Due to my passion in stock trading and portfolio management. I can offer confidential stock portfolio tuning as a year-end service. Flat fee of $200 (tax deductible) for up to 1-hour counseling. Please text me at (408)516-7236 to schedule an appointment if you are interested in a year-end financial and stock counseling to cover the below topics as some examples:
- How to manage losing stock/position to break even.
- How to manage current portfolio to break even or correct past mistakes.
- How to beat SPY/QQQ performance every year in the future.
- Any other investment questions such as options and futures that are unique to your current portfolio position.
- How to manage and mitigate stress if you have any position making you feel stressed or losing sleep or close to a margin call.
- Other personal investment planning related questions such as house, rental house investment, child education 529, 401K, IRA, Roth etc.
- Or anything else related to your specific financial situation - your money you decide (YMYD).
