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.
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 firstname.lastname@example.org if you are interested.