Portfolio and Strategy Review and Guidance

Struggling to decide what to hold, what to trim, or how to size your trades as market conditions change?

In this one-on-one session, I’ll review your portfolio and trading strategies, highlight hidden risks and opportunities, and give you a practical, easy-to-follow plan you can implement immediately.

What you’ll get

• Comprehensive portfolio review: asset allocation, concentration risks, and rebalancing ideas.
• Strategy analysis & optimisation: examine your entry/exit rules, position sizing, stop placement, and performance drivers.
• Market-context guidance: actionable adjustments based on current macro and market structure (short-, mid- or long-term view).
• Trade ideas & watchlist: high-probability setups and scenarios to monitor.
• Clear next steps: a concise action plan and risk-management checklist you can use after the call.
• Follow-up summary: short emailed recap with the main recommendations and any charts discussed.

How the session works

1. Book a 60-minute video call (custom durations available).
2. Share your portfolio summary or sample trades before the session (spreadsheet, screenshots or platform statements).
3. We’ll have a candid two-way conversation — I’ll ask questions, explain observations, and we’ll test alternative approaches together.
4. You leave with practical changes you can implement right away and a follow-up note summarising the plan.

Who is this for?

• Active traders and investors who want to improve risk-adjusted returns.
• Discretionary traders who need clearer rules and better position sizing.
• Investors with a portfolio that feels “stale” or unaligned with current market dynamics.
• Anyone who wants confident, data-driven guidance — from beginners to experienced market participants.

Why work with me?

As an active trader with several years of hands-on trading experience and structured technical training (CMT candidate), I combine practical market experience with disciplined analysis. My focus is on simple, repeatable improvements that reduce stress and improve outcomes.

Ready to sharpen your edge?

Book a session now — we’ll turn confusion into a clear, implementable strategy. Limited slots available each week to ensure focused, personalised attention.