NEW - 7 Steps to A Better Portfolio

7 Steps

Will help a lot of investors make better investment decisions.

I wrote 7 Steps to a Better Portfolio for you, the average long-term investor, to help identify, evaluate, and deal with critical investment issues. Whether you invest independently or alongside your advisor, 7 Steps is an investment framework to help facilitate better decision-making along your investment journey, reduce investment stress, and improve your odds of long-term investment success.

We are all looking for an answer. Lose weight, be happier, get a promotion at work, become a better parent, get the most out of life. We are all seeking a solution or direction, on how to make something better.

Investing is no different.

To some, investing solutions may be about timing markets, picking stocks, or finding the next Apple or Warren Buffett. In his role as an investment advisor. and in his book 7 Steps to A Better Portfolio, Edward Goodfellow takes a different approach and focuses on creating a portfolio process and structure to improve the odds of long-term investment success.

Investing is a series of decisions around risk, return, time, and odds.
7 Steps

is the framework that guides the decision-making process. Get the steps working for you today!

Black and white photo of Edward Goodfellow in a dark coloured suit
Edward Goodfellow CFA, CPA, CA, CFP

Praise for 7 Steps to A Better Portfolio

7 Steps to a Better Portfolio by Edward James Goodfellow offers a refreshing perspective on investing. The author's approach to creating a successful investment portfolio is not about chasing hot stocks or market timing; instead, it's a thoughtful and comprehensive strategy.The book's seven steps provide a clear roadmap for investors to follow. The book emphasizes on factors which are within our control, such as diversification, risk...

Devin Hartley (Amazon reviewer)

In this comprehensive guide, Edward covers all the key aspects of portfolio management, from setting investment goals and developing a strategy, to selecting the right assets and monitoring performance. He breaks down complex financial concepts into easily digestible information, making it accessible to readers at all levels of investment experience.

Ray