Portfoliocontrol is a start-up that focuses on portfolio management for the small investor.
Part of our philosophy is to bring the complex financial terminology closer to the investor that does not have the possibility to access the private banking services due to its costs.
One important section of our site is the university in which we translate financial concepts into all day language and we give detailed guidelines about what to do if one wants to start investing.
We need content for “An investment product for each particular situation” which is going to be one of our six major sections of our university.
An investment product for each particular situation is a very general guide about the different investment products and which of those are particularly suitable for each personal financial situation. It is a section which intention is to prepare psychologically the investor to find out which kind of investment product he/she needs and which particularities and pros and cons each one has. The language needs to be plain, very easy to understand, direct and not formal.
Below, you can see the “An investment product for each particular situation” guide and the expected type of content for each step in brackets.
An investment product for each particular situation
Personal financial planning (e.g. personal debt, how much is it, asset allocation (not everything in one basket), how to save for the important topics (marriage, school, house…) in life…, Risk vs profit, discover your risk aversion type, are you an active or passive investor? Get control of your investments…)
Fixed income, Bonds, Stocks, Index Funds,Mutual Funds
Content pro product:
What are they, suitable for a type of investor, basic concepts about them (short glossary) pros and cons, how to invest in…,