Investor
e.g. Trader package, Valpsy company valuation (https://riskoffrobert.com/wp-content/uploads/2023/03/cegertekeles-masolat_compressed-1.pdf), business consultancy, individual or group coaching, etc.
- A portfolio built of government bonds in majority but still generates higher returns than government bonds
- Reference return is the performance of euro and dollar government bonds
- 2 times a month, up to 3 hours
- I help you learn and gather information on your own to save many paid consulting hours
- Basic tax knowledge
- If you need help with certain settings
- If you have account opening or selection difficulties
- If, despite instructional videos and support, you cannot solve a technical problem, for example on the trading platform
- If your account liquidity or capital is at risk due to a failed order or other unexpected event
- When you need individual advice on a specific problem
- When you want to insure your portfolio against big losses
- When you get stuck during portfolio setup
- At least 6-month subscription starting with a 14-day trial period
- Selected and customized package, so minimum parameters specified in the description can be increased with individual extras
Can I invite you to a project assessment?
Fill in the contact form below so I can send you more details.