a session that suits you
Investment coaching
Need a plan for your investments or inspiration for the next steps?
Book an coaching session and get personalized advice on your investment journey.
Description
If you’ve already invested in shares, you’ve taken the most important step. However, you may still need coaching to improve your investment process and take your portfolio to the next level.
Get a fresh look at your portfolio and input to increase your return and limit your risk.
We will have an initial dialog and agree on the scope and time commitment based on your specific needs and wishes.
Contents
We’ll have an initial, no-obligation dialog and agree on the scope and time commitment based on your specific needs and wishes. Sessions typically include:
- A review your existing portfolio and input for improvements, e.g. ensure you have a diversification and allocation that matches your time horizon and doesn’t keep you up at night when the market takes a nose dive (which is most certainly will).
- Follow-up and update your existing portfolio, e.g. quarterly or semi-annually, so you can take advantage of market dips and rises.
- Motivation to ensure you stick to your investment plan and put the necessary trades into practice (sounds easier than it often is).
- Sparring on specific issues or analysis of companies, including valuation of listed and unlisted companies.
Is this session for me?
- You typically already own some stocks, but want to build a plan for your future portfolio or to dive deeper into specific companies or investment topics.
- You are able to invest more than $50,000 (otherwise the cost of sparring is simply too high and you’re better off saving up and buying index funds).
- You are committed to building wealth. A good process requires you to set aside some time for preparation, such as sending a list of your existing securities/custody accounts. Typically expect an hour of preparation for each 1:1 session.
Price
The price for investment coaching is based on a fixed hourly rate and the number of hours that makes sense for your situation.
Send a short email with your contact details and I’ll call you for a non-binding dialog. It doesn’t cost anything.
All conversations are confidential.
The fine print
Disclaimer
Børsgade ApS is not authorized by the Danish Financial Supervisory Authority or other financial authorities. The coaching services offered are not intended to act as an investment advisor or financial advisor, including providing personalized recommendations for buying/selling specific stocks.
Instead, Børsgade recommends funds, ETFs and listed companies that we believe are great buys across Børsgade’s customers. You should seek a licensed investment advisor or financial advisor if you need specific stocks recommendations that is tailored to your unique circumstances.
Please click here to read Børsgade ApS’ terms and conditions.
Need a coaching session?
Professionally, I work as Portfolio Manager responsible for a Danish Family Office with a portfolio of +100 million DKK. in addition to my work here at Børsgade.
Professionally, I have 15 years of experience from PwC’s Forensics department, Head of Operational Risk Management at Nets and most recently Security Officer at Danish pension fund ATP.
