Portfolio Review Service
Often popular amongst larger portfolio holders, my portfolio review service gives a tailored strategy for maximising your success on FI, starting from where you are now to where you want to be.
We’ll work together to come up with a plan that works for you, suitable to your trading style and time commitment.
- Strategy and Trading History Review
A full review of your portfolio and decisions to date, with analysis of the habits/areas where you may be able to avoid losses/increase profits in the long term.
- Player by Player Analysis
Detailed player by player analysis with buy/sell/hold recommendations for each.
- Portfolio Restructuring
We'll agree a target ideal portfolio - including the number of players, specific players, and the percentage portfolio value in each player, taking account of the members personal time commitment, trading style and preferences.
- Future Strategy
We'll agree a game plan for the weeks and months ahead based on your preferences and time commitment as well as the direction of travel in the market.
- Follow Up Contact
In the weeks after the review I'll still be there to provide guidance and ensure the changes are progressing well.
Player by Player Analysis - Example Screenshot
Pricing and Suitability
I have reviewed portfolio’s from £20k value all the way up to £300k with £50-80k being a rough average.
To ensure value I would generally not recommend a review for a portfolio of less than £10k.
My fee is 1% portfolio value, with a minimum charge of £400.
If unsure you can enquire for free – I will take a look at your portfolio and if I do not think I can improve it enough to make the review worth the cost it I will not take the job.
Where the portfolio is more than 60 players there can be an additional charge to be negotiated beforehand depending on portfolio size. This is to account for the additional time it takes to review portfolios made up of very large numbers of players.
For new traders I could also assist with the creation of a new portfolio from scratch, tailored to your preferences and interests.
I can typically complete a review in about a week from application and I spend approximately 1-2 working days on each size depending.
How to Enquire
Just email me at firstname.lastname@example.org with subject “Portfolio Review”.
Please attach screenshots of your portfolio and include a quick note on your thoughts on your results so far, how long you have been on FI and anything you can think of about your trading style that might help me.
I’ll take a look and get back to you on whether I think I can help enough to make it worth the 1% charge and we can take it from there.
Disclaimer: Any portfolio that I review will be treated with the exact same care as I would give to my own. Whilst I have had a very successful record to date, past performance is no guarantee of future results.
Be aware that prices can go up as well as down and all views I express at any time are just my personal opinion and not financial advice.
You are responsible for any trades and the results of them that you make on the Football Index.
You should think all decisions through for yourself and be satisfied with them, including through your own research, before making any changes to your portfolio.