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Beat the markets with 7 funds or less!
My job is very straightforward.
I give everyday people the tools they need to succeed and the opportunity to build real wealth.
No matter where you are in life, when you started or how you’re finishing, my goal is to help you arrive in style and to achieve your financial objectives faster than you ever thought possible.
I offer a simple, big-picture safety-first approach. One capable of creating peace of mind in a world paralyzed by fear, unprecedented change and uncertainty.
People have asked me for years to take what I know about making money – how to find great stocks, manage risk and the strategies that have helped successful investors and traders go from zero to millions, perhaps even billions - and to create a fund-based product that is as close to “set it and forget it” as I can make it.
So I did.
Using simple, cost-efficient exchange traded funds (ETFs) dang near anybody at any stage of life can buy any time they like.
It’s convenient. It’s easy to implement and maintain. Risk management is built in.
This is created to win which is very different from how Wall Street’s allocation models work. Those things, with very few exceptions, are all built not to lose which is why so many investors are falling behind even though they’ve diligently “diversified” their portfolios like they’ve been told for years.
This could be just what you need if you’re starting out or are the kind of person who breaks out in hives whenever you think about investing or hear the word “finance.”
You could even call this a “recovery plan” if you’re an active investor or trader who hasn’t achieved the results you thought you would.
Here’s what you need to know:
- There are 7 stocks and funds involved. You will receive a complete list moments after you sign up.
- You will receive an update every six months with market commentary directly from my desk to yours via email, a new spreadsheet, and an easy-to-use, easy-to-understand rebalancing tool.
- You can expect to make adjustments 2 times a year and doing so should be a matter of minutes to manage by yourself or with your broker. This forces you to buy more when prices are low and sell more when prices are high, something many investors understand instinctively but very few actually do successfully.
- It’s IRA/401k friendly, especially in plans where funds may be your only choice.
- You can get started any time you like.
You can check out the model portfolio’s performance right here 👇👇👇
With that, I’ve said my piece.
It’s your money and your responsibility. I simply want to help you get where you want to go. You deserve it.
I’d love the opportunity to earn your trust, goodwill, and business. There’s a lot of competition out there and I know that which is why I appreciate the time you’ve spent with me today reading along.
Best regards for health and wealth,
PS: If you’d like to play a little more active role in your financial future, please check out the monthly One Bar Ahead™ digital magazine which includes this product. It’s wildly popular with thousands of investors worldwide and it would be great to have you on board. Please check it out here if you’re interested or to learn more.
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