a
andylamyuen

Andy Y. Lam

@andylamyuen

CPA Aust

China
Inglês, Chinês
Algumas informações são exibidas no idioma inglês.
Sobre mim
I am an introducing broker at Vantage FX with more than 14 years of investment experience. I can use Excel to prepare and analyse financial statements as well as keep track of monthly income and expenses. I have recently completed an Excel project with involved the use of VBA and for-loops to calculate the total price of 400 call and put options. ... Saiba mais

Habilidades

a
andylamyuen
Andy Y. Lam
offline • 

Conheça meus serviços

Análise Financeira
I will solve problems about financial modeling and optimisation with excel
A partir deUS$ 25 /projetoMais detalhes

Portfólio

Experiência profissional

FX_Currency

Investor and Introducing Broker

FX Currency • Autônomo

Jun 2017 - Present • 8 yrs 11 mos

Main responsibilities:  Comparing and promoting FX trading platforms from different brokers  Performing investment and FX trading using a wide range of strategies such as long-term investment, reinvestment, dollar-cost averaging, price-action trading and the like  Estimating a suitable value of ATR-based stop loss for different trades using Excel, R and Python  Managed investment portfolios totaling more than HKD 2 million  Preparing monthly financial statements to keep track of income, expenses and investment performance Accomplishments:  Achieved an annual return of more than 12%[h8.1] in the Sovery platform which is about mirror trading  Earned returns in excess of 4% p.a. from the investments in the two Schroder funds which are unit trusts  Earned a return of approximately 5.4% p.a. from the investment in the shares of Bank of China  Managed to earn a passive after-tax income of around HKD 7,500 per month[a9.1] from various investments  Maintained purchasing power of a major portfolio by investing in iBond