PRIVATE PORTFOLIO REVIEW

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I received many inquiries from my blog readers and my students asking me to help them to review their current investment portfolio. I have decided to conduct a Private Portfolio Review with a small fee.

I am licensed to provide Investment advisory and construct an Investment Portfolio.

Approach

  • Portfolio Balancing by Sectors
  • Stocks Analysis using Fundamental Analysis. I will point out whether the stock is fundamentally good or bad, whether have any upside potential, or whether over value or under value.
  • Trend Analysis using Technical Analysis. I will point out the upside potential and down side risk.
  • Setting up Investment / Trading Rules base on the risk appetite, tolerance and objective.

 

Fee Based Consultation: Build a REIT Portfolio to meet your Passive Income Goal

(1) Understanding your investing objective and your passive income goal
(2) Analyse your Personal Investing Risk Profile
(3) Recommend a suitable Asset Allocation to you, and assess what is the right allocation % of REIT in your portfolio base on your current financial health and life stage. ** Note: this is an important step because this is Risk Management for your own investment **
(4) Personalise a diversified REIT portfolio with risk minimizing strategies
(5) REITs recommendation and allocation for your portfolio
(6) Help you to monitor and manage your REIT portfolio (i.e. I do all the works for you) – annual advisory fee applied (optional).

Send me an email marubozu@mystocksinvesting.com if you are interested.

 

Testimonial

 

After attending Marubozu’s classes, we sought his help to guide us in a private  portfolio review.  His approach was relaxed, patient and supportive as he steered us beginners through the intricacies of stock analysis.  He also gave us many clear and useful pointers to follow up on our own after the session.
Marubozu’s competent, insightful and pragmatic guidance enabled us to escape significant losses just in time.  We are grateful for the very helpful tuition he provides.

 Koh’s Family

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