Business proposal – Saxo Trading

This business proposal outlines a plan to support Saxo’s marketing efforts. I will use Saxo stock trading platform to run two share portfolios and publish them on my blog and YouTube channels.

I offer to reach out to the English and Polish speaking communities of Saxo users both in the UK and in Poland. Polish is the second most used language in the UK. For the high growing competitor – Revolut Trading, Polish is the third-largest nationality which shows the potential of reaching out to the Polish market.

 

I offer:

– publishing educational materials about investing,

– increasing awareness of Saxo platform functionality,

– demystifying investing – showing that the person who is not educated in finance or working in an investment bank can invest successfully – I have been beating the stock markets regularly over the last 6.5 years,

– presenting the Saxo app functionalities and teaching how to use them,

– running the public LUMP SUM £20 000 Portfolio of shares using the Saxo app

– running the public portfolio where I START WITH £ 2 000 with MONTHLY ADDITIONS of 500£ for the next 20 years

The amount of money in each portfolio (my own money) can be negotiated to tie it in to the Saxo ideal customer profile.

 

The content will be shared on my BLOG https://www.stocksandfreedom.com as well as on two YouTube channels: in English and Polish.

The examples of my blog posts:

https://www.stocksandfreedom.com/who-is-profiting-from-brexit-so-far-a-look-at-the-uk-house-prices-gold-and-stock-market-returns/

https://www.stocksandfreedom.com/what-is-the-best-company-to-invest-in/

https://www.stocksandfreedom.com/apple-came-back-to-growth-and-i-sold-shares/

https://www.stocksandfreedom.com/how-to-buy-shares-of-cd-projekt-a-polish-video-game-developer/

 

About me:

  • Bilingual civil engineer currently working as a Risk Analyst Lead at the Nationwide Building Society,
  • Passionate about sharing and helping people in making their financial decisions – through my blog stocksandfreedom.com,
  • A self-made investor – which is also where Saxo can gain the most. People like to follow and do what other similar people do. Not being educated in finance is my advantage.
  • I am not an investment professional which makes me more trustful in the eyes of people on YouTube.
  • Six and a half years of stock market investing experience 
  • I have currently over £ 150 000 invested in the stock markets using many platforms:
    • In British Pounds: ISA (Saxo, AJBell), LISAs (AJBell, Hargreaves Lansdown), SSIP (AJBell), 
    • In US Dollars: account using Saxo platform
    • In Polish Zloty: brokerage accounts (Santander Makler, Bossa, mBank)

 

Below are some results of my investments: 

  • My wallet on the Warsaw Stock Exchange +53.2% (7.1% annualised) vs 23.0% (3.4% annualised) for the benchmark of the Warsaw Stock Exchange WIG20 TR for 6.2 years of investment.
  • My results in 2019: +11.3% vs +2.4% (WIG20 TR).
  • My wallet on the Global Markets + 87.2% (20.1% annualised) vs +25.7% (6.9% annualised) for the benchmark for the London Stock Exchange FTSE100 and +55.91% (13.9% annualised) for the American stock market index S&P500 for 3.4 years of running the public portfolio on the website.
  • My results in 2019: +29.8% vs +12.0% (FTSE100) and +19.3% (S&P500).

 

My offer in detail:

 

1st variant – half a year of cooperation – AFTER HOURS only:

– One blog post weekly

– 6 youtube videos in English monthly

– 6 youtube videos in Polish monthly

– Running two public portfolios (LUMP SUM and MONTHLY ADDITIONS)

– Sharing the effects of my investment research, information on the best companies to buy now

My fee: £15 000

 

2nd variant – half a year of cooperation – FULL TIME:

– 2 blog posts weekly

– 12 youtube videos in English monthly

– 12 youtube videos in Polish monthly

– Running two public portfolios (LUMP SUM and MONTHLY ADDITIONS)

– Potentially podcast biweekly – I would chat with starting and experienced investors. The Saxo ad can be placed at the beginning of every podcast

– Sharing the effects of my investment research, information on the best companies to buy now

My fee: £50 000

 

Kind Regards,

Damian Kasztelan

+44 7481 436 572

damian@stocksandfreedom.com

www.stocksandfreedom.com