You ARE In!Make Your Best PortfolioOne Session • Practice • Get Feedback
Good investing is a lot more than just picking stocks. How you put together and manage a portfolio matters a lot to your financial success. In this 90-minute one-on-one coaching session, you'll learn the skills to create and manage your best-ever portfolio based on the techniques and teachings of some of the best investors in the world, such as Warren Buffett and Howard Marks.
|
|
|
COURSE STRUCTURE
The session's syllabus is as follows:
Part OneMinutes 0 to 5: We start by getting to know you and reviewing the answers to the questions you have answered during the enrollment process. Minutes 5 to 35: We review your current portfolio and identify the risks you are taking above and beyond the usual beta and volatility risks. This includes assessing your real investment return, your performance against the alternative of sitting on your hands and investing in the market indices. Please note the session would go much smoother and be much more valuable if you have already replicated your portfolio on Stock Card's My Portfolio feature. Part TwoMinutes 35 to 65: We focus on how you can correct the risks and create a personalized action plan to manage the risk. This includes doing the calculations to identify the optimal number of stocks and ETFs to own. Template: You will receive a template you can use to manage your portfolio, self-identify the risk of permanent loss of capital, and calculate the optimal number of stocks and ETFs to own in your portfolio. Part ThreeMinutes 65 to 90: We review a few genuine scenarios and examples and answer your questions. After the SessionAfter the SessionYou will receive your personalized portfolio management template within 24 hours after your session. This template includes the summary of our one-on-one coaching session and discussions. If you have any follow-up questions, you can ask me via email, and I will answer them as soon as possible, in most cases, in less than 24 hours. FAQ
How do I enroll? You can enroll by visiting the program calendar and booking the available day and time that works for you. Follow the steps to complete your payment and enroll. What happens after I enroll? Once you complete your enrollment, you'll receive a confirmation email and text message (if you choose to), which includes the instructions to join the session on the selected day and time. How do I join my session? Each session has a unique link included in your confirmation email. You must click on that link to join your session. On the day of your session, you will receive a reminder one hour before the start of the session. All the sessions happen on the Zoom platform. We have the first 5 minutes of the session to ensure you can log in and access your camera and microphone. What if I need to change my session's date and time? You can change or cancel your session up to 24 hours before the start of your session. The link to change and cancellation is available in your confirmation email. What if I'm late for my session? As the CEO of Stock Card, I have a limited time available for these one-on-one coaching sessions, and I book them back-to-back. There is a 5-minute grace period between each session. We must start on time, and the program requires 90 minutes. If you arrive late, I cannot begin the session, and you will receive prorated credit for Stock Card VIP access. Is there a refund? The program fee is non-refundable 24 hours before the start of the session. Please do so if you need to change or cancel before the 24-hour deadline. However, you will receive a Stock Card VIP credit prorated to the program fee. When do I receive my 6-month Stock Card VIP access? In the follow-up email, you will receive your VIP access code after your one-on-one session. You can apply this unique access code once you upgrade to Stock Card VIP. What if I'm already a Stock Card VIP user? Thank you for being a VIP user. We will extend your current Stock Card VIP access by three months after you complete your one-on-one coaching program. Can I record my session? You can request to record the session, and you will receive the recording within 24 hours after the session. I have more questions. How can you help me? Please use the live chat box on StockCard.io, or email [email protected]. Randy, Stock Card's admin, will be able to answer your questions. |
Other Resources
|
IMPORTANT: I'm not an investment advisor, and neither I nor Stock Card is affiliated with an investment advisory firm. These sessions are NOT investment advice. I cannot advise you on what to invest in or how to manage your money. I will not be able to manage your money either. Please speak with a professional investment advisor if you need advice.
© 2024 StockCard.io. All Rights Reserved.
Disclaimer: StockCard.io is not, neither operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on StockCard.io and Stock Card Weekly represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute, investment advice or recommendations. The Stock Card team may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. In no event shall StockCard.io be liable to any subscriber, visitor, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on StockCard.io, or relating to the use of, or inability to use, StockCard.io or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way.
Disclaimer: StockCard.io is not, neither operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on StockCard.io and Stock Card Weekly represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute, investment advice or recommendations. The Stock Card team may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. In no event shall StockCard.io be liable to any subscriber, visitor, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on StockCard.io, or relating to the use of, or inability to use, StockCard.io or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way.