1) HOLD/SELL/ADD MORE
– if the stock is expected to perform well within your holding period – HOLD
-if the stock is expected to decline – SELL
-if the stock is below your entry price and in loss, at the same time if it is not over
allocated within the portfolio then ADD MORE to average your price.
Expected short term and long term Target levels
Stop loss level to maintain for risk management
Key support and resistance levels to lookout for
For those with curiosity to know and learn- Short summary of the analysis
that went behind each stock in your portfolio
4) PORTFOLIO TRACKER
I will built you a neat tracker on Google sheet and walk you through the
usage when you take portfolio analysis. This will have live prices and
automatically update the profit loss amounts and percentage, distance
from profit and loss, will assist you in capital management in your future holdings.
5) EASY RETAINER
You can avail the portfolio analysis every quarter or 6 months and ensure
you portfolio is on the right track to achieve your portfolio goals (additional fee).
6) MUTUAL FUND
This is not limited to stocks only, you can include mutual funds also for analysis.
Count one MF as one stock.
CLICK TO VIEW SAMPLE REPORT