A FREE 20 minute video call is included. Please reach out. Kindly gather your thoughts and prepare your questions in advance to maximise the use of time.

Please do. Questions will be addressed on a best efforts basis. However, unfortunately, requests for market predictions and security recommendations, complex questions or those requiring detailed or time-consuming answers are unlikely to be adressed.

While portfoliocoach is not an advisory service, if you would like to discuss particular topics (interest rates, gold, currencies, etc.) or securities (valuations, fundamentals, technicals) to make more informed decisions, or seek general guidance, please feel free to request a chat. An agreed fee may be charged.

Investing can be made to be as simple or as complex as one desires. And, to add, complexity is hardly associated with outperformance. As for the uncertainty of markets, this challenge is as applicable to professional investors as to personal investors. Although a professional may know more than a non-professional, this knowledge still constitutes only a very small fraction of what there is to know. The real challenge in our view is not lack of knowledge about what to do but having the perseverance, patience and prudence to adhere to what we know.

We believe the participation of an investor in his or her investment portfolio is an important ingredient to long-term success. If an investor has little time or interest, a portfolio can simply be constructed to require low involvement - limited need for monitoring and decision-making.
This platform is designed to help investors manage their own portfolios. We soon hope to provide programs that support investors in adhering to their investment goals. Think of this as personal training for your portfolio!