Q: Hello Peter et al.
There have been questions where the subscriber listed all or most of his/her portfolio. I suspect that reflects a need (and an opportunity) for an expanded service from your company to address and give advice on an investor’s total portfolio.
Such service would be in addition to the regular subscription and would necessitate the investor providing his Investment Policy Statement and financial and personal details. Naturally the service would be in addition to the regular subscription service, and at whatever the going fee is for such service. An investor may desire a review every three or four years.
My wife and I have a total of five accounts which I handle as one large portfolio. No doubt some dogs have slipped into the portfolio over the years (my first investment was in 1961 at the age of 26) and I would gladly pay (no idea of the going rate, perhaps a thousand dollars) for a portfolio review and recommendations (about 32 stocks plus 4 ETFs and a couple of Pfds and Cnv. Debs. There are other organizations that provide that service, but I know of none that carry your credibility.
In my view the service would be a separate niche within your company, with the service only open to subscribers of the regular service.
Your choice on whether or not to publish all or part of the above.
Bob
There have been questions where the subscriber listed all or most of his/her portfolio. I suspect that reflects a need (and an opportunity) for an expanded service from your company to address and give advice on an investor’s total portfolio.
Such service would be in addition to the regular subscription and would necessitate the investor providing his Investment Policy Statement and financial and personal details. Naturally the service would be in addition to the regular subscription service, and at whatever the going fee is for such service. An investor may desire a review every three or four years.
My wife and I have a total of five accounts which I handle as one large portfolio. No doubt some dogs have slipped into the portfolio over the years (my first investment was in 1961 at the age of 26) and I would gladly pay (no idea of the going rate, perhaps a thousand dollars) for a portfolio review and recommendations (about 32 stocks plus 4 ETFs and a couple of Pfds and Cnv. Debs. There are other organizations that provide that service, but I know of none that carry your credibility.
In my view the service would be a separate niche within your company, with the service only open to subscribers of the regular service.
Your choice on whether or not to publish all or part of the above.
Bob
