Portfolio Review

For a limited time, book a 30-minute Zoom 1-on-1 portfolio review session with me for only $199.

I'm offering portfolio review service to all free and paid members. In this session, I can go over your portfolio and discuss your concerns*. Just to be clear, I won't give you stock tips, but I'm happy to discuss the investment you have picked.

Leave your email address in the payment, and I will send you a Calendly link for scheduling the Zoom session.

*Disclaimer: For Educational and Informational Purposes Only

By purchasing and participating in this portfolio review, you acknowledge and agree to the following:

• Not Financial Advice: The information provided during this review is for educational purposes only and does not constitute professional financial, investment, or tax advice. I am not acting as your fiduciary or licensed financial advisor.
• Risk of Loss: Investing in securities involves significant risk. Past performance is no guarantee of future results. There is always a potential for loss of capital when investing in the stock market.
• No Liability: I am not responsible for any investment decisions, profits, or losses you may incur. All investment actions taken based on the information provided in this review are at your own sole discretion and risk.
• Due Diligence: You should consult with a licensed financial professional before making any major investment decisions.