5 Steps to building a successful Investment Portfolio
Step 1: Investor Profiling
Every investor is different. Some will take more risk than others. Knowing your profile allows you to find stocks that are right for you.
Step 2: Mentoring
Through regular online meetings your mentor to teach you all you need to know about the stock market. From the very basics of buying your first stock right through to hedging risk in your portfolio.
Step 3: Portfolio Building
Together, we find quality stocks at the right price to buy and build a portfolio of stocks that meets your investor profile. Our average portfolio achieves an annual return of 25.2%!
Step 4: Portfolio Monitoring
We monitor your portfolio with you. We alert you when it is time to sell stocks and when new opportunities arise. Another set of eyes on your portfolio!
Step 5: Daily Support
Your mentor is always on hand to help. We are just a phone call away from 9 am to 9 pm Mon – Fri GMT.
Testimonials From Current Members
LIMITED TIME OFFER!
Free 30min Mentoring Session
We only accept 5 people on this programme each month!
WHAT YOU’LL GET!
We promise to add value during your free mentoring session. Everybody is different with different levels of experience …we will cover whatever is relevant to you such as:
- Online Trading: How to use an online trading platform
- Quality Stocks: What a quality stock looks like and how to find it
- Stock Valuation: What price to pay and what price to sell
- Technical Analysis: Refined entry and exit points
- Income Generation: How to use Options to generate monthly income