Get the content that breaks down what the 1% are already doing.
ONLY FOR: Investors that are serious about their wealth and are tired of the jargon and excuses their advisors have been giving them.
I’m tired.
What I mean is that I was tired. I was tired of telling my clients ridiculous catch phrases like, “the market goes up 70% of the time, so just stay invested” and, “volatility is the price for good returns”.
You know who doesn’t hear that b.s.? The wealthy. The Endowments. The Pensions. You know how much CPP lost in 2022 ? Nothing, they were up 1.4%. Yale, well they had their worst year and were still up 0.8%, which isn’t bad after a 40.2% 2021. And how did the “markets” do? The S&P was down -19.44%.
How did our portfolios do? Well it depends on what risk level, but we were right there with the the major pensions and endowments. And I mean right there. Our Balanced Portfolio finished 2022 up 1.48%.
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