Comprehensive Stocks & Mutual Funds Analysis
Budget: $30 – $250 USD
I'm seeking a skilled analyst to evaluate my BSE and NASDAQ portfolio. The analysis should encompass both technical and fundamental perspectives.
Key Responsibilities:
- Performance Evaluation: Assess the current performance of both stocks and mutual funds in my portfolio.
- Investment Recommendations: Provide insightful investment recommendations based on the analysis.
The ideal candidate for this project should have:
- A robust understanding of both technical and fundamental analysis.
- Proven experience in performance evaluation and making investment recommendations.
- Strong communication skills for regular reporting.
Please note that this will be a long-term engagement with regular reporting.
1) organize and track bonus, split , dividend of stocks and Mutual funds
2) Weekly reports on tax, change, account verification, performance of portfolio and decision to add / updates
3) reasons for volatility, multibagger ideas
4) any key information
Key Responsibilities:
- Performance Evaluation: Assess the current performance of both stocks and mutual funds in my portfolio.
- Investment Recommendations: Provide insightful investment recommendations based on the analysis.
The ideal candidate for this project should have:
- A robust understanding of both technical and fundamental analysis.
- Proven experience in performance evaluation and making investment recommendations.
- Strong communication skills for regular reporting.
Please note that this will be a long-term engagement with regular reporting.
1) organize and track bonus, split , dividend of stocks and Mutual funds
2) Weekly reports on tax, change, account verification, performance of portfolio and decision to add / updates
3) reasons for volatility, multibagger ideas
4) any key information