Financial Planning Fridays #146: Your Investment Performance

Hi friends, to make smart financial and investment decisions, you need to clearly understand how your portfolio is performing. At Presilium, we hold all of our client accounts at Fidelity, which means you have real-time access to your investments and performance through Fidelity's website and mobile app. You also receive detailed monthly statements directly from Fidelity.

But we believe our clients deserve more than just the raw data, so we go a step further. For every review and planning conversation, we use award-winning software from Black Diamond to create comprehensive reports that bring clarity to your investment allocation and performance. Here are a few key areas we highlight.

First, your total investment allocation. This is the foundation of your long-term return and a key driver of how your portfolio behaves over time. Second, a performance overview. We show the performance of your total portfolio over a variety of time periods, by quarter, by year, and so on, so you always know exactly what has happened in your accounts. Third, and finally, historical investment detail. You'll see how each position has performed since the day it was added to your portfolio, including returns by year and current unrealized gains.

This report gives you a clear, confident view of your investments, and it sets the stage for meaningful conversations about the best way forward to reach your long-term goals. Thank you, and I look forward to talking with you again next Friday morning.