Topic: Portfolio Management services (Read 357 times)

It seems like you are doing really well on the field of work you are up to but it would make it hard time for you seeking for potential clients here in the forum for the most important concern that people are talking about is the credibility of you as a portfolio manager because we already do know that there are lots of scammers out there that are just doing a nice marketing strategy to attract many people to get into their service but comes on the same end scamming people. I am not saying that you are like that but people will be normally thinking of that way. Also, people in here is already working out managing their portfolios learning on their own so most probably the case is that they will just tend to do it on their own instead of trusting other people to do it for them. It is really hard to trust anyone at this time for there are certain trust issues and concern being raised upon this industry.

Valid point! I get your perspective.
So here is how I do it and I am okay with you not trusting. You have your reasons to doubt and I respect it one 100%
There are 2 ways:

1) When I take the client's portfolio which means the login details, the account allows for you to lock your withdrawal which means people can trade from your account but they cannot withdraw. For withdrawal, you have some other permissions, email authentication and things like that which makes sure I do not transfer your funds. And that is a trust factor.

However, we take this option only when the client himself is not okay with option number 2 which is:

2) I do the following:

a) Understand your investment amount
b) Understand the risk appetite
c) Understand the time frame of investment
d) Share the returns of high risk, high to moderate risk, moderate risk, moderate to low risk and low risk profile. Then discuss and understand the clien't appetite and return expectation,
e) Having done, I divide the client's portfolio into 3:

i) Top coins
ii) Moderately risky coins
iii) High-risk coins
The proportion varies on all the other factors.

e) Based on my research of different coins I ask the client to invest - This is done over Skype, Whatsapp, Phone call and if okay, Email as well.
f) The capital is divided into 4: Trading fund, short term investment fund, medium term investment fund and contingency fund
g) After all this is done, coins are given to invest from a 3-month horizon, some from a 7-day horizon and some positional trades to be entered and exited in a couple odays. At any point, 25% of the capital is not invested as this is a contingency fund - In case I am wrong, I have something to hedge, rebuy, and things like that.

Help them with coins, entry points and exit points. Since different time zones are different, not everyone is available all the time which is why some of the clients ask for options which is when I suggest Option #2. But it is always good to let the client keep the funds. That eases up my work as well. You do the trading, get the profits, share shreenshots and PayPal me my portion of the profits.

That's how I have been functioning for now. I personally prefer option #2 as well, which involves a 1hour call with the client to understand all of the above before devising the portfolio.
Some coins which are too risky won't be shared with a low risk client and so on. So that is how I function as of now. happy to discuss further if you have any questions.

You are a newbie account so its not possible for you to post the images  just drop the link here so we can check . Or you can buy copper membership so you can able to post with images

By the way the profit you are saying in the OP is only possible if you are a daily traders with good strategy to use , so it's hard to believe that you really that skills . If you do , you will never ask others to invest to you.

Ridiculous, I have experienced such as scam methods. Long story but I will describe it shortly. A Facebook user has been managing a trading portfolio for a few users. Then he returns a good profit for a few months then more traders start to trust him and attempt to send a big amount to him. At the end that portfolio manager skipped with the funds by claiming that his wallet has been hacked. So, don't trust anybody with your valuable funds. Do it yourself. Just imagine, if someone can give you such a monthly return then he wouldn't charge $500, rather he would trade by himself and become a multi-millionaire.

Valid point and I respect it.
That is why I only have a portfolio management service for the $10,000+ portfolio slot. There have been 2 clients who dropped off in the process earlier. Others are still continuing - around 10 clients or so.
I will be coming up with a fixed fee structure for people in this group.. who have a smaller portfolio as well. Some free calls for you to get comfortable. Every trade will have a reason and a backup plan.
The channel is called CryptoMoneyStacks and will include crypto discussion - free logical nonpromotional discussion for anyone who has a view point!
Not sure if I can post it here but if not, please let me know and I will delete it.
https://t.me/cryptomoneystacks

35% is a pretty high fee, and we also have to give you $ 150 monthly. For example, I give you 1000 $ to manage a portfolio, and when the market does not go as you think and the profit is reduced to 50% in 1 year, then I still lose money because of fees give you too much! You can't even pledge a profit to us for a year. What the hell is this service?
In your service, you don't say anything about investor insurance, you are diligent about your interests
I may not have seen your ability yet, but fees like this are considered too high and no portfolio manager is asking for this fee.

