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Alan - Standard Plan
Alan expressed a preference for a low-volatility strategy. Leveraging both our investment reports and expertise, we devised a large-cap-based stock portfolio geared towards short-term gains. Among the 19 stocks selected, notable acquisitions included GOOG, KKR, TSM, DAL, and NVDA.
Emily - Tailored Plan
Emily sought to construct a portfolio centered on low-volatility large-cap stocks with under appreciated market presence, undervaluation, and considerable upside potential, with a focus on short-term gains. Leveraging our tailored investment insight report, complemented by our comprehensive client resources and expertise, we formulated a distinctive strategy for Emily's portfolio. Among the 11 stocks selected, notable acquisitions included JPM, AAPL, and META.