FoolProfit Portfolio X-Ray
A Routine check-up saves you from unexpected surprises: market swings, stock losses or taxes.
- Do you have a trading plan?
- What is the investment plan and growth strategy for your portfolio?
- Or you are randomly investing without any plan like 99.9% investors?
- Is your portfolio underperforming the index or your benchmark distribution?
- Are you just holding the loss-making stocks?
- Does your portfolio have an uneven distribution of some stocks with huge profits and several with massive losses that you keep hoping will eventually recover?
- Are you hitting frequent stop losses in your trading strategy?
- Is your portfolio too complex to manage and you don’t have time to keep on top of it?
Do you want to confidentially review your portfolio with someone unbiased to see if you are on right track?
FoolProfit Portfolio X-Ray thoroughly reviews your portfolio. It evaluates your holdings from every angle. Based on your objectives, whether short-, mid- or long-term, assesses your current holding and provides an unbiased opinion. We provide a confidential written diagnostic report based on our evaluation. We give you the prescription; the choice is yours. Our goal is to keep it simple; simpler the better.
We charge you for the time spent by our financial experts to review your portfolio and provide you the FoolProfit X-Ray report. Quick X-Ray start at Rs. 3000. Please email us at contact@foolprofit.com for more details and discuss your situation further.