Oct 06
Portfolio Analysis for Premium Content Clients
One service I am considering for Premium Content clients is portfolio analysis. I can do this so long as the requests are reasonable in number. How would this work? In investor would send in 20 or fewer tickers and the target percentage for each investment. Then I would run an analysis on the portfolio to determine the projected return and risk. These values would be compared with projected return and risk values for the S & P 500.
The idea is to increase potential return while reducing portfolio risk. If there is interest in such a service, please post a comment to this effect.
While I don’t want to begin this service in full force until the middle of November, I would be willing to examine a few portfolios as a test to see how this would work. I would be willing to look at one portfolio this week if someone wants to list their investments and what their targets are for each investments. No money amounts should be discussed.
Lowell Herr
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