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My current stock portfolio is under-performing and I want to turn it into a vehicle for near-term gains. The focus is squarely on equities, not bonds or funds, and the objective is clear: a practical plan that can start producing results within the next few months. Here’s what I expect from the collaboration: • A quick but thorough diagnosis of why my existing picks are missing targets. • A refreshed list of stocks with clear buy, sell, and exit levels tailored to short-term horizons. • Concrete risk-management rules—position sizing, stop-loss placement, and profit-taking triggers—supported by solid fundamental or technical analysis. • A simple spreadsheet or lightweight dashboard I can update on my own to monitor performance and adherence to the new strategy. All recommendations should be actionable, data-driven, and explained in plain language so I can implement them immediately without financial jargon getting in the way.
Proje No: 40070044
7 teklifler
Uzaktan proje
Son aktiviteden bu yana geçen zaman 2 ay önce
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7 freelancer bu proje için ortalama $29 USD teklif veriyor

Hi! Here is your Professional Accountant having 12 years of experience in the accounting field. I handle clients for all accounting needs, including Property Business Clients I offer Bookkeeping using QuickBooks, XERO, and Excel. Let’s connect Regards Muhammad Arslanullah
$60 USD 7 gün içinde
6,5
6,5

Hello, I'm Marcos, I live in the United States, and I would be happy to help you optimize your stock portfolio. I enjoy working professionally to achieve reliable results, especially when it comes to investments. My client's best interest is always my top priority. If you wish, I can also advise you on other profitable investments that offer tax advantages and significant returns. I am certified in Investment Management from the University of Geneva, a licensed insurance agent in the United States, and I work for a financial brokerage firm called Experior Financial Group. I also have extensive financial knowledge and am an active investor myself. It would be a pleasure to work with you. My rate is $20-25 per hour.
$20 USD 7 gün içinde
0,0
0,0

Data-Driven Stock Turnaround Using Python & Smart Analytics Dear Client, I can help you turn your underperforming equity portfolio into a short-term, rule-based trading system using Python, data analysis, and clear decision logic. I’ve already built a project where I pulled complete NIFTY 50 data, analyzed it, and integrated it into a website with an AI chatbot for user queries—so this approach is proven. My 4-Step Roadmap: Portfolio Diagnosis (Data First) Analyze your current holdings using price action, momentum, volatility, and drawdown metrics to find why targets failed. Short-Term Stock Selection Python-based screening (trend, volume, RSI, breakout logic) to generate buy/sell/exit levels. Risk Management Framework Position sizing, stop-loss, and profit rules coded and explained in plain language. Tracking Dashboard Simple Excel/Python dashboard to monitor performance and discipline. Everything will be actionable, transparent, and easy to follow—no jargon. If you want I can share that project with you Best regards, Ritesh Singh Bisht Python • Data Analysis • Equity Research
$20 USD 4 gün içinde
0,0
0,0

Hello, I’m an Gitesh Equity Research Analyst, MBA (Finance), and NISM VIII & XV certified Research Analyst, with hands-on experience in stock analysis, valuation, sector research, and portfolio-level decision making. I regularly work on portfolio analysis where the focus is not just analysis, but making decisions that can actually be implemented. I understand your situation clearly an underperforming equity portfolio needs diagnosis, restructuring, and discipline, not theory. My approach will start with a quick but structured review of your existing holdings to identify why they are missing targets (business issues, valuation mismatch, timing, or risk management gaps). From there, I’ll help you build a short-term, equity-only action plan, including: • Clear buy, sell, and exit levels for refreshed stock ideas • Practical risk-management rules (position sizing, stop-loss, and profit booking) • Trade rationale backed by fundamental understanding and technical levels • A simple Excel tracker/dashboard you can update yourself to monitor performance and discipline If this sounds aligned, I’d be happy to review your current portfolio and get started right away. Thanks and Regards
$25 USD 1 gün içinde
0,0
0,0

Hello, I'm Ahmad Zarruq I think what is required is we should study back about the losses and see what improvements we can make. Then, I can offer you short term strategies for trading that synergise well with the current theme. From there we can construct the suitable trading strategies with entries, stop-loss and position sizing in mind. I can make for you a dashboard, trading plan and journal for you to monitor your progress. I have 5 years of trading experience in the stock market and I've been doing equity research and financial modelling. You can check on my profile and I can send you my projects if you need any.
$15 USD 7 gün içinde
0,0
0,0

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