Hello World - meet MyInvestmentAssistant.com

Paul

2/1/20252 min temps de lecture

Welcome

I am Paul, founder and happy to introduce MyInvestmentAssistant.com, a brand new 100% private initiative condensing 40+ years of experience in finance into one single website/app that enables anyone to easily build an investment portfolio, based upon an automated asset allocation guidance process.

The website

Provides FREE and easy tools for all, allowing newbees and experienced investors alike to invest even with very modest amounts, advocating the use of ETF’s for the sake of simplicity, diversification and cost reduction. An underlying but important  assumption is that your broker, bank or other investment platform allows you to purchase fractional ETF shares. This private initiative also has an educational vocation through a number of tutorials and thematic blog posts. A book (Young Investors) is already written and may be published in a later stage. Myinvestmentassistant.com does NOT provide investment advise but offers valuable guidance in asset allocation without advising to purchase, hold or sell specific securities.

How does it work?

First step is to determine your Investor Profile (Tools menu). Armed with that knowledge, the investor then opens the semi-automatic “Portfolio Builder” which you also find in the Tools menu.. Here, your profile, the amount to invest & reference currency is entered, as well as the chosen geographical zone. Choices are EMEA, AMER, and APAC if you wish to give more weight to the zone where you live. Select “World” if you go for a truly global portfolio. Then investigate and select a number of investments (ETF’s) in an easy and intuitive way. Job done, and a purchase list is already calculated for you. Works for both beginners an pro’s.

Services

More sophisticated and bespoke approaches, ike bespoke investment profiles and/or geographical weightings may be made available in a later stage as a paying service, depending on how this website evolves.  See the “Services” page on the website.

For ETF & Fund Providers

An important goal is to have a number of world class ETF’s per provider on my ETF choice lists the investors can select from. It is crucial that each ETF focuses on one region and one asset class at the time. I am open to affiliate or sponsor programs without the obligation to give investment advise, but can refer visitors to fully disclosed sponsor or affiliate links where they can investigate further on an individual basis.

For Banks, Brokers & Trading Platforms

I’m open to discuss with (low cost) financial players that have sponsor/affiliate programs and a decent number of ETF’s on their accepted/tradeable securities lists. I advocate the use of ETF's without any leverage, and do not support the sale of CFD's, options, derivatives, leveraged instruments or shorting strategies to non-professional investors. Plain vanilla ETF's please.

Check it out

If you like myinvestmentassistant.com, subscribe, maybe leave a nice comment and tell your friends. If somehow you dislike it or feel some things can be improved, by all means, feel free to let me know.

Invest wisely & stay curious !

Paul