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Portfolio
Makeover
 Let me ask you a few questions:
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Are you comfortable with how your portfolio is performing?
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Do you worry about having enough money for retirement?
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Would you like to feel more secure during these uncertain financial times?
If you answered “No, yes and yes” to these questions, I have some information that I
know can help.
One more question for you: Do you have health, car, home, or perhaps even life insurance? What about portfolio insurance? Portfolio insurance, you
say, what is that ??
In many ways what I do is a form of protection, much like insurance.
One of my mentors, Dr. Van Tharp, is an internationally known coach who works with traders and investors all over the world.
He taught me an amazing system that could more accurately be described as a Financial Risk Mitigation
Plan.
Using this system, I've created a comprehensive
portfolio analysis that will point out the strengths and
weaknesses in your portfolio and offer workable solutions for
creating more stability.
Your portfolio analysis would include an assessment of
the following:
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What
size are your positions? How much of any one thing do
you own? If any one thing is more than 4% of your
total portfolio, you could be in trouble. I will
calculate each position size.
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How
much have you lost on any one of your stocks or funds?
The maximum loss the Masters talk about is 1-2%. I
will calculate your losses and what sell points you should
have to ensure you never lose more than 1-2% on any one
thing in your portfolio.
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What
does your asset allocation look like? What % stocks
(US and foreign), bonds (3 different kinds), real estate and
precious metals do you have in your portfolio? Asset
allocation is a critical factor in determining the results
any portfolio will achieve.
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If
you have mutual funds, how good are they and how much have
they cost you?
Your portfolio analysis also includes:
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An
"executive summary" of my findings, as well as my
detailed analysis
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1:1
consultation time with me
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A
specific plan to minimize future losses while maximizing
your gains
I am NOT a financial advisor, nor am I in the
business of selling investment vehicles. I am a financial
educator. Therefore, my recommendations cover general
investment categories vs. specific financial advice.
I recognize that very few financial advisors
know how to minimize losses in a down market. I also
recognize that they are all doing the best they know how.
My goal is that you get to keep as much money in your portfolio
as possible, no matter what the economy or the markets are
doing. And I know with 100% certainty that this analysis
can show you how to save tens of thousands of dollars.
This is the time to secure your future.
This is not a time to take a "hands off” approach, using an advisor whom
you may very well trust, but who may not really possess the
skills or the knowledge to protect you in the midst of this kind
of market.
What this analysis offers you is the opportunity
to work with your investments and your financial dreams in a way
that is very tangible, as well as understandable.
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"Everyone should have a yearly investment
check-up!"
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Dr. Tammy Wong, CEO
Fostering Executive Leadership
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Please feel free to contact me today with any
questions you may have.
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