At The LynCloud, we take your asset allocation in its entirety rather than just a collection single stocks,  making your portfolio ride the upside trajectory while preserving your capital in a down turn.

LynCloud ‘s goal is to make individual investors richer while sleeping well by building a witty investment portfolio.  While other advisory firm may also help you pick the next ZM or NFLX, we aim to enhance the risk-reward profile of your entire portfolio by providing outstanding advice, analytical tool. To us, identifying good single stocks is just the first step in a successful investment. Our focus is to help clients construct, diagnose and maintain a balanced portfolio that reflects their risk preference and return expectation. Specifically, we will provide the following to our clients:

1) Customized equity research

Evaluation single stocks you are interested in investing in and offer advice on their investment value and their impact on the risk-return profile of client’s existing portfolio. Our analysis will be supported with full-view data analysis and forward-looking estimation.

2) Daily and weekly stock recommendations

We will send out stock recommendations and best stock picks on daily and weekly basis, based on our in-depth analysis using machine learning algorithms. For active traders, we will send out hourly update on the market and trade ideas

3) Portfolio diagnostic and benchmarking

We provide data-driven assessment on client ‘s portfolio in terms risk and return against the corresponding benchmark. We will identify the weakness and inefficiencies of your portfolio, such as whether the risks embedded in your portfolio are aligned with the correspond returns and investment time horizon.

4) Portfolio allocation advice

Based upon the diagnostic analysis in 3), we will make suggestions as to how to adjust your portfolio optimally. We will provide specific steps in migrating your existing portfolio to a more efficient one. For investment neophytes, we will help them build a portfolio from scratch.