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.
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.
Drop me an email at firstname.lastname@example.org if you are interested.
Disclaimer: I am not a certified Financial Advisor. I will guide you through the process through Fundamental Analysis and Technical Analysis, and point out important points for your investment decision making. I will not make any Buy or Sell recommendation in the review, and responsible for any profit or losses.