Stocks & ETFs
How well is your portfolio set up?
Eight questions on costs, diversification, allocation and behaviour, a score and three concrete recommendations. On request we look at your portfolio personally, without selling products.
Step 1
Portfolio Check
Eight questions on costs, diversification, allocation and behaviour: how well your portfolio is set up, with a score.
Step 2
How well is your portfolio set up: request an offer
Personal review without commission.
- Score from costs, diversification, allocation, concentration, savings plan, rebalancing and behaviour
- Three concrete recommendations you can implement yourself, without new products
- Personal portfolio review on request: we look at positions, costs and tax
- No commission, no referrals: we do not earn on what you buy
Prefer to talk?
Phone and WhatsApp: +49 1577 5588 888, weekdays 9 am to 6 pm CET.
Frequently asked questions
Is this investment advice?
No. We explain mechanics, costs and diversification and give assessments of structure, not recommendations on individual securities. For legally binding advice you need a licensed adviser, whom we can name on request.
What does the personal review cost?
The first assessment nothing. A detailed review with a report is agreed at a fixed price stated in advance.
Do I have to send account statements?
Only a portfolio overview with positions and costs, without account numbers. We delete the data after completion.
Do you sell funds or insurance?
No. No product, no commission. That is the reason the assessment can be honest.
