Update Your Strategy

Tell us how you have evolved so we can adapt your strategy

Take our questionnaire

Name

Last Name

Email (use your account email)

Your current portfolio name

Additional information about your current portfolio (

1. What is your age range?

2. How long are you planning on investing?

Less than a year 1 to 5 years 6 to 10 years More than 10 years

3. How would you rate your level of experience when it comes to investing in stocks, bonds or any type of fund?

4. What is your current yearly income before taxes?

5. What is your approximate net worth?

6. How much would you want to invest?

8. What assets are you most interested in having in your portfolio?

Stocks Corporate Bonds Treasury Securities Commodities & Alternative Investments

10. Imagine that the stock market has lost 20% of its value in the last 6 months. I own a stock that lost 25% of its value in that same period. What would you do?

I'd see it an an opportunity to buy more shares I'd hold my shares and wait I'd sell part of my shares I'd see it as too risky and sell all my shares

11. Choose one of the following portfolio scenarios assuming you invested $10,000 last year:

12. Have any further comments or requests?

Achieve more

Update Your Strategy

Here are the simple steps to update your current optimal portfolio:

Fill out the Investor Questionnaire
Check your confirmation email
We will process your portfolio within 24 hours
We will send you an email with your strategy
Follow the instructions on the email with your personal, optimized portfolio

With your Pro Subscription, you have a total of 1 free Portfolio Strategy Updates included, we will charge you a small one-time $5 fee per additional update.