:

Amount of fund:

Fund#2

Fund Company: Fund Name:

Amount of fund:

Fund#3

Fund Company: Fund Name:

Amount of fund:

Fund#4

Fund Company: Fund Name:

Amount of fund:

Fund#5

Fund Company: Fund Name:

Amount of fund:

Fund#6

Fund Company: Fund Name:

Amount of fund:

Fund#7

Fund Company: Fund Name:

Amount of fund:

Fund#8

Fund Company: