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Personal portfolio reviews · by TastyStocks
Tell us your age, goals, risk profile and current holdings. Book a one-on-one call and leave with a specific, position-by-position rebalance plan for your brokerage account or your 401(k).
Or get an email when booking opens:
| FUND | NOW | TARGET |
|---|---|---|
| S&P 500 Index | 38% | 50% ▲ |
| Target Date 2050 | 40% | 0% ▼ |
| Intl Developed | 7% | 20% ▲ |
| Bond Index | 15% | 25% ▲ |
| Stable Value | 0% | 5% ▲ |
Two services
Taxable brokerage, IRA or Roth. We review every position and its weight against your age, risk tolerance and goals, then give you a written plan: what to trim, what to add, and the levels to watch for each change.
$300 per call · $900/year
Start this reviewShare the funds in your employer plan and the percentage in each. Based on your age, retirement date and risk preference, you get a target allocation you can enter straight into your plan's rebalance screen.
$150 per call · $400/year
Start this reviewHow it works
Age, risk profile, goals, and the holdings in your account with each position's weight.
One call, or a yearly plan with quarterly rebalances. Secure checkout by Stripe.
Pick an open slot. The invite and video link land in your inbox.
A written plan in your dashboard: target weights, what to trim and add, and the levels to watch.
Pricing
A traditional advisor charges about 1% of assets a year. On a $300k portfolio that's $3,000, every year. We charge for the work, not the size of your account.
$300 per call
$900 per year · 4 calls
$150 per call
$400 per year · 4 calls
Full refund if you cancel before your first call. Annual plans: unused calls refunded pro rata. Refund policy. Newsletter subscriptions are billed separately on Substack.
Your accounts stay where they are. You place every trade yourself; we never ask for your brokerage login.
No commissions, no products to sell you, no fee based on your balance.
Holdings are used only to prepare your review. Encrypted in transit, never sold. Delete it any time.
Paid reviews open once they can be delivered through a registered investment adviser. Until then we only take profiles and waitlist sign-ups; no payment is taken. Recommendations are for your stated profile and goals only. Past performance does not guarantee future results; all investing involves risk, including loss of principal.