Portfolio Risk Audit for $50K to $5M Independent investors
Find the hidden risks in your portfolio before the market does. Optimize for growth by picking the best stocks.
- Risk Audit (fast, fixed price)
- Portfolio Blueprint (deeper, scenario-based)
- Ongoing Monitoring (application only)
Portfolio “Roast” / Risk Audit
- The 3 biggest portfolio risks and why they matter now
- Hidden concentration: same bet disguised across multiple holdings
- Downside map: what can realistically go wrong and how bad it gets
- Top 5 fixes with clear priority order
Full Portfolio Blueprint
- Everything in the Risk Audit
- Rebalancing rules (when to add / trim )
- Scenario playbook: what you do if things go right vs wrong
- How much pain you’re taking per position
- Identify overlaps, contradictions, and dead-weight holdings
- Build a rules-based upgrade path
Ongoing Monitoring (Retainer)
- Monthly risk check + action memo
- Event alerts (earnings, guidance, dilution, insider selling, filings)
- Thesis drift detection: when a holding stops being what you bought
- Priority access for fast second opinions when you’re about to act
- Ongoing review of new investment ideas
- Calls included (agreed upfront)
What we do
Equity research for specific stocks in 60+ countries
Research for portfolios, funds and allocations
Support for the diversification, hedging and derivatives
Investment thesis stress test and articulation
Long term monitoring of client’s portfolios
Investment plan consultations
What we don’t do
Managing funds of our clients
Tax advisory
Blockchain or cryptocurrency projects
Real estate advisory
Promising any sort of guaranteed return
Sugarcoating…
Essentially, Tesseract Research is a research firm focused on investors that want to actively grow their wealth by being present in financial markets, equities, bonds, ETFs, funds, etc.
Key Milestones
Clients from 28 countries
100+ clients
12 days average delivery time
61% of clients return after the first order
The opinion of some clients...real people with real names
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Non-profit software equity research
“Benet did a terrific job, delivering on time. He was tasked with researching a niche topic and followed through with understanding and attention to detail. He was responsive and easy to work with. Highly recommend his work and would return for more projects in the future."
Malcolm Nash - Business Consultant, NYC
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Equity Research support for options trading
"An excellent partnership."
Pretish Patel - Multimillionaire US investor, New Wave Investments LLC, Miami, Florida
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Portfolio advisory LLM optimization for Contextual AI
"Benet was very responsive and showed great attention to detail. We were very pleased with his work."
Bertie Vidgen - AI Researcher, London, UK
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Asset Management Research
"I really enjoyed working with Benet on this project. He is knowledgeable, consultative, and delivers on the goals. Would gladly partner with him again."
Misha Williams - Entrepreneur, NYC
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Futures & commodities trading strategy optimization
"Benet was super helpful and knowledgeable. I am very happy with the results. He even gave me "after-sales" support - thank you Benet! :-))"
Dominic Meulemans - Investor, Cape Town, South Africa
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Emerging markets equity research, oil industry deep dive
"Thankful for the collaboration."
Heather Dawe - Managing Director, Atlanta, Georgia, USA
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Discretionary trading strategy framework and standardization for Visual Sectors
"A reliable business partner, that's for sure."
Vlad Mishin - Entrepreneur, London, UK
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Fraud investigation for a shady publicly traded company
"A collaboration that lasted way longer than expected due to the complexity of the case, thankfully Benet knew what he was doing."
Expedito Nievara - Entrepreneur and investor, Van Nuys, California
How it works
1 - You contact us in one of 3 ways
- form by giving details (top right “contact us” button)
- email (right at the end of the page)
- socials (might take some more time to respond)
2 - Then, based on your needs and specific situation; we suggest a service structure that fits you the best.
3 - If needed we would require some more information to serve you better (no IDs and not the value of your assets)
4 - After around 7 to 14 days (approximate range) the work is delivered, it can be in a PDF form, Google Docs that you can modify later on, and in some instances a call is included to better explain the results and guide you further.