I am not willing to pay money to other people to handle my portfolio, even if they proved to be successful I am not going to give them the chance to do it or even attempt a free trial neither because that is not something I am willing to share personally. Why would I want to give the rights of my money to be played by someone else? That is what banks do and I do not like banks which is why I am in crypto, I wanted to get rid of not just centralized economy but also centralized power of money gives certain companies which is why I am in crytpo.

If we all were to believe bots and exchanges and everyone else who wants our money to be handled in their discretion, we are basically building banks in crypto that could be so powerful that it would hurt us when they fail, which I am not willing to participate in playing a role in making them happen.

Haha sure. Keeping thinking about this.
I am loading up on IOTA. Will share proof once again.

Are you kidding us?
Stop tell lies and show a real statement with evidence that are result made by you.
But I’m sure that you wrote a lot of lies.
 You never trade with real coin, this is the truth.

https://ibb.co/87R8bCX

Unable to share the image here on the forum. Maybe if someone can explain how to do that, I will share it.
If not and you want proof, you may DM me. Although I would prefer to share here. The image tag shows HTML code but can't add img.

Sure. WIll share the screenshot in a couple of hours.
I will share a couple of my portfolio, a couple of PnL etc.

Absolutely. Any increase in % profits will have to come with an increase in performance at a time when I am already performing the best I could.
Maybe I can keep it at 25% only as of now.

However, I am having a hard time uploading image. As soon as I click the image icon, HTML tags come up. Where do I get the tab to upload some of the images?

an increase of 35% for you maybe you have to go the extra mile to be able to cover 35% every month. So my advice is to think about it well and don't let it burden you or take excessive risks for you

I'm actually interested how this works for you and for your clients. I'm not looking for proofs, just an explanation on how you are working on this. And I find it interesting that you've been in a hiatus and did the correct thing on 2018. Whilst for your clients, you're aware of how risky it is but with experience, you know what you're doing. Anyway, since you have mentioned about the proofs, I'll look into it and will wait for that data. That's interesting to see.

It is very unlikely you are going to find many clients here, in some of your other posts here you indicate that the minimum amount for people to invest with you is 10k and the majority of the members of the forum are not holding anything remotely close to that, and those that have that amount of money do not need your services and will be incredibly suspicious of the offer you are making since they are not willing to part with their coins under any circumstances because as we know the risk of being scammed with that kind of proposal in this market is very high.

Harriti.. I can't DM you for some reason but here is my message
I am not sure if I can help you given that I do not know what is your portfolio size, your risk appetite, your current investment, your future plans, the time frame for your trading/investment and so on.

But I can get in touch, share what I know, why I feel a certain way about the markets right now and how I am trading it.

My Telegram id - I can DM you but unable to. Maybe if you message me first, I can reply to it.
You can buzz me there and we can discuss more, understand your problem and see if I can help you solve it. Izf not, it is always good to discuss the market with a fellow investor

Cheers!

3 years is a long enough time to start getting rich and your accomplishments are also quite amazing. But the problem here is how can I trust you? If your information is not public here can we talk on Telegram?
Currently I also have a large amount of capital needed to invest and earn passive income. As long as you show me your credibility, I will increase your profits by 40% and $ 150 monthly fees. How do you think?

Wow, your performance is awesome, in 8 months and you've earned 428% on the total portfolio and it's a great deal. But everything just says on words, it's not enough. I have quite a few clients who are very willing to pay good fund managers and they can even pay you up to 45% if you want.
So now I hope you provide your proof of trade as well as how much money you invested in to make a profit, I need images and real proof to appeal to them.

I do not! The loss is the client's!
That is something that the client bears. But I trade with strict stop losses, for any assets. So one thing I think they trust is that I won't turn their portfolio into red, completely.

Sure, that happens and a couple of clients who started off, left after they saw $300/$900 red on their portfolio of $10k+
Their choice and I understand.

The client bear the losses in my case

You speak so much with confidence of every winning shot. You can give proof of your work for more understanding of your professionalism. You have a newbie account so expect more of such doubt but about increasing your profit share to 35%, do you also increase losses increase in share 

How do you utilize all the accounts? Do you have a program to do all that? I do not think I would be able to divulge my account every time because of the 2FA, security questions, etc. I would be more comfortable to limit your access to API or WS for your trading.

And who the heck wants to share 35%? I think that's over the top for sure. So you have always won every month? Do you charge the fixed fee when you are negative?

I think those are the things that they might factor in considering everything that you have been through with them.

For stocks, full time since almost 3/4 years For crypto, 2.5 years. I traded 6 months in 2017. Took a break in 2018 and then started again.
I either take their accounts with withdrawal locked so that they have full trust that I can not withdraw their cryptos.
We settle every month.

But when BTC was $3700 or so, I started focusing less on trading and more on investment. Some of those clients did not share the profits (since this was long term and by the time the markets boomed to $9k which was another resistance point, they had 3x return).
So I mostly help with trading only now. Say from a 1 week to 3 month's perspective. Not more.

I will share the proofs in a couple of days. Everyone who is saying that without proof, it isn't justified is very right! In fact, you should see my other threads as well.
I respect people who have opinions and ask questions, debate, accept when they are wrong and also prove others wrong!


Anything without proper reasoning doesn't make sense, and so is this thread of mine. Thanks for pointing it out.

They won't be for sure. In this bull run, they'll complain that you're charging it because its seasonal. But honestly, I've never thought that there are people that really are hiring someone to manage their crypto portfolio. And with this, I can see that you are making a good profit out of it.
How long you're into this type of service?

Being a full time trader and have experience for many years it does not a matter for your portfolio management service. There are winners and losers on the market and some people are losers on the market after many years they are in and trade on market.

Your past portfolio management records definitely can not be publicly given to everyone that I understand. If you are due seriously to run a service, you need to provide basic records from your past works.

The minimum portfolio size for each user is $10,000 that is not small, more than 0.5 Bitcoin. How about the security of the fund you will manage? I am not saying how cheap or expensive your cost is but let's start by security for original fund.

Any increase wont really be happy with any increase on it and also you havent shown any proofs that you've been earning with those amounts that you are claiming.
You do say that you had already some clients then why would look for another 1? Basing off with those numbers or percentage profits then i can say that you're pretty doing well.
Aside on that 500 bucks fees + 150 + 25% then thats a hell of a much of a deduction.

Lastly, you wont really be getting people on here with just those verbal claims because no one will throw out some satoshi into things which are obviously
trying to scam out. 

yes of course you can share a link, please do so  

500 USD flat fee is the main problem for a brand new "fund manager", if you are really good, you should try a 0 - x model, where you only get paid on performance share,

also even then it would be very unwise for anyone to relinquish control of their funds to someone with no audited track record, and just an anonymous nickname...

I would stay away from a guy who isn't capable of remembering two hours later how much money he is managing and for how long he has been into business.  


Why? Because he is currently making hundreds of thousands of dollars a year and being such a successful manager he looks for some measly 10k investment?
Common, don't be so suspicious, just because 99.99% of the so-called advisors waiting to scam newbies are fraudsters is doesn't mean that ....
Yeah, tons of sarcasm here!

The main concern is your credibility. You are still new here no matter how expert you are outside forum. You should make a way on you put show your portfolio by adding picture of your previous client transaction and proof of your work. A newbie here without proof of work is untrustworthy and you will experience hard time on getting your client here. Your offer seems too good to be true that's why I'm asking you proof of your previous work.

Yes it is like a fund manager only. And I have been a full-time trader for 3 years.
Not sure if I can a link here. The returns are good and the minimum portfolio size that I consider is $10k. But fund managers take 2% of the fund size + 15% of profits.
So that way, it is way high! And I am thinking of further increasing it only because it is an exceptional return that I am giving

Any website or proof of your previous client?

So basically this service is just like fund manager that you are the one who will decide the client portfolio distribution. Are you the do the trading or you will just give the list of token and percentage. Your fee is a bit high but if you can show proof a good trading success rate then it will be fair.

I have a portfolio management service as a trader where I charge $500 a fixed fee and then 25% of profits every month with $150 as fixed monthly fee.

Over the past 8 months, I have been managing 9 accounts for $150,000+ and have generated a cumulative return of 428% on the portfolio with 25% as my share of the profits. Not willing to expand my customer pool a lot (maybe 1 more) but do you suggest I increase the profit-sharing percentage to 35%?

The clients are happy but they won't be happy with 35% I believe.