OTHER SERVICES | Passive Investing

CUSTOM PORTFOLIOS

If you want a fully personalized approach to creating your perfect portfolio, I can help you out with that. My years of experience in studying different ETFs and their specifics will be a great help in finding that personalized "mix" of financial instruments that will be tailored to meet your needs and expectations.

REBALANCING

Most of the investors choose to rebalance their portfolios once a year, but you can do it as often as you choose. To get help on how to actually do it, click on the button.

CONTRIBUTION

Contribution means adding more money to your portfolio. It is usually done once a year, but it can be done quarterly or even monthly. To get help on how to actually do it, click on the button.

REBALANCING & CONTRIBUTION

When you decide to add more money to your portfolio and rebalance it at the same time, the calculations get a little more complicated. To get help on how to actually do it, click on the button.