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Rebecca Retired

Rebecca is in her late sixties and has recently retired from Amazon in Seattle, Washington. She bought a house along the Northern Coast of California and plans to live there for the rest of her life.

Over the past 10 years Rebecaa has had a professional money manager invest her money. Along that time she has added more and more capital to the portfolio. She was very happy with her managers performance with the exception of the past 5 years. Her manager matched the market from 2003 to 2007, so her portfolio grew quite a bit due to the dtrong performance of the market. Since 2007 she is very unhappy with her managers performance. Not only did her portfolio crash in 2008, but her manager has underperformed the market after the crash up until today. Knowing she will have a lot of extra free time and trading stocks are a hobby of hers, Rebecca requested her manager to transfer her portfolio to her control. She now has about 50 positions under her control with about $2.1 million at stake. Rebecca is looking for an intuitive software to compliment her previous knowledge of the stock market so that she can produce above average returns for herself.