The operating system for portfolio careers

You are probably earning 30% less than your portfolio is worth.

Six questions about your streams, your rates, and your visibility. See your effective hourly rate, your energy map, and the one stream you are underpricing.

Start your free audit Join the waitlist →
150+
Portfolio professionals audited
85%
Were vastly undercharging

Inside the product

Every Monday, your three highest leverage decisions. Already drafted.

The Portfolio Method reads your data and writes your week for you. The three moves that matter most, drafted and ready, so you stop deciding what to do and start doing it.

9:41 • • •
Insights
Energy
Audit
Weekly
Your audit
Today

The stream you lead with publicly is the one you have the least energy for. Fix that first.

5/10
Energy
3/10
Money
3/10
Visibility
⚡ Energy
Today
Week
Insights
Progress
£
Money
Your audit, in one glance.
9:41 • • •
Your week
Week of 20 Apr

Three decisions to make this week, ranked by what they move.

1 of 3 decided
Rate decision
Raise your Advisor rate by 40%
Peers at your level charge noticeably more. Your renewal is on the 15th.
See your rate benchmark
Boundary decision
Decline the panel on the 22nd
Speaker is 2/5 energy. This one is below your break-even.
Draft decline
Today
Week
Insights
Progress
£
Money
Three decisions. Drafted actions. One tap to send.
9:41 • • •
Progress
94TODAY
Energy Method
11 / 30
Day 11
📖 Where You Started
Audit Day 1
Overwhelm at audit
Sometimes
Starting energy per stream
Advisor
−1.7
Speaker
+1.5
Founder
+2.0
Today
Week
Insights
Progress
£
Money
See what is actually working.
Join the waitlist

Be first in when it opens.

The audit

Start with what you actually earn.

Most portfolio professionals have never calculated their effective hourly rate across all streams. The number they find is rarely what they expected. Most find at least one stream they have been significantly undercharging, and one they did not realise was their most efficient use of time.

Six questions about your streams, your rates, and your energy. Your archetype, your scores, and your first three moves. Free, and ready the moment you finish.

Take the free audit
⚡
Energy
Know where your energy goes

Rate every stream on the energy it gives you versus the energy it takes. Find the streams that cost you more than they earn.

9 in 10 portfolio professionals have their highest revenue stream misaligned with their highest energy stream.
💷
Money
Price your work with data

See what your effective hourly rate actually is across every stream. Identify the pricing gap and the single biggest lever in your portfolio.

1 in 2 portfolio professionals have never calculated their effective hourly rate.
👁️
Visibility
Be known for what you offer

Find the gap between the role you are currently known for and the one you want to lead with. Close it with data, not more posting.

86% of portfolio professionals are known for a role they do not want to be known for.

The cost of not knowing

The professionals most likely to undercharge are not the ones who lack confidence. They are the ones who lack data.

Without a calculated effective hourly rate across all streams, every pricing decision is a guess. Without a map of where energy goes versus where revenue comes from, the most draining work often gets the most time.

This is for you if

You are not new to this.

You have more than one income stream, or you are building toward one.
You have said yes to work at a rate you knew was too low, because you did not have a strong reason to say no.
You calculate your income annually but have never calculated what each stream costs you per hour to service.
You know roughly what you want your portfolio to look like in three years, and you have no concrete plan for how to get there.
You are experienced, capable, and earning less than the market would pay you if you were better positioned.

The Portfolio Method

A subscription for portfolio professionals who want to run their careers on data rather than instinct.

Your audit is the front door. The app is the product, and it is opening soon. Join the waitlist to be first in.

What the app includes

  • Your personalised audit, updated as your portfolio evolves
  • Daily energy check ins across your streams
  • Ninety minute focus sessions with attention tracking
  • Weekly Method planning
  • Revenue tracking against your goal
  • Progress scoring and behavioural insights
  • Money Method benchmark access
  • The Wins Board community
  • Monthly live Method sessions with June
Take the free audit

The audit is free. The app is opening soon. Join the waitlist for early access.

"I have been a portfolio professional for over a decade. The people who compound their careers are not more talented than their peers. They have better data about their own value and they act on it."

June Angelides MBE

Founder, The Portfolio Method · Venture Partner, Samos Investments · Board Director, Ruka Hair, Jude, Code First Girls · Mother of three

MBE Venture Partner Board Director LinkedIn Top Voice FT Featured

Common questions

Before you start.

How long does the audit take?

Five minutes. You answer six questions about your streams, your rates, and your visibility. Your portfolio type, scores, and first three moves are ready the moment you finish. Nothing to pay and no account needed to start.

What is in the app?

The full Portfolio Method app: daily energy check ins, ninety minute focus sessions with attention tracking, weekly planning, revenue tracking, the Wins Board community, and monthly live Method sessions. It is opening soon, and the waitlist gets first access.

Do I have to pay for the audit?

No. The audit is completely free and there is no account needed to start. Your results are ready the moment you finish.

How do I get the app?

The app is opening soon. Join the waitlist and you will be the first to know when it goes live, with early access before it opens to everyone.

Is this for people with established portfolio careers?

No. The Method works for anyone with one or more income streams, whether you are already living it or building toward one. The audit meets you where you are.

What happens after I complete the audit?

Your results are ready instantly. You get your portfolio type, your energy score, your money gap, and three specific next moves. There is nothing to pay and no account needed to start.

Know what your portfolio is actually worth.

Three minutes. Your effective hourly rate, your energy map, and your visibility gap, calibrated to the portfolio you already have.

Six questions. Your portfolio type, your scores, and your first three moves. Free, and ready when you finish.

Start your free audit