The new year is around the corner, and we are sure you will be busy finalizing New Year’s resolutions. One of the top resolutions every year is to focus on fitness. Now, why are we discussing fitness on Jarvis Invest? When you are getting started, you have two options both in investing and fitness. Hence the connection. We look at the details and help you understand how you can maximize your returns with AI-powered stock portfolio management as one of the investing options.
Fitness and Investing Goal
Do you want to get fit in 2025? If yes, you have two options:
- DIY Fitness: You can take a gym membership and start your workouts. In this option, you need to take care of your workout plan, diet, and everything else in between.
- Personalized trainer and tech: In this option, you hire a personal trainer who will guide you towards your fitness journey. He uses tools like fitness trackers and data analytics and will customize your workouts, monitor progress, and adjust routines to give you the best results.
Now, the same rule applies to investing. If you are an existing investor or planning to start your investment journey, you have two options:
- DIY Investing: You research stocks, track market trends, and make investment decisions on your own. You need to put in time and effort to create a portfolio. In this option, the chances of mistakes are higher. If you make them, it can lead to poor results. As in DIY fitness, if you pick the wrong equipment or take the wrong diet, it can affect your health and body.
- Use Technology for Investment: The AI acts like a trainer, analyzing your financial health (risk tolerance, goals, and investment horizon) and creating a tailored investment portfolio. Not only this, the AI financial advisor monitors performance, adjusts investments dynamically, and ensures your portfolio stays aligned with your goals.
How do you maximize returns?
Let us look at how AI tools for investing can help you maximize your returns by looking at what it can do for you like a personalized trainer:
Personalized Investment Strategy = Customized Workout Plan
An AI-based investing tool like a fitness trainer designs a plan based on your goals (financial goals equals weight loss goals) so you can have the best returns (weight loss at the best time).
Real-Time Market Monitoring = Fitness Tracker
AI continuously analyzes market data and tracks your portfolio’s performance (24*7) like your fitness trainer monitors your progress on a daily basis.
Dynamic Rebalancing = Adjusting Workouts
Your goals can change, and AI-backed tools rebalance your portfolio based on market conditions or changing goals. It works exactly like a trainer. If your workout becomes easy for you, the trainer adjusts the difficulty level.
Auto Risk Management = Preventing Injuries
One of the biggest advantages of using a trainer or AI-backed investing tool is around risks. Let us understand this with a fitness example since it is more relatable. Assume you are 80 kg, and your goal was to become 75 kg. You lose 2 kgs doing exercise on your own. But because of the lack of knowledge, you were doing one exercise wrong, and it damaged your muscles. The doctor recommended 6 weeks of rest and no exercise for 3 months. A mistake here costs you heavily – you will perhaps be more than 80 kgs in the next 3 months. The same can happen in investing – if you don’t manage your risks (you are not equipped to manage them), it can take you back in your financial journey.
The Solution: Jarvis Invest
If you are looking for Portfolio advisory services, you should explore Jarvis Invest. We offer three different services to cater to different investor needs. Here are the details:
- Jarvis One Stock: If you need daily stock recommendations for trading and short-term gains, you can explore this product by Jarvis Invest.
- Jarvis Portfolio: Investors looking for long-term gains and want a personalized portfolio with risk management in place can opt for Portfolio by Jarvis.
- Jarvis Protect: If you have an existing portfolio that was recreated from random tips and no thought was put into the creation, then you can use Protect by Jarvis – it will let you know stocks with red flags in your portfolio.
Before you go
AI-powered portfolio management is like having a personal fitness trainer for your finances. Whether you need it or not is simple to answer. If you lack the knowledge and resources to become fit, you need a personalized trainer for sure.
Reach out to us to get started with your equity investments in no time.