PI Financial - experience. driven. 7 Steps to A Better Portfolio

Reviews

High Praise for 7 Steps…

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 Canmore, AB

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 management, and cost-conscious investing. The author does an excellent job of explaining these concepts in a way that's accessible to both novice and experienced investors.

Moreover, the book goes beyond just financial advice; it delves into emotional resilience and the psychological aspects of investing. It encourages readers to think long-term and instills confidence in navigating the unpredictable world of investments.

7 Steps to a Better Portfolio is a valuable resource for anyone looking to improve their investment strategy. The author's approach is both insightful and practical, making it a must-read for those seeking long-term investment success.

Devin Hartley (Amazon reviewer) Canada

I enjoy reading good investment books written by financial professionals and journalists. And there's often a distinction between the two. This book was written by a professional financial advisor who works in the trenches, at kitchen tables and back yard patios of real people: real clients. His broad knowledge of personal finance and (just as important) human nature shines through in this well researched, wise guide for investors. If your own mind has leaned towards speculation (whose hasn't?) this book serves as magnetic north, bringing us back in alignment with the distinction between "possibility" and "probability." Sure, you might marry Madonna next month. No matter who you are, that's possible. But it's not probable. Smart investing is about enhancing probabilities. This book does a good job bringing investors back to that reality. If we all read pieces of this book every day (and start back at the beginning when finished) it would inoculate us from the noise that derails so many people's investment plans.

Andrew Hallam (Amazon reviewer) Canada

7 Steps to A Better Portfolio by Edward Goodfellow is a must-read for anyone looking to take control of their financial future. As a seasoned financial expert and trusted advisor, Edward brings a wealth of knowledge and experience to the table, presenting readers with a clear, concise, and actionable plan for creating a better portfolio.

Marli R (Amazon reviewer) Canada

Goodfellow's book explores important investment variables that you can control to better navigate the unpredictable aspects of investing.
"7 Steps" is not only a guide to improving your investment strategy but also a framework for developing emotional resilience, forward thinking, and confidence in the uncertain world of investing.
If you're seeking to take control of your financial future and make more informed investment decisions, this book is a must-read. It's a practical guide that will empower you to be a more accountable and confident investor.

Grace Jackson Canada

7 Steps provides a framework for investing success. Edward Goodfellow is an experienced finance professional and has put his experience to good use. Successful investing is about a process which maximizes the probability of success.
Very readable book with great real life examples. Highly recommend.

Ian Gazard (Amazon reviewer) USA

"7 Steps to a Better Portfolio" by Edward James Goodfellow is a valuable guide for anyone seeking to improve their investment strategies and make informed decisions in the world of finance.

Goodfellow's book addresses the fundamental desire that many of us share: the quest for improvement and betterment, whether it's in our personal lives or, in this case, our investment portfolios. The author acknowledges that while some investors may focus on market timing or stock picking, this book takes a unique approach by concentrating on creating a robust portfolio process and structure to enhance the chances of long-term investment success.

The "7 Steps" outlined in the book serve as a comprehensive framework for constructing a sound investment strategy. They cover essential aspects of investing, such as global asset allocation, diversification, risk management, and cost control. These steps are not just about maximizing returns but also about minimizing risks and optimizing the overall investment experience.

What sets "7 Steps" apart is its emphasis on empowering investors to manage the variables they can control, which in turn helps them navigate the often uncertain and volatile world of investing. The book encourages readers to be accountable, think proactively, and build emotional resilience, instilling confidence in their investment decisions.

Edward James Goodfellow's approach is grounded in financial science and rational decision-making, making this book a valuable resource for both novice and experienced investors. It provides a structured and thoughtful guide to crafting a portfolio that aligns with one's financial goals and risk tolerance.

For anyone looking to enhance their understanding of investment principles and construct a more effective portfolio, "7 Steps to a Better Portfolio" is a well-structured, informative, and actionable guide that will help pave the way to improved investment success.

Booksforbadal_l (Barnes and Noble reviewer) UK

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 management, and cost-conscious investing. The author does an excellent job of explaining these concepts in a way that's accessible to both novice and experienced investors.

Moreover, the book goes beyond just financial advice; it delves into emotional resilience and the psychological aspects of investing. It encourages readers to think long-term and instills confidence in navigating the unpredictable world of investments.

7 Steps to a Better Portfolio is a valuable resource for anyone looking to improve their investment strategy. The author's approach is both insightful and practical, making it a must-read for those seeking long-term investment success.

Anjali Sharma

7 Steps to A Better Portfolio can teach you how to avoid the biggest mistakes in investing and achieve your financial goals.

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