Desk session · 2.5 hours
Exit-Threshold Planning
Set the levels and conditions under which you will reduce or leave a position — before the next restless week arrives.
The question we answer
Not “where will the market go” — but “at what level or under which facts do we act.” Exit thresholds remove the debate from the loudest hour of the week.
What we produce
- Price or valuation bands for trim and full exit on named holdings
- Thesis-break triggers written in sentences, not ticker slogans
- Time-based reviews where price alone is a poor guide
- A one-page ladder you can pin beside the concentration map
Constraints we respect
We plan exits you are willing to live with. If a holding is illiquid, the threshold includes process (how to exit) as well as level. Tax and broker constraints you name are written into the plan; we do not invent them.
Fee
From HK$3,800 for 2.5 hours covering up to an agreed set of priority names. Additional names can be scheduled as a follow-up desk hour.