How Strong is Your Stock Portfolio?

How good is good? If your stock portfolio isn’t as strong as it could be, you could be missing out on more attractive returns. With Strategic Wealth Partners’ Portfolio X-Ray tool, you tap into the expertise of our investment professionals to gain valuable insights into the strength of your stock portfolio today—and how well it’s positioned for the market ahead. By simply telling us your top 10 stock holdings, you receive a grade from A-F on the three most important indicators for each stock.

What is Portfolio X-Ray?

Portfolio X-Ray can tell the strength of your investment portfolio by looking at your top 10 stock holdings. These top 10 holdings provide a remarkably accurate indicator of your portfolio’s overall strength—and helps you powerfully alter your investment strategy. With rapid speed, an unbiased lens—and for no fee—our team of financial advisors delivers feedback on each stock. In just 5 to 7 business days, you receive grades for the each of the three leading attributes that are the foundation for professional investment analysis:

Management Team

Good management teams can catapult businesses to success, while bad ones can cause irreparable harm. The executives that comprise a company’s management team, their experience, and their reputations can have a big impact on stock performance. You want company leadership to have proven records of success, strong public confidence, and a dynamic vision.

Growth Story

A stock’s growth story is about future growth potential. Is the company positioned to realize above-industry growth rates? Are they participating in secular growth trends? This information can help gauge how the stock may fare moving forward—and whether it deserves a place within your investment portfolio.

Reasonable Valuation

While the price-to-earnings ratio can be a quick indicator for a stock’s value, it’s important to look deeper into a company’s reporting, market competition, and future prospects. Our investment team gives you a rationale assessment of whether a stock is over- or undervalued, allowing for an educated prediction about its potential future performance.

If you’d like to discuss the findings from your Portfolio X-Ray report, let’s talk. Schedule a complimentary call with one of our professional financial advisors for trusted guidance on your portfolio and wealth management needs.

Ready to Get Started?

  • 1. Tell Us a Little About Yourself:

  • 2. Input Your Top 10 Stock Tickers

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MEET Mark Tepper

There’s nothing Strategic Wealth Partners CEO Mark Tepper loves more in this world than winning. What constitutes a win for Mark? Successfully developing financial strategies for clients that get results. Since founding SWP in 2008, Mark put his competitive nature and years of experience to work putting points on the board for clients looking for sophisticated and comprehensive wealth management solutions. Mark works with a broad spectrum of high net worth individuals, from business owners to professional athletes, and crafts strategies tailored to their specific goals.

As much as Mark loves winning, he also enjoys educating others on how they can take charge of their financial futures. Mark is an especially effective communicator whose expertise is sought by national media outlets. You might recognize him from his regular appearances as a co-host on Fox Business’s Mornings with Maria and Varney & Co. Along with his eBook Tilting the Odds, Mark has authored three Amazon bestsellers – Walk Away Wealthy – The Entrepreneur’s Exit-Planning Playbook, Exceptional Wealth, and The Money Playbook: The Professional Athlete’s Guide to Building Lifelong Wealth. Additionally, Mark’s an NFLPA Registered Player Financial Advisor.

Under Mark’s leadership, SWP has been named on Inc. Magazine’s “Inc. 5000” list for four consecutive years. In 2015, he was featured on the “Forty Under 40” list by Crain’s Cleveland Business. Mark is an active member of Entrepreneurs’ Organization (EO) and Young Presidents’ Organization (YPO). Mark donates his time to various philanthropic endeavors as a Board Member for Make-A-Wish. He is also a loyal contributor to the Tunnel to Towers Foundation and is an active proponent for The Innocence Project.

Mark earned his BSBA in finance from John Carroll University and holds a Certified Financial Planner™ (CFP®) designation. He lives in Richfield, Ohio with his wife, Jamie, three children, and dog Brody (a Cane Corso). In his downtime, Mark enjoys fitness, golf, softball, skiing, and coaching his kids’ sports teams.

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Mark’s financial expertise has given him the opportunity and honor of receiving a number of achievements, awards, and recognitions. He is also a trusted financial contributor for, and member of, many respected and well-known organizations.

Talk To A Professional

Have questions about your stock investments? Contact Strategic Wealth Partners today to speak with an experienced wealth management advisor.