Investment portfolio review

Hi, I can assist you; I have relevant expertise in investment portfolio, financial analysis, projection, and decision-making, ratio analysis. Professional Accounts and finance Manager, ACCA (UK), CAT-Certified Accounting Technician (UK), and MBA-Finance with more than 14 years’ experience: Financial reporting/analysis, Ratios, periodically analyzing, Taxation, management accounting, Budgeting/Forecasting/projections. Capital Budgeting (NPV, IRR, Payback Period, WACC (Weighted Average Cost of Capital), Accounts Managements, Corporate Finance, Accounts/Bank reconciliations, Receivable/Payables, ERP, Oracle, Quick Book Xero and sage 50, Writing Business plan, critical essays, all management subjects Excel, Word, and presentation of PowerPoints, Waiting for your positive response Kind Regards, Habib

Hi, I am a Finance & Accounting Professional with MBA Finance, CMA qualifications and have experience in Investment banking functions. I have expert knowledge & working experience in International Investment funding, portfolio & analysis and would be able to work in the project, as per your requirements. The above would be delivered with high integrity within agreed timelines. Quality is the essence of my delivery and I get into specific details for clarity and efficiency. Looking forward to work with you, Thank you

Dear client, I have a strong background in handling technical projects like the one you have posted. I am confident that I can complete the task effectively within your stipulated timeframe. Let's chat further about the specific details you wish to be covered. Best regards.

Hi there, I have read your project description and i'm confident i can do this project for you perfectly.I still have a few questions. please leave a message on my chat so we can discuss the budget and deadline of the project. Thanks. ..

Investment portfolio review After reading your project details, I feel, I am the best option for you to fulfill this project with 100% perfection. I am working in this industry since 2014 and I have served more than 1200 clients with a full amount of satisfaction. I can deliver your work within your given deadline and budget. Please give me a chance. I PROMISE, You will find it GREAT. Thanks, please send me complete details via chat.

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I shall provide you a mix of stocks in one portfolio which will have strong financials, business model, branding moat, and sustenance in the industry, which you can keep forever. I can provide both an SIP based monthly investment plan or lumpsum, one time investment portfolio. Before I tell you more, let me tell about myself, I have been an investment consultant, market research analyst, personally a trader and investor, so if you want a pro, to handle your portfolio please feel free to message. If you have a portfolio already and wish to have a second review, or a fundamental or technical review please message i provide first 15 min free for understanding and consultation process.

I am an experienced lawyer, admitted attorney and investment analyst who is more than able to analyze and conduct a review of the investment portfolios mentioned and a wide range of associated issues. I possess a Master of Laws degree in International Investments Law and I have extensive knowledge of investment matters coupled with relevant experience. Kindly message me and we can discuss further.

Hi Alex, bellow I have a short bio and then a longer one, feel free to look through them. Short : - I trade stocks from all of the US sectors, as well as Gold and Oil. - Very very strict risk management rules. - Swing-style trades, no day-trading. - Fundamental and technical analysis. - I document my trades for proof. - I follow 750+ stocks, so I see opportunities almost every day. Long : - I will keep the presentation as short as possible, but at the same time, as informative as possible. Now, a bit about my strategy : I only look at US stocks, US sectors, gold and oil. Trades are swing-style position trades and can take anywhere from a week to a couple of months to play out (this all depends on how the overall market is moving and what the individual sector, that the stock is in, is performing). I monitor the positions and sectors daily and make adjustments before the market closes. - Risk control/management : One of the most important things in this business, and I've gotten better and better at it over time, which could be shown by the % losses/position I was getting in the beginning, compared to now - Asset allocation : spread out between most of the US sectors I am looking at all the sectors daily, but my strategy is designed to look only for undervalued opportunities - Stops are set at 5-10% drawdown per position and targets are anywhere between 15-50%/position. - Obviously I can go into a lot more detail about the strategy and myself, feel free to reach out.

Optimal investment means that the portfolio returns the highest at a give level of risk. Am CPA Dr Amos Tayari PhD Finance, MSc finance with many years of investment experience in the stock exchange. I can deliver more than your expectation. Contact me

i m a equity research analyst,as well as portfolio management,as well a alternate investment advisor, currently working as SCALPER in INDIA