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chemoch

Jose Ma. Chacon

@chemoch

Investment Advisor Series 65 Portfolio and Income Strategies

Mexique
Espagnol, Anglais
Certaines informations sont présentées en anglais.
À propos de moi
I am a Registered Investment Adviser (Series 65) with over 15 years of experience in financial markets. I help investors generate consistent income, optimize portfolios, and manage risk using proven strategies such as covered calls. As Chief Investment Officer and active prop trader, I bring real-world experience — not theory. I am also the author of “Income Without a Paycheck”, focused on helping investors generate monthly income using options. If you are looking for clear, practical guidance and professional-level strategies, I can help.... Plus d’infos

Compétences

c
chemoch
Jose Ma. Chacon
hors ligne • 

Voir mes services

Conseil en investissement
I will build and optimize your investment portfolio strategy
De75 $US / projetPlus de détails

Portfolio

Expérience professionnelle

Freelancer.com

Chief Investment Officer

Freelancer.com • Indépendant

Nov 2024 - Present • 1 yr 6 mos

Design and implement structured investment strategies focused on portfolio optimization, income generation, and risk management. Manage portfolios across equities, ETFs, options, and futures, applying disciplined frameworks for capital allocation and long-term performance. Develop and oversee rule-based trading and investment systems, combining discretionary and systematic approaches. Provide clear, practical investment strategies tailored to individual goals, emphasizing consistency, risk control, and capital efficiency.